Frequently asked questions
FAQs
Frequently asked questions
Security and governance
Designed to work with your requirements
Every arrangement should be configured around the instructing firm’s policies, approved systems, access controls and supervision requirements.
Role-based access where applicable
Clear audit trails and status records
Agreed data-retention procedures
Documented escalation routes
Confidentiality obligations
Staff training and defined responsibilities
Processing only under the law firm’s documented instructions
Support for the firm’s data-protection and supplier-due-diligence process
Arrangements are agreed contractually with each instructing firm. We do not make regulatory approval or certification claims.
Let’s review your onboarding process
Book a short discovery call to discuss your current process and whether a controlled pilot would be suitable.