Solutions / Law firms
Intake finished before the first appointment.
One request pack per matter. The person you act for uploads identity and source of funds, answers the questions your risk team needs and approves the engagement letter, all before they sit down with you. What arrives is on the file, dated, with a history.
- QuestionThe other sideAnswered
- QuestionTheir solicitorsAnswered
- QuestionAnyone elseClear
Intake, as a list
The Intake (legal matter) template covers the common ground, and a conveyancing sale has a template of its own. Probate, family and immigration start from intake and add their own.
- Mark Hughes · identity and funds
- UploadPhoto IDMHMark HughesRachelin 3 daysComplete
- QuestionSource of fundsMHMark HughesRachelin 5 daysReady to check
- UploadSource of wealthMHMark HughesRachelin 7 daysAwaiting reply
- FormMatter questionnaireMHMark HughesRachelin 9 daysComplete
- FormConflict checkMHMark HughesRachelin 11 daysComplete
- Mark Hughes · the matter
- ApprovalEngagement letterMHMark HughesRacheltomorrowAwaiting reply
- UploadExisting agreementsMHMark HughesRachelin 3 days1 file sent
- UploadLetters from the other sideMHMark HughesRachelin 5 daysComplete
- QuestionOther advisersMHMark HughesRachelin 7 daysComplete
- ApprovalAuthority to actMHMark HughesRachelin 9 daysAwaiting reply
An illustration. The names are made up.
What the person you act for sees
Your name at the top, their matter and a short list. No account, no password, no portal registration email that goes to spam. They photograph a passport on a phone and it lands on the file.
The portal way
A typical sign-up portal, not a Docsroom screen.
The Docsroom way
One link. No account, no password.
An illustration. The names are made up.
How a matter is held
A pack per matter, not per person
Someone you act for on three matters has three request packs. What belongs to the conveyance stays in the conveyance, which is what your file review expects.
The thread is the attendance note
Every question, answer, file and change is one dated line under the request it belongs to. Nothing depends on somebody remembering to save an email to the matter.
Handover without losing the history
Move a matter to another fee earner and the request pack goes with it. The link you sent keeps working and the record does not restart.
The pictures are illustrations. The names are made up.
Disclosure, in an indexed room
For a matter with a bundle, the room is indexed and shared read only with the other side. Questions come back as requests you can answer privately, and every download is logged against the party that took it.
- An index for the other side
- Questions private to who asks
- Terms accepted before anything opens
- The bundle downloads as one ZIP
- UploadPhoto IDpassport.pdfComplete
- FormConflict checkReady to check
- ApprovalEngagement letterReminder sent
On customer due diligence
Docsroom holds the evidence, the date it arrived, who provided it and every download since, and exports that as a dated record for the file. It does not verify identity, does not run electronic ID checks and does not form a view on risk. Those remain matters for your firm and your MLRO.
Open a room for your next matter.
Free for 14 days, no card.