Transform your firm with our digital tools
Features
Benefits across the firm
Our unique mix of products and services help you securely connect your data to your clients through workflow integration.
Our goal is to limit dependency on valuable in-house resource - we empower your team for further rollouts across the firm.
The result isn’t a generic app or portal but your firm's own bespoke app and portal.
The best of bespoke with the advantages of a defined product.
10 Key features to increase client satisfaction
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.
Let's work together
We have been working with clients for over 10 years to deliver bespoke portal and app-based solutions – see what we can do for you!
