Client file
Parties, property, price, and status in one place. The source of truth for the matter.
Workbench
Four doors into the fileOne local matter — not four disconnected tools.
Everything hangs off the client file: templates, diary, documents, and completion.
Templates & forms
Firm DOCX templates and official form preparation aids, pre-filled from essentials.
Firm calendar
Deadlines from the file on a shared diary view. Export ICS for Outlook or Google Calendar.
Completion packs
Bring closing documents together on the matter so the finish line is not a scavenger hunt.
Honesty
Clear limits, no overclaim
Built as a practice tool — not a regulator, not a filing portal.
Does not file to ROS
Not affiliated with the Law Society
Does not replace solicitor judgment
Official forms are preparation aids only