Questions worth asking
- Is client data isolated per firm, and can support staff casually open files?
- Is there a real permission model — and is every important action audited?
- Will the team actually use it, or fight it? Ask for a hands-on trial
- Is a client portal included, or an expensive add-on?
- Where is the data hosted, and what’s the residency story?
- How long is implementation, and what does it really cost per year?
Beware the module trap
Systems sold as a stack of separately-priced modules can leave gaps between them — exactly where matters slip. A single connected platform, where everything orbits the case, avoids that.
Usability is a security feature
Software people find painful gets worked around — files saved to desktops, updates sent by personal email. A clean, fast interface isn’t a luxury; it’s how you keep data where it belongs.
How Fitzentic compares
Fitzentic is one connected platform with tenant isolation, a full permission matrix, an append-only audit and a client portal included — UK-hosted, with simple plans and a free trial so your team can judge it for themselves.
This guide is general information for UK firms, not legal advice. Always check the current rules and guidance that apply to your firm.
See how Fitzentic helps
Run your whole firm — confidentially, with the records a well-run practice needs.