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What we handle

The hours come back to your fee earners. The judgement never leaves them.

We do not sell a product. Our first job is the review that shows where your fee earners lose time and where the firm carries risk. We then put the smallest safe control set around that work. Your precedents shape it. Everything runs inside the systems you already have.

Document review & due diligence

Lease review comes back with the break clause and the page number attached. The same review runs across a discovery bundle. Every answer cites the source page. Nothing reaches the file without a citation behind it.

  • Clause extraction and deviation flagging against your own precedents
  • A bundle summary with page-level references
  • Comparison of amended drafts side by side

Client intake & triage

Every enquiry arrives through one controlled front door. The facts and the conflict check land in the same record. The matter reaches the right fee earner with the check already evidenced.

  • Intake that lands in your practice management record with the conflict check attached
  • Conflict-of-interest screening before a file is opened
  • AML and identity document handling with an auditable trail

Your precedents in every draft

The first version comes from your own precedent library. It already sounds like your firm wrote it. The audit trail behind it shows who changed what.

  • Letters and attendance notes in your house style
  • Agreements drawn from your own clause bank
  • Every draft versioned and signed off before it leaves the firm

Compliance & risk monitoring

Our checks run across open files and live deadlines every day. The exception reaches a partner before it becomes a complaint. The reporting pack behind it is the one your insurer asks to see.

  • Deadline and undertaking tracking with escalation
  • AML file reviews and remediation queues
  • Evidence a regulator will accept without a follow-up question

Oversight across your systems

One record covering work that currently sits in four places. Your case management and your accounts report into the same oversight. Email sits inside that record too.

  • Oversight that reaches Clio and Actionstep and Keyhouse
  • Microsoft 365 and your document management under one access policy
  • Matter opening and file closing with every step evidenced

How an engagement runs

Four stages and no surprises for your risk partner.

  1. 01

    The opening review

    We sit with your fee earners and map where the hours go and where the firm carries risk. You get the findings in writing whether or not you engage us.

  2. 02

    Your control set

    Your obligations set the scope. Data handling and retention go in writing before any work starts. You approve the human checkpoints first.

  3. 03

    Controls in place

    The work runs with one team over 4 to 6 weeks against your own precedents and your own matter files. You get the controls in writing before anything touches a live matter. Nothing here is a reskinned template.

  4. 04

    Assurance & handover

    The testing is independent. Your insurer gets an audit trail it will accept. The wider firm gets training. A support agreement keeps the controls current after go-live.