How it works

From client intake to a review-ready application.

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.
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.
Your review
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.

A 30-minute demo, then three applications on us so you can judge it on real work rather than a slide deck.

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