Keeping a compliant client ledger under the SRA Accounts Rules

Keeping a compliant client ledger under the SRA Accounts Rules

Client onboarding is the foundation of every matter. Getting identity, risk and engagement right at the start protects the firm, speeds up the work, and gives the client confidence they are in safe hands from day one.

Innovative solutions to move your firm forward

From access control to a full immutable audit trail, every decision is guided by need-to-know confidentiality and UK data residency, so files stay resilient and compliant while your team moves faster.