Before You Start
Have the following information ready to complete setup quickly.
Admin user details
Name and email for the primary account administrator
Firm details
SRA number, registered address, and contact information
Practice areas
Which departments will use the platform (e.g., conveyancing, litigation)
Team structure
Who will run checks, who needs view-only access, who approves results
Setup (10–15 minutes)
Step 1: Create your firm account
- Complete the registration form
- Verify your email address
- Enter your firm's SRA number
- Set your firm's branding (optional)
Step 2: Invite your team
- Add team members by email
- Assign roles (Admin, Fee-earner, View-only)
- Set department assignments
- Team members receive invitation emails
Step 3: Configure permissions
- Set who can create matters
- Set who can run verifications
- Configure approval workflows
- Enable two-factor authentication (recommended)
First Client Verification
1. Create a matter
Enter matter details and reference. Add all parties (buyers, sellers, and donors for gifted deposits). Link to your case management system if integrated.
2. Send verification link
Enter client email or mobile number. Choose what to include: ID, AML, source of funds, forms.
3. Client completes onboarding
Client follows the secure link. Typical completion time is 10–15 minutes.
4. Review results
View verification status. Approve, escalate, or request additional information.
Compliance Output
Where reports live
All verification reports are stored in the matter record. Access from the dashboard or via API.
How to export for audits
Download PDF evidence packs per matter or in bulk. Includes all ID documents, check results, and timestamps.
Retention period
Records retained for 7 years after matter completion, in line with SRA requirements. Configurable per firm.
Next Steps
Common links to keep setup moving (and share with your team).