End-to-end CRM for legal firms. Client onboarding, KYC verification, company management, invoicing, and compliance — all in one place.
Every action logged with who, what, and when. Git-style diffs for complete change history. Compliance-ready from day one.
Complete data isolation between organizations. Row-level security ensures clients never see each other's data.
One-time codes via email. No passwords to forget, no credentials to leak. Device tracking and session limits built in.
Clients upload documents, check status, and view invoices through their own portal. Less email, fewer calls.
The Problem
Legal firms drown in spreadsheets, emails, and manual processes.
Client onboarding takes weeks. Documents get lost in email threads. KYC verification is a mess of PDFs and follow-up calls. Nobody knows which company needs what, and when the annual fee was last paid. Auditors ask questions, and the answers are scattered across three systems and someone's personal notes.
We built this system because we lived this chaos. Now everything is in one place, searchable, auditable, and actually usable.
Core Modules
Centralized client database with full contact history, document attachments, and service records. Filter by status, tags, or custom fields. See everything about a client in one screen.
Business Impact
No more searching through emails or shared drives. Every client interaction is logged and searchable. Handoffs between team members are seamless because the full context is always available.
Multi-stage verification workflows. Send clients a secure link, they upload documents, you review and approve. No email attachments, no manual tracking, no lost files.
Business Impact
KYC used to take 2-3 weeks of back-and-forth emails. Now it's done in days. Clients get a link, upload their documents, and you review everything in one dashboard. Audit trail is automatic.
Full corporate structure tracking. Shareholders with ownership percentages, directors, secretaries, beneficial owners. Bank accounts, documents, annual fees — everything connected.
Business Impact
No more digging through folders to find who owns what. Corporate structure changes are tracked automatically. When regulators ask about beneficial ownership, you have the answer in seconds.
Create invoices, track payments, manage expenses. Clients view and pay through their portal. See who's overdue at a glance. Export for accounting.
Business Impact
Stop chasing payments manually. Dashboard shows exactly who owes what. Clients see their invoices in the portal. Revenue reporting is one click away.
Workflow Tools
Drag-and-drop workflow management. Create boards for onboarding, company formation, annual renewals. Link cards to clients and companies.
Track deadlines, meetings, and renewals. iCalendar feed generation for syncing with your existing calendar app.
Real-time feed of all system activity. Filter by client, company, author, or date. See exactly what happened and when.
Six access levels from Platform Admin to Client. Employees see only what they need. Managers control their teams.
Track logged-in devices per user. Limit concurrent sessions. Get notified when someone logs in from a new device.
Per-organization configuration. KYC expiration rules, default currency, auto-reject timings. Each firm works their way.
Compliance & Security
Event sourcing architecture means nothing is ever deleted. Every change creates an immutable record. When auditors ask "who changed this and when?" — you have the answer.
Append-only event store. Records can be added but never modified or deleted. Complete accountability.
See exactly what changed between versions. Field-by-field comparison. Old value → new value, timestamped.
PostgreSQL RLS ensures tenant isolation at the database level. Even if application code has bugs, data stays protected.
Per-organization S3 buckets. Documents from different tenants are physically separated. Presigned URLs for secure access.
Rate limiting on authentication. Account lockout after failed attempts. IP tracking and suspicious activity alerts.
Maximum 2 concurrent sessions per user. New login kicks out oldest device. Email notification for new device access.
Access Control
| Role | Scope | Capabilities |
|---|---|---|
| Platform Admin | System-wide | Tenant creation and management, system configuration |
| Super Admin | Organization | Full access to all organization data and settings |
| Admin | Organization | User management, system administration |
| Manager | Assigned data | Full CRUD on clients, KYC, companies, documents |
| Employee | Assigned data | View-only access to managed data |
| Client | Own data | Personal profile, assigned services, document upload |
Built With
This isn't a SaaS product we're selling — it's the system we use every day to run a real legal services business. We built it because nothing on the market did what we needed. Now it handles hundreds of clients, thousands of documents, and passes every compliance audit.
Interested in a similar solution for your firm? Get in touch.