Demos · Law firm CRM
Enquiries, clients, the diary, bills and services for a firm of solicitors, with the conflict register, due diligence and client account in the same place.
Sound familiar?
No new matter opens until the conflict search is clear. Every search is logged with the name, any match and the date.
The engagement letter waits for verified ID. If you must go early, the system asks for a reason and keeps it on file.
Every matter has its own client and office account ledger, so you always see what is held and what is billed.
What you get
Search a name once and the result is saved with the date, so you can show your checks.
Fee earner, stage and file destruction date on every matter, so nothing is kept too long.
Quote, bill and track services from the same place you run the matter.
Letters and reminders are drafted for you. A named person sends each one.
Inside the demo
12 things you can click through today, in plain words. Yours can have all of them, or only the ones you need.
You land on your matters, with each enquiry filed under its matter and new ones waiting to be filed.
Enquiry, conflict check, due diligence, engagement letter, open, work in progress, bill, paid and closed.
Going ahead before ID is verified shows the regulation, asks for one of three set grounds, and logs the choice.
For each person or company: the evidence used and a review date, shown as verified, pending or review overdue.
Property, employment, wills and probate, or commercial, and a matter can close as declined for a conflict.
The client record lists every matter, with its status and destruction date.
Deadlines show all day, hearings book two hours, and meetings book an hour and a room.
Three hourly rates sit beside fixed fees for conveyancing, wills and probate on the same bill.
Searches and court or registry fees can be billed without VAT, with the basis shown on the line.
Issuing a bill sets it due in 30 days, and it shows as overdue once that date passes.
A service on an enquiry lists the checks ahead, with links to the rules behind them.
Double-booking a person or a room, or booking outside hours or in the past, is refused with the reason.
Operationally accurate
A new matter cannot open until the conflict check is clear, so nobody acts against an existing client by accident.
Identity checks are tracked while the relationship is being set up, and work that depends on them waits until they are done.
From this demo to your system
Same idea, shaped around your business: your stages, your words, your rules.
A short call about your business, your rules and the tools you use today. You get a free quote.
A written plan of every screen and rule, so you know exactly what you are getting.
A working demo of your own system, like this one, so you can steer it as it grows.
Most systems are live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running, with free patent-pending AI governance included.
Questions
Yes. This demo follows UK rules. We build yours around your jurisdiction's rules and your firm's own policies.
Where your system uses AI, our patent-pending SCRS layer swaps client names for tokens before any model reads them.
Most systems go live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running.
Where a system uses AI, the patent-pending firewall swaps client details for tokens before any model reads them.
The system drafts, and a named person releases every message.
Refusals, overrides and exports land in a log nobody can quietly edit.
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We'll show you what it could look like, measured to fit before anything is built.
