Contact Management

Everything about your clients and contacts on one convenient card.

Why a Centralised Client Record Matters

Consolidate every piece of client data into a single, searchable record. No more hunting across disparate screens or spreadsheets. See every matter related to a client in one place, and click for direct access. Every edit is recorded and logged, with full traceability of before and after changes.

Contact Hub

Store multiple telephone numbers, emails, and addresses, each with full audit trails and change history validation.

Built-in Compliance

Automated AML alerts, duplicate-email detection and secure client-portal verification keep you regulator-ready.

Client Doc Management

Upload, optimise and tag client files directly from the profile. Files are encrypted and automatically compressed.

Security & Trust at the Core

Industry-leading security measures embedded directly into the workflow.

Two-Factor (2FA) App-based verification for every portal user.

Portal Security Mandatory postcode and phone verification.

Anti-Fraud Real-time alerts for suspicious IP activity.

Permissions Granular role-based access control.

Secure Your Practice Today

GDPR Ready

Fully compliant with the UK Data Protection Act.

Audit Logs Active

Add Companies and Individuals

Acme Corp Ltd

Director A

Director B

Visual cues make roles instantly obvious.

Relationship Mapping Made Simple

Link contacts together.

Legal matters often involve multiple parties—spouses, children, business partners or corporate entities. Legal CM allows you to associate contacts and define their relationship to one another.

One-Click Linking:
Add partners or corporate links directly from the client card without leaving the record.

Ready to transform your practice?

Get Started

Smart Legal Case Management Software

020 3904 1691