# Accountants, solicitors and advisers

Small accountancy practices, law firms, financial advisers, consultants and agencies: we build secure client portals, automate the chasing and help your website bring in the right clients.

## The things that eat your day

- Chasing clients for documents, again
- Sensitive files sent as email attachments
- Onboarding and ID checks that take too long
- Time lost answering the same basic questions

## How we help

- **A website that brings in the right clients** (Websites). Explains your services clearly, sets expectations on fees and books consultations.
- **A secure client portal** (Business software). Document upload, e-signatures and progress updates in one place, with automatic reminders.
- **An internal knowledge helper** (AI helper). Finds answers in your own templates, policies and past work, and respects who is allowed to see what.
- **A snap-and-send app for clients** (Mobile apps). Clients photograph receipts and documents and send them straight to you.

## Built in from the start

- Secure document exchange instead of email attachments
- Client onboarding with ID and anti-money laundering checks through approved providers
- Access controls so staff only see the files they should
- Data kept in the UK, with a full record of who did what

## Example: A small accountancy practice with four staff

Problem: January spent chasing clients for records by email, with files arriving in every format imaginable.

What we do: A client portal with a checklist, automatic reminders and photo upload for receipts.

Result: Records arrive earlier and in one place, with far fewer chasing emails in January.

## Questions

**Is it secure enough for client data?** Yes. Files are encrypted, access is controlled per person, and every action is logged.

**Will it work with our practice software?** Often. We'll check what you use on the free chat and connect to it where it makes sense.

**Do you understand our regulatory duties?** We design around confidentiality, data protection and record-keeping, and work with your compliance lead on anything specific to your regulator.