Verify · Sign · File · Prove
Every matter follows the same flow, whoever on your team runs it.
One admin, shared templates and one set of rules. Each matter is verified, signed, filed and proven the same way, whether it is a lease, a tax authorisation or a closing.
- 1
Verify
Know who you are dealing with
- Identity verification built into client onboarding
- AML screening with the same checks for the whole firm
- 2
Sign
Agree it and get paid
- AI-powered e-signatures with shared templates
- Built-in client payments at signing
- 3
File and record
Send it where it has to go
Varies by profession and market
- UK: VAT Making Tax Digital, SDLT and Land Registry
- US: county eRecordingComing soon
- US: W-9 collection and 1099 filingComing soon
- 4
Prove
Keep the evidence
- Tamper-evident audit trail on every signed document
- Certificate of completion with a SHA-256 document hash
Also included
- Client onboarding packs
- AI contract risk scoring on every document
- Smart field detection
- Clause library
- AI chat: ask questions of any document
- Contract intelligence: renewals and obligations
- Multi-party signing
- Expiry reminders
- Google and Microsoft sign-in
- Outlook add-in: send an email attachment for signaturePlanned
- Word add-inPlanned
- Shared templates and one admin for the whole firm
- One login across multiple organisationsPlanned
Alongside every step
Coming soonSecure Data Rooms
Give every client or matter a private room, with the same NDA step across the whole team.
Share confidential documents as a team. Prove who saw them.
Give every client or matter a private room, with the same NDA step and record of views across your whole team, so nothing depends on one person's inbox.
- A room for every matterOne private room per sale, client file or closing, with folders that match how you already work.
- NDA signed before accessViewers sign your confidentiality agreement first. Nobody opens a document until they have.
- You decide who sees whatInvite by email, set view-only or download, add an expiry date, and revoke access at any time.
- A record of every viewA time-stamped trail of who opened what, kept alongside your signing audit trail.
Get early access
No spam. We will email you once when Secure Data Rooms opens for teams.
Client matter room
Private room
- Identity and verificationView only
- Signed agreementsView only
- Working papersView only
Activity
- Opened by J. Patel14:02
- NDA signed by J. Patel13:58
Illustration only. Secure Data Rooms are in development.
What teams will use it for
- Client files shared between colleagues and outside advisers
- Matter or deal packs with a signed NDA for each outside party
- Documents with an expiry date that you can revoke at any time
- One record of views next to your signing audit trail
Team Plans
All plans include unlimited e-signatures, AI features, and no envelope caps. Annual billing saves 2 months.
Team Starter
3 seats
- Everything in Pro
- Org Admin dashboard
- Shared clause library
- Team analytics
- Member management
- Role-based access
Team
10 seats
- Everything in Team Starter
- Org Admin dashboard
- Shared clause library
- Team analytics
- Member management
- Role-based access
- Bulk send
- API & webhooks
Business
25 seats
- Everything in Team
- Org Admin dashboard
- Shared clause library
- Team analytics
- Member management
- Role-based access
- Dedicated success manager
- SSO (SAML 2.0 / OIDC)
Enterprise
50 seats
- Everything in Business
- Org Admin dashboard
- Shared clause library
- Team analytics
- Member management
- Role-based access
- Custom signing domain
- White-glove onboarding
All plans include unlimited e-signatures, AI features, and no envelope caps. Annual billing saves 2 months.