Roles & demo logins

Try the portal as any role.

Department views

Every role sees exactly what they need to work on.

The same case looks different for the client, the assistant, the compliance officer, the notary and the director. Open a demo as any role to feel the difference.

Client

My requests, missing documents, messages, signing status

Enter Client demo

Assistant

New intakes, document review, client follow-up, tasks

Enter Assistant demo

KYC / Compliance Officer

KYC, UBO, PEP, sanctions, source-of-funds, risk

Enter KYC / Compliance Officer demo

Legal Employee

Drafting tasks, document review, internal notes

Enter Legal Employee demo

Notary

Final approvals, exceptions, signing-ready cases

Enter Notary demo

Director

Workload, bottlenecks, compliance risk, performance

Enter Director demo

Admin

Users, roles, services, templates, branding, retention

Enter Admin demo