Convenient and compliant document storage

  • Securely store relevant documentation and files within each client’s file, for convenient team access in real-time.
  • Assign documents to different categories from a customisable list, and mark documents as privileged or sent.
  • Easily filter and export all documentation for a given period when required for disclosure.
  • Maintain a central library of key policies and document templates that is accessible to staff wherever they may be, ensuring your team produce documentation with consistent branding and statutory information.