Stay Audit-Ready and Documentation-Driven Without Friction.
We help firms and SMEs secure, structure, and simplify their information so they stay compliant, confident, and always audit-ready.
Problems we solve
Common pain points that trigger automation projects:
- Lost or duplicated files across multiple folders
- Unclear version control and data ownership
- Manual filing that slows down audits
- Difficulty meeting retention and data-protection policies
- Knowledge trapped in inboxes or personal drives
Compliance should create confidence, not complexity. We build systems that make governance effortless.
Popular use case
Legal or accounting firms maintaining secure client records
Compliance teams managing audit evidence
HR and operations tracking SOPs and policies
SMEs building ISO or GDPR repositories
Central knowledge bases for multi-office teams
Key features & capabilities
Implementation process
A predictable, low-friction rollout:
Case Study: Legal Firm Document Management and Compliance Transformation
Client: Legal Practice Client
Challenge
Rapid document growth and audit delays.
Solution
Centralised SharePoint DMS with AI search and approvals.
Impact
55 % faster compliance reporting and improved traceability.
Pricing & Plans
Starter
£490/Per Month
- Document automation, DMS, task workflows
Professional
£890/Per Month
- Dashboards, client portals, compliance pack
Enterprise
Custom Quote
- Full automation, analytics, dedicated support
Essential
$29/Per Year
- Lead, deal, contact, calendar and pipeline management
- Seamless data import and 400+ integrations
- 24/7, multi-language support
Professional
$69/Per Year
- Full email sync with templates, open, click tracking & emailing
- Automations builder, including email sequences
- Meeting, email and video call
Enterprise
$199/Per Year
- Streamlined lead routing and account access control
- Document and contract management with e-signatures
- Revenue forecasts & reporting
Frequently asked questions
How do I know if my system meets compliance standards?
We audit and map your workflows against GDPR, DPA, or ISO requirements.
Can automation improve compliance accuracy?
Yes — automated retention, tagging, and approvals reduce human error.
Do you train our team?
Yes — we provide governance handbooks and admin sessions.
Will I need to replace current storage tools?
Not always — we integrate with SharePoint, Zoho, and other secure systems.
How secure is the system?
All environments use encryption, role-based access, and activity logs.
Ready to build compliance into your workflow?
Book your free audit and we’ll assess your current document structure and show how governance systems make compliance effortless.