Library of customizable templates
Define and customize workflow templates based on your expertise and work habits.
Regroup all your templates in a single secured space and make them dynamic.
Validate your final documents based on information coming from several sources in a blink.
Smart document renaming
Goodbye to traditional and not efficient renaming. All your documents are automatically named and stored.
Avoid miscommunication due to language barriers.
Reduce data entry with access to centralized and updated information.
Access to the history of your file activities.
Anticipate upcoming delays ahead of time and set expectations for your teams and clients.
Reminders & Alerts
Setup automatic notifications for all stakeholders so you never miss a deadline.
Access all your documents and useful information automatically classified according to your internal practices.
Connected legal services
Share eSignature from a single interface and follow files progress smoothly.
Connexion with: DocuSign
Check your information in real time and from official databases.
Connexion with: INSEE,BODACC,INPI etc...
Know Your Customer (KYC)
Avoid delays in file management and reduce KYC or KYB compliance risks.
Connexion with: IDCheck, ShareID
Connect your favorite cloud account and stay in control of your data storage.
Centralize all your electronically signed documents in a secure vault.
Caisse des dépôts
Automate your recurring emails.
Connexion with: SendGrid
Communicate instantly with all your contacts.
Simply send all your simple or registered mail.
Connexion with: MySendingBox
Propose a payment step for your online services.
Generate and publish your legal announcements automatically.
Le nouvel Economiste
Share your documents and information with your banking partners.
Crédit Mutuel and Crédit du Nord
Manage your domiciliations easily.
Connexion with: Sedomicilier.com
Collect all the required information with smart legal questionnaires.
Generate custom templates based on your work habits.
Edit your generated documents to meet the unique needs of your clients.
Centralize your internal and external correspondence in a single workspace.
No more random filing of your documents. Your files are stored and categorized according to your work habits.
Centralize all deadlines in a calendar. Your clients are informed at each important step.
Stop dreaming about effective team work and start doing it with our unique feature.
Keep your team in the loop and always stay connected with your clients.
Your know-how available in all languages. Avoid miscommunication due to language barriers.
Just like the good old days but much better.
Propose meetings in a blink and avoid email churn to book a meeting.
Your platform - your identity (logos, colors, icons...). You are at home and you can share it with your clients.
Navigate through your platform seamlessly and enjoy from a user-friendly interface.
For each of your services, decide when you want your clients to connect.
Build your workflows like you play with legos, adapting them to your practice.
Follow the progress of your files at every stage.
Client portal (White label)
Your platform - Your identity - Your url.
Welcome your users on your platform in your own way.
Share your know-how and expertise with your juniors and clients to avoid communication gaps.
Support your clients needs, propose collaborations and add value to your firm.
Measure the performance of your firm and your team efficiency and workload.
Much more than a traditional dashboard. Contact us to check it out.
All your information securely stored on your desired cloud solution.
Secured access to your platform for all users.
Role based access control
Limit security breaches by defining individual access rights.
QR code generation
Include a QR code in your document with the data that you need. Place it anywhere.
Corporate basics tool box
Dedicated space for all your clients to centralize and share their invoices.
Autonomous invoice generation
Access your personal invoice generator with your own invoice numbering system.
Never miss a corporate deadline and inform your clients in due time regarding any legal duty.