INDICATIVE / SINGLE FIRM
From £1,500 / month
From £10,000 implementation.
One entity, up to 15 named staff, configured core workflows and web customer portal.
A CONTROLLED START
Your firm.
Your operating model.
Begin with your legal entities, permissions, customer groups and service model. Enable only the product families and jurisdictions your firm is authorised to serve.
INDICATIVE / GROWTH
From £4,000 / month
From £25,000 implementation.
Multiple departments, up to 50 named staff, broader product and reporting configuration.
GROUP / NETWORK
Scoped quotation
Principal/representative networks, multiple entities and jurisdictions, bespoke integrations and service requirements.
Illustrative pricing for scoping only, not an offer to contract or an activated subscription. Taxes, screening/identity usage, provider APIs, messaging, document storage, migration, specialist legal work and native mobile releases are quoted separately. No checkout or billing is activated.
From scope to evidence.
Define the firm, licences, intermediary models, jurisdictions, customer types and advised/non-advised routes.
Appoint Board reviewers, accountable managers, departments and time-limited delegated authorities.
Configure provider panels, product governance, customer records, specialist competence, money routes and evidence gates.
Connect and validate identity, sanctions, documents, quotes, placements, payment and reporting providers where required.
Complete legal applicability, security/privacy assessment, restore tests, user acceptance and independent release approval.