Features

Dashboard

Enable and customise this feature for your larger clients and customise to the metrics they need.

Case updates & progress

Define your key stages and give your clients automated updates when each stage is progressed.

Messaging & notifications

Send messages directly to your client’s web or mobile app.

Case history & schedule

Share as much or as little as you want your client to see.

Data forms

Define and implement forms direct from your workflow tool; pull data back into your process when complete.

Document sharing

Send documents to your client’s app; allow them to upload documents to share with you.

Web & mobile apps

You have the option of either or both, and both completely built to present as your firm's app. A single app for your clients to access services across the firm.

Full API

Once built every component can be accessed by our comprehensive API – allowing you to share data directly with your business clients and even receive instructions through your own API.

Bespoke integration

Want to integrate your current client onboarding or document signature solutions? We can build this, letting you keep your current provider and offering a single unified experience for your clients.

Secure

Whether you choose to host with our dedicated Data Centre Partners (CTS) or with our dedicated Azure Hosting the entire solution has been designed around security first. Wherever possible we will avoid hosting data - instead, using our experience to draw data from your systems on demand and only as needed.