No-code workflows
A low-touch way to digitise client-facing workflows and radically improve the client experience.
How it works
- 1
Select steps that enable you to replicate your manual processes
From document collection to the level of KYC, from terms of business to collecting payment – build a beautiful digital process in seconds
- 2
Give your workflow a name and set permission levels for which team or practice area can use it
From conveyancing teams to corporate teams, or a centralised onboarding team, replace dozens of back and forth emails and poor audit trails
- 3
Get started!
Get up and running to start seeing value within a day.
Less work, more flow
Drive faster onboarding, better compliance and a beautiful client (and firm) experience.
API integrations
Client due diligence
UBO and PSC checks
Firm-branded
Secure, fast payments
Client onboarding
MLRO oversight
Data insights
No app required