How it works
Watch a case move from the client portal through AI intake, the document vault, compliance, drafting, notary approval, signing and archive — with management oversight on every step.
The intelligent case flow
A live representation of how a single dossier flows through every department — with checks, approvals and audit evidence captured automatically.
Client portal
Request
AI intake
First check
Document vault
Secure upload
Compliance desk
KYC / risk
Assistant desk
Tasks
Legal review
Drafting
Notary approval
Sign-off
Signing room
Execute
Archive vault
Retention
Management
Insights
Each station logs an event · Every action is auditable · Management sees everything