A smarter way to onboard clients
Ditch the PDFs and email chains. Our secure client onboarding portal gives new clients a seamless digital experience from the moment they instruct you – collecting details, ID documents, and signed engagement letters all in one place.
- Trusted by UK law firms
- Works alongside existing software
Law firms across the UK trust us to deliver secure, client-facing technologies
Make onboarding faster, easier, and more secure
Capture everything you need - first time
Replace static PDFs and scattered forms with secure, branded digital intake. Clients can provide all the details you need in one go, from contact information to instructions, reducing delays and back-and-forth emails.
Secure document upload
Clients upload required documents directly into your portal, where they’re encrypted and easy to access. Engagement letters can be reviewed and signed digitally, cutting days off your onboarding timeline and keeping sensitive data out of inboxes.
Real-time progress and notifications
A simple progress tracker shows clients what’s complete and what’s next, reducing “just checking in” emails. Both your team and the client receive instant notifications as forms, documents, and signatures are submitted.
Why law firms choose us
Built for the legal sector
Our tools are designed specifically for law firms – built around client confidentiality, GDPR, and SRA compliance. No generic solutions here.
Fast, low-friction delivery
We design, build, and launch your onboarding portal in weeks, not months – without disrupting your existing case management or IT systems.
Secure by default, always
From encryption to permissions, every element is built to meet legal standards for client data security – giving you and your clients total confidence.
Deep understanding of legal workflows
We’ve worked with law firms across multiple practice areas and know how lawyers and clients work. Our solutions fit seamlessly.
Ready to see how this could work for your firm?
We’ll review your current onboarding process and outline what a secure digital solution could look like, with pricing and delivery timescales included.
What law firms are saying
Frequently Asked Questions
No. This solution is designed to work alongside your current setup – not replace it. It handles client-facing onboarding tasks and integrates smoothly with your existing processes.
Absolutely. Each workflow, form, and document type can be tailored to the needs of conveyancing, family, private client, employment, disputes, or other departments.
Yes. Every part of the system is built with UK GDPR and SRA compliance in mind. All data is encrypted, stored securely, and hosted on trusted infrastructure.
Very little. We guide you through a short onboarding process and gather what we need. After that, we build and deliver the solution for you.
We can add new features, like client messaging, document tracking, or additional workflows, at any time. The system is designed to grow with your firm.
Stop onboarding clients with PDFs and email threads.
Give your clients the seamless, secure digital experience they expect and free your lawyers from unnecessary admin.
