Every 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.

Safe custody register2 held

Will · A. Petrakis

Vault A

HELD

Title deed · 14 Wattle Street, Ashgrove

Vault A

HELD

Share certificate

Checked out · K. Mercer

OUT

Movement trail · Share certificate

Checked out· K. Mercerjust now

Checked in· Vault A6 Mar, 9:42am

Data: Built and hosted in Australia
Trust accounting: Law Society of NSW certified
Audit: Every action attributed

Most relevant toFor Practice Managers

What changes

Never lose track of what you hold.

Top three benefits your firm will notice.

Know what you hold

One register covering every item in the firm’s custody, attached to the matter it belongs to.

Know where it is

Location and current holder tracked down to the individual item.

Prove it years later

Check-in, check-out and full history, timestamped and attributed, produced on request.

Safe Custody

Someone will ask where the original is. Years from now.

Nobody wants to explain to a family that a will cannot be located.

Book a demo

How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Safe Custody.

01/ 04

Registered against the matter

See it on your own matters

Registered against the matter
An item is registered against the matter it belongs to, with its location.
Every movement recorded
Every movement — checked out, returned, released to a client — is recorded with who and when.
Searchable firm-wide
The register is searchable across the firm, so locating an item is a query rather than a memory.
History in seconds
Producing a full custody history for any item takes seconds.
Recorded, attributed, exportable