Every client, in one complete record
Keep contacts, directors, shareholders, company history, documents and the services you provide against each client—so your whole team always works from one current source of truth.
Everything you know about a client, together
No more hunting across drives, inboxes and spreadsheets for client information.
Contacts & relationships
Store contacts, directors, shareholders and related parties for each client.
Ownership & company history
Maintain capital structure, share transactions and company history.
Documents
Keep client files and documents organised against the client record.
Custom fields
Add any field you need to track and filter clients however you work.
A 360° view of every client
See contacts, ownership, assigned services, documents and engagement history in one profile, so anyone on the team can pick up a client and have the full picture.
- Contacts, directors and shareholders
- Assigned services and history
- Documents and custom fields
Bring clients across without the pain
Import your existing clients, contacts and company data from spreadsheets or another system, and share secure access with clients via magic links when you need information.
- Import from spreadsheets or other systems
- Custom client fields
- Secure client access via magic links
Files where you expect them
Upload and organise documents against each client so the right file is always one click away, with everything kept securely in the cloud.
- Files organised per client
- Secure cloud storage
- Quick access for the whole team
Map ownership and related parties
Record shareholders, directors and related parties with a clear ownership breakdown, so you always know who is behind each entity and how it connects to the rest of your client base.
- Shareholders, directors and related parties
- Clear ownership breakdown per entity
- Connections across your client base
Everything connects in one platform.
Explore the other features that work alongside this one.
One source of truth for every client
See how firms keep every client detail in one place.