Fee earners
Create matters, assign requirements, monitor readiness, and reduce manual chasing.
For conveyancing firms
Matter control without fragmented chasing.
Give fee earners, compliance, operations, and finance one coherent matter record.
Firm workflow
Team view
Fee earners, compliance, operations, and finance work from the same matter state.
Shared record live
Roles alignedFee earner
Assigned
MLRO
Watching
Ops
Tracking
Designed around firm roles.
Firm roles
Different teams see the same client truth.
MLRO and compliance
Review flags, record rationale, request redos, and preserve final decision context.
Operations
Standardise workflows, manage settings, recover delivery issues, and track outstanding work.
Finance
Review usage and billing without unnecessary access to sensitive evidence.
Beyond KYC.
Identity verification
Guide clients through document capture, address evidence, and review-ready identity outcomes.
AML screening
Surface screening outcomes and review-required items without replacing firm judgement.
Source of Funds
Collect structured funds explanations and supporting documents for matter review.
Forms and declarations
Assign firm-specific forms and matter questions inside the same onboarding journey.
Official PDFs
Keep official document workflows connected to the party and matter record.
Client care signatures
Capture acknowledgements and signed records alongside the rest of onboarding.
Gifted deposits stay in the matter.
Donor journey
Donor checks sit beside buyer evidence, not in a side spreadsheet.
- Add a donor as a separate party with their own secure journey.
- Collect donor identity, AML, and Source of Funds evidence for the gift.
- Keep donor evidence with the buyer, review, timeline, and evidence pack.
Evidence and integration maturity.
Consolidated evidence pack
Bring identity, AML, Source of Funds, forms, signatures, and review notes into one export.
Matter timeline
Preserve who did what, when, and why across client actions and firm review.
Sensitive evidence controls
Keep high-sensitivity material behind role-aware access and review workflows.
Secure links and notifications
Roll out quickly with client invites, structured progress, and downloadable records.
Firm-managed MicroApps
Launch approved specialist tools with scoped context and short-lived launch tokens.
Scoped API workflows
For enterprise teams, plan controlled case and reporting automation through discovery.
Give your team one onboarding record.
Book a practical walkthrough of client onboarding, firm review, evidence packs, and pricing fit.