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Documents & compliance

Everything you hold, traceable.

Documents, precedents and safe custody items each carry a version, an owner and a timestamp, on the matter they belong to.

Produce the file
RequestProduce the file · Law SocietyREQ-2043
Documents and versions—
Precedents used—
Safe custody items—
Verification records—
Attributed actions—
Filtering the matter…

When they ask for the file, you filter.

A production request takes an afternoon, not a fortnight.

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What’s in documents & compliance

3 modules, one workspace.

Document ManagementThe current version, on the matter, every time.Version-controlled files that live on the matter, three routes in from Outlook, and external access that can be tracked when sharing.
  • One current version
  • Three ways in from Outlook
  • Access and sharing, tracked
Explore Document Management PrecedentsAnswer the questions. The document assembles.A firm-owned library of precedents that assemble from a short question set, pulling matter data where it already exists, so every draft starts at the firm’s standard rather than a blank page.
  • Firm-owned, not vendor-supplied
  • Assembled from questions
  • Guidance for your team
Explore Precedents Safe CustodyEvery deed and every will, and exactly where it is.A definitive register of everything the firm holds in custody, attached to the matter it belongs to, with check-in, check-out and a timestamped history for every movement.
  • Know what you hold
  • Know where it is
  • Prove it years later
Explore Safe Custody

See these modules running on your firm’s own matters, with your data in front of you.

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In practice

Produce the file, not a reconstruction.

Documents, precedents, custody records and verification checks sit on the matter with their full history. When somebody asks for the file, you filter rather than rebuild.

Filed as it happenedFull history retained
Book a demoA walkthrough on your firm’s own matters.
Three people, one document
Statement of claim · Lomax v Corriganv4
KMK. Mercerdraftingopening…
DID. Iqbalreviewingopening…
AVA. Vasquezpreparing the briefopening…
Three people, one file…
The rest of the platform

It only works because the rest is in the same place.

Case & client managementMatters, clients, tasks and calendars in one workspace, so the whole firm works from the same record.4 modules Financial operationsTime capture, invoicing, optional trust workflows and clearly defined Xero sync behaviour.4 modules IntelligenceAI and MCP product direction, reporting and dashboards, connected to the firm’s practice data.3 modules
Data hosted in AustraliaOne platform, one login, one audit trail across every module.See the integrations

See documents & compliance on your firm’s matters

A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.