Centralise client communication, compliance workflows, and onboarding processes. An All-In-One business platform designed to support law firms.
.png)
Client Communication Platform
Provide clients with secure, branded portals for document submission and communication, reducing administrative overhead. Single login system that manages and organises multiple client relationships, policies, and portfolios from one interface.
Document Management
Advanced E-Signatures
Client Onboarding Tools
Workflow Automation
Fact-finds & risk profiling
Quotes & Proposals
Payments (via Stripe or GoCardless)
KYC (via Yoti)
Intelligent automation keeps your client communications, reviews, and follow-ups running smoothly in the background - freeing you to focus on strategic advice and portfolio management.
Clients complete fact-finds, risk assessments, and verification through secure online portals. Automated workflows manage identity verification and AML checks whilst reducing manual processing requirements.
Create and manage secure data rooms to streamline due diligence, disclosures, and deal negotiations. Control access permissions with precision, monitor document activity in real time, and maintain a verifiable audit trail for every action. Ideal for M&A, property, and commercial transactions, MyDocSafe data rooms keep sensitive information protected and your deals moving efficiently.
Obtain legally binding electronic signatures on client agreements, engagement letters, and suitability reports.Easily trigger multi-party completion workflows, ensuring every stakeholder signs in order and on time.Built-in GDPR controls and comprehensive audit trails help you maintain full regulatory compliance and meet your professional obligations with confidence.
%20(1).png)
Eliminate document chasing with automated client communication and secure submission processes.
Create workflow templates once, then replicate and customise for different client types, eliminating repetitive administrative tasks across your practice.
Integrate seamlessly with existing systems whilst benefiting from enterprise-grade security, comprehensive audit trails, and compliance monitoring.
Reduce administrative burden through automation, compliance management, and practical features designed for financial advice environments.
