Multi-Practice Friendly Workflows
One platform to onboard every client, regardless of practice area. Flexible workflows, universal compliance checks, and configurable templates make it easy to support conveyancing, family law, corporate matters, litigation and more — all without separate systems.
Works Across Every Department
Our platform isn’t locked to one area like conveyancing — it’s built to support every kind of matter with a consistent, configurable workflow.
Conveyancing
Use the same onboarding flow for property matters, with automated ID checks and compliance searches built in.
Family Law
Maintain privacy and handle sensitive cases while keeping the intake process consistent with the rest of your firm.
Employment
Collect client instructions, agreements, and verification data without building separate workflows.
Personal Injury
Onboard clients quickly, gather medical consent forms, and run due diligence checks — all in one system.
Probate & Private Client
Capture estate details, beneficiaries, and compliance documents while keeping the process smooth for grieving families.
Litigation
Standardize intake for contentious matters with configurable data capture and universal compliance searches.
Flexible by Design
Our generic workflow engine means you’re never stuck with a one-size-fits-all process that only works for one department.