Case studies

How UK firms of every size turned client intake into a faster, cleaner, fully auditable process — without ever compromising confidentiality.

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Proven results

Turning client intake into real, defensible outcomes

Firms of every size run a faster, cleaner, fully auditable onboarding — without ever compromising confidentiality.

Confidential by design

Matter-level access, proven

Non-assigned lawyers see nothing — in lists, search or by URL. The single guarantee that gets partners to trust the platform.

Audit & compliance

Every action, recorded

AML, conflict checks and a full immutable audit trail mean SRA-ready evidence is a click away, not a week of digging.

Faster to revenue

Onboarding measured in hours

Dynamic forms and document checklists turn a week of email back-and-forth into a same-day, fully compliant intake.

In their words

Firms that switched — and the numbers that followed

62%faster intake

Onboarding that took a week of back-and-forth now closes in a day. The missing-items panel alone paid for itself.

EW
Eleanor Whitfield · Managing Partner
Whitfield & Crane LLPConveyancing & private client
100%audit coverage

Every access and change is logged. When the SRA asked, we exported the trail in minutes instead of days.

PS
Priya Sharma · COLP / MLRO
Sharma LegalImmigration & family
3.5×more matters

The confidentiality model means partners finally trust the system with sensitive files. We onboarded three offices.

DO
Daniel Okafor · Head of Immigration
Okafor & PartnersImmigration
Across the board

Results that hold up at scale

From single-office practices to multi-site firms, the same guarantees — confidentiality, compliance and a complete audit trail — travel with every matter.

10k+
clients onboarded
500+
UK firms live
40k
matters managed

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