Role-aware access
Fee earners, compliance, operations, admins, and finance can be given different access boundaries.
Security and trust
Controls that support regulated work.
Security is not only encryption. It includes role-aware access, auditability, delivery recovery, and clear firm decision ownership.
Matter console
42 High Street
Client checks, funds evidence, signatures, and review notes in one matter record.
Review ready
Audit pack assembledID
Verified
AML
Reviewed
SOF
Complete
Security themes.
Security posture
Access, audit, and recovery designed around regulated work.
Audit logging
Important client, firm, review, and system actions are designed to remain traceable.
Responsible operations
Security posture includes delivery health, recovery controls, and incident-aware operations.
Evidence controls.
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.
Claim hygiene.
Public claims
Say what the product can support. Keep firm judgement visible.
- Use conservative claims that map to real product behaviour.
- Do not publish certifications, cryptography specifics, or data residency absolutes without verification.
- Keep the statement that compliance decisions remain with the firm visible.
Security questions.
Who can access client information?
Access is role-aware and should be configured so firm users only see what they need for their work.
Does Verify Client decide whether a client is approved?
No. The platform supports collection, screening, review, and evidence records. Decisions remain with the firm.
How should security claims be handled?
Public claims should be product-behaviour backed and verified before publication.
Review security, evidence, and operations together.
Book a practical walkthrough of client onboarding, firm review, evidence packs, and pricing fit.