Ergonomy
Personalization
Your platform - your identity. Upload your logo, apply your colours and font, choose your prefered icons from a vast library
Ergonomic interface
Navigate through your platform seamlessly and enjoy from a user-friendly interface
Flexible login
For each of your services, decide when you want your clients to connect
Workflow builder
Recommended for 4+ years with no choking hazard, build your workflows like you play with legos
Progress bar
Follow the progress of your files at every stage
Client portal (White label)
Your platform - Your identity - Your url
Multilingual
Avoid miscommunication due to language barriers
Instant onboarding
Welcome your users on your platform in your own way
Legal efficiency
Reminders & Alerts
Setup automatic notifications for all stakeholders so you never miss a deadline
Smart validation
Validate your final documents based on information coming from several sources in a blink
Plug & Play library
Define and customize matter templates that suits exactly your know-how
Search
Powerful search that disposes information at your fingertips so you never feel lost
Entities
Reduce data entry with access to centralized and updated information
Contracts database
Regroup all your templates in a single secured space and make them dynamic
Book meetings
Propose meetings in a blink and avoid email churn to book a meeting
Smart document renaming
Good bye to traditional ABC123_V1_final.pdf naming convention. All your documents are magically renamed
Consolidated journal
Access your dossier dedicated journal with all the historic of activity
Delay management
Anticipate upcoming delays ahead of time and set expectations for your teams and clients
Legal security
Role based access control
Restrict security breaches by defining granular access to information
QR code generation
Include a QR code in your document with the data that you need. Place it anywhere
2FA
Secured access to your platform for all users
Secured archive
All your information securly stored on your desired cloud solution
Legal tool box
Instant chat
Keep your team in the loop and always stay connected with your clients
eSignature
Send your envelopes for online signature directly from the platform and monitor the progress
Registered letters
Either sending an email or a registered letter with acknowledgment of reception - available on a single interface
Payment
Collect online payment in a secured way on the platform, if you decide to do so
Legal announcement
Generate and publish legal announcement in a click
Real time info check
Extract up-to-date information from the government database
KYC / KYB
Avoid late KYC/KYB processes and reduce compliance risk
Corporate calendar
Never miss a corporate deadline and inform your clients in due time regarding any legal duty
Help center
Support your clients needs, propose collaborations and add value to your firm
Contextual FAQs
Share your know-how and expertise with your juniors and clients to avoid communication gaps
Autonomous invoice generation
Access your personal invoice generator with your own invoice numbering system
Accounting center
Dedicated space for all your clients to centralize and share their invoices
VAT calculator
Added value for your clients to evaluate and estaimae the cashflow of their company
Monitoring
Analytics
Measure the performance of your firm and your team efficiency and workload
Actionable dashboard
Much more than a traditional dashboard. TO DO: Contact us to check it out
Smart dossiers
Dynamic questionnaires
Build your own forms and create frictionless questionnaires
Emails integration
Centralize your internal and external correspondances in one single space
Documents generation
Generate your customized templates based on your scenarios
Document edition
Amend your generated documents to address the unique needs of your clients
Documents management
No more messy dorpbox. Your documents are classifed and categorized as per your needs
Team work
Collaboration
Invite and share with your business experts and teams on a single interface
User groups
Stop dreaming about effective team work and start doing it with our unique feature
Post-it
Just like the good old days but much better