How it works
From client intake to a review-ready application.
Watch the walkthrough
Five steps, one of which is yours.
Open the matter.
Create the file in your account and choose the route. The system produces a secure client link.
Every matter in one list, with what needs your review at the top. The client provides documents.
Guided questions in plain English, uploads from a phone, and automatic prompts for anything missing or expired.
The data is extracted.
Details are read from the documents and written into the file, each field linked back to the page it came from.
You review.
The draft form and bundle open for your fee earner. Amend anything, add the representations only a practitioner can write, and approve. This step cannot be skipped.
Your firm submits.
You export the completed application and supporting bundle and submit it through your own account. The file keeps a record of who did what and when.
Try it.
A 30-minute demo, then three applications on us so you can judge it on real work rather than a slide deck.
Book a demoThis opens Calendly, which sets its own cookies under its own privacy notice.