Compliance support
A compliance-support toolkit that helps your firm meet its obligations — publishing required price and service information, and keeping the registers a well-run firm needs.
Transparency
Capture and publish SRA price/service information: what’s included, excluded, timescales, key stages.
Complaints register
Log complaints from received to outcome, including Legal Ombudsman referral.
Undertakings register
Track every undertaking given — a major negligence and insurance risk if missed.
Retention
Per-matter retention schedules so files are kept and disposed of correctly.
Built for how firms actually work.
- ✓ AML / KYC and source-of-funds checklist with risk rating
- ✓ Compliance checklist that flags missing required information
- ✓ Review reminders for transparency and policy pages
- ✓ Always “support”, never a claim of automatic SRA compliance
Why it matters
Manage SRA price/service transparency, complaints, undertakings and retention.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
Explore more of the platform
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