Five AI steps, each one reviewable and attributable
Nothing is filed or sent on your behalf. Every AI action appears in the audit log alongside human ones.
Client and supplier records that actually hold the file
Track clients, suppliers, and every contact inside them — with branches, departments, and full history. Import your book of business from a spreadsheet with an on-screen editing grid that catches duplicates and typos before anything is saved.
Repeatable engagements, not one-off scrambles
Build a case template once — the intake form, the document checklist, the signature, the acknowledgement — and run it every time. Steps can unlock in sequence or run in parallel. Deadlines carry colour-coded urgency, and every case shows one honest answer to “what's next?”
See the whole firm's workload as a list, a Kanban board, or a shared deadline calendar.
A document vault, not a folder
One file, one place, one truth. Share it with a specific contact, an entire client, your whole team, or a time-limited public link — and revoke any of it in a click.
Signatures included, not bolted on
Send a PDF or compose the document in-app. Drag the fields where they belong. Personalize with merge variables and send in batches. Signers get access codes and email verification; you get a tamper-evident, hash-chained audit trail and a completion certificate.
Forms, checklists, and requests that fill themselves in
Publish smart forms — public or client-specific — and turn the answers into work. Document checklists track item-by-item completion and close themselves out when everything's in. When a client's answers change what you need, an AI step generates the follow-up checklist or form automatically.
Compliance screening, built in
Run AML / KYC / KYB screening against sanctions, PEP, and adverse-media sources. Adjudicate the hits, sign off, and export a defensible review report with a complete evidence chain.
Immigration file review
For immigration practices: an AI reviewer reads every document on the file, cross-checks them against each other and against an IRCC-informed checklist, and returns the risk findings plus a simulated officer verdict.
Decision support for the consultant, clearly labelled as a simulation — never filed or sent anywhere.
Reporting you don't have to export to Excel
Build reports over your live data — cases, tasks, partners, contacts, documents, forms, signatures. Charts, pivots, drill-down. Share them with the team, schedule them to arrive by email, or compose several into a dashboard.
An assistant that knows your data
Ask questions in plain language, generate a report from a sentence, and get answers grounded in your own records.