Immigration consultancies & immigration law
Client document collection, cross-checked file review, and a defensible record of every submission package.
Law firms & professional services
Matter intake, engagement letters, client checklists, retention schedules.
Accounting, bookkeeping & tax
The annual document chase, on rails: templated requests, automatic reminders, one portal per client.
Financial services, lenders, brokers & MSBs
Onboarding with built-in KYC/KYB screening, sanctions and PEP checks, and audit-ready sign-off.
Insurance brokerage
Submissions, policy documents, and certificate expiry tracking that flags renewals before they lapse.
Real estate & mortgage brokerage
Transaction files, borrower documents, e-signature, and clean retention.
HR, staffing, recruitment & PEO
Worker onboarding packs, right-to-work documents, credential expiry, signed policy acknowledgements.
Healthcare credentialing
Licences, insurance, and privileges tracked with automatic expiry alerts and attestations.
Education & admissions
Applicant checklists, adaptive follow-up requests, offer letters signed in-platform.
Procurement & vendor management
Supplier onboarding, compliance certificates, insurance renewals, and questionnaires in one workflow.
Construction & trades
Subcontractor onboarding, safety and insurance certificates, site document distribution.
Associations, licensing bodies & grant-makers
Application intake, evidence review, renewals, and attestations at scale.
