We help Professional Services more efficiently deliver a better service.

Remotely. Digitally.

Onboarder

Allows lawyers to quickly capture client details, complete all compliance checks and risk assessments, allocate transactions and then proactively manage these through to completion

Client Portal

Fully integrated with Onboarder allowing better communication between lawyer and client through, for example, Milestone charts tracking progress, encrypted messaging, and a secure vault for the clients key documents

client-portal
client-portal

Best in class AML

Online, real time AML including selfie, Proof of Identity and Proof of Address all wrapped into single report that includes full credit reference and PEP checks

best-aml
best-aml

Cutting edge Source of Funds

Innovative Source of Funds service which supplies single report to cover all appropriate bank accounts for previous 6 months

funds
funds