For large firms and operations
Thousands of companies,
one operation.
The same platform a thirty-company practice uses, with what you need when there are thousands: migration of the book you already have, permissions by team, your forms and templates configured, and someone who sets it up with you.
The same thing, without anyone having to remember it all.
Migration of your book
You upload what you already have as a file and the system shows you, row by row, what would be created and what is wrong before anything is applied. Nobody retypes what is already written.
Teams and permissions
Partners, lawyers, compliance officer and assistants, each with what they should see and do. Unlimited users on every plan.
Everyone with their own
Whoever signs in sees first the files they are responsible for, not the whole book.
Your forms and your templates
The client form, the documents requested, the checks and the minutes are configured following your firm's manual.
A full trail
Who viewed, who changed, who downloaded and when, in a log that is never edited or deleted. It is the first thing an inspection asks for.
Support
The setup is done by the person who built the product, with your team, not a manual and a login.
Two ways to adopt the same platform.
On your own
- You create the account with a password and you are straight in
- Published price, no calls and no quotes
- Standard configuration, ready to use
- For practices and mid-sized firms that want to start today
With support
- A demo with your team and your own cases
- Migration of the book you already have
- Forms, templates and checks following your manual
- Security review and database custodian agreement
- Volume terms when the book justifies them
It is the same platform and the same code. What changes is the configuration, the size of the book and the support — not the quality of what is underneath.
Tell us what you carry today and we will look at it together.
Half an hour is enough to know whether this works for you. If it does not, we will say so on that same call.