Let's face it...
your practice has been held back for too long by outdated technology.
Henry Ford once said that if he'd asked the people what they wanted, they would have said "a faster horse." Well we promise that if you book a demo with us, we won't show you a faster horse. . . or any other horse for that matter.
What we will show you is a new kind of software that revolutionises how you run your practice and the experience you provide to clients.
A connected taskspace automates your workflows, streamlines your document creation and reporting. Everything is digital, everything connects.
Automate Statements of Advice and build better workflows for collaborating with outsourced paraplanners. Create automated compliance reports and transform your client experience.
Transform internal legal teams from document producers to strategic knowledge managers with self-serve workflows for the rest of the organisation. For law firms, create high margin legal services.
Any professional services business that wants to increase the efficiency of their practice can benefit from a connected taskspace. Automate workflows and streamline document production.