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Workflow automation for UK service businesses. Created in the UK.

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LegalUseCases
WorkflowAutomation

Matter management and compliance workflows for law firms, legal service providers, and in-house teams.

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Legal Solutions

10 workflow automations

Each workflow is purpose-built for legal operations — not generic templates.

Centralise Every

Manage cases, documents, deadlines, and billing from a single platform built for UK law firms and legal service providers.

Matter TrackingSRA Compliant

Never Miss a

Automate CPR limitation dates, court filing windows, and regulatory deadlines so your fee earners can focus on casework, not calendars.

Deadline AutomationCPR Compliance

Generate Legal Documents

Auto-populate contracts, witness statements, court forms, and client letters from your matter data — eliminating copy-paste errors and saving hours of drafting time.

Document AutomationTemplate Library

Prepare Court Bundles

Assemble, index, and paginate hearing bundles in minutes — not days — with automated collation and CPR-compliant formatting.

Bundle AutomationCPR Compliant

Manage Legal Holds

Issue, track, and enforce litigation hold notices across your organisation — ensuring relevant data is preserved and defensible deletion policies are paused on time.

Litigation HoldData Preservation

Automate Client

Capture enquiries, run conflict checks, verify ID, and open matters automatically — turning a days-long onboarding process into minutes.

Client OnboardingAML Compliance

Run Conflict Checks

Search your entire matter history for potential conflicts of interest in seconds — protecting your firm from SRA breaches and professional embarrassment.

Conflict ScreeningSRA Compliance

Streamline

Manage means assessments, LAA reporting, and cost limitations from a single platform — ensuring compliance with Legal Aid Agency rules while maximising recoverability.

Legal AidLAA Compliance

Manage PI Cases

From initial instruction through medical evidence, settlement negotiation, and costs recovery — automate every stage of your personal injury caseload.

Personal InjuryClaims Portal

Stay on Top of

Centralise regulatory obligations, automate compliance checks, and maintain audit-ready records — giving your COLP and COFA confidence that nothing is being missed.

SRA ComplianceRegulatory Reporting