Client file
Parties, property, price and status in one place. Source of truth for the file.
Workbench
Four areas of the fileOne local client record, not four separate systems.
Templates, diary, documents and completion all hang off the same client file.
Templates and forms
Firm DOCX templates and official form prep packs, pre-filled from essentials where mapped.
Firm calendar
Deadlines from the file on a firm diary. Export ICS for Outlook or Google Calendar import.
Completion packs
Gather closing documents on the file so completion is not a scavenger hunt.
Limits
What this product is not
Clear boundaries so you can judge fit for your firm.
Does not file to ROS
Not affiliated with the Law Society
Does not replace solicitor judgment
Official forms are preparation aids only