Compliance documentation,
generated in minutes

Automated compliance packs for UK regulated professional services firms. Anti-money laundering, data protection, complaints handling, and more — sector-specific, regulator-aligned, always current.

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No credit card required · 3 free compliance packs · Cancel anytime

FCA Aligned · HMRC Compliant · ICO / UK GDPR · SRA Standards · RICS Compatible

Everything you need for compliance

From document generation to client delivery, regulatory monitoring to audit trails.

📄

Document Generation

Sector-specific compliance documents generated from tested templates. AML policies, GDPR procedures, complaints handling, and 20+ more.

🏢

Prospect Pipeline

Import prospects from Companies House. Track compliance deadlines, renewal dates, and document status per client.

📧

Email & PDF Export

Send branded compliance packs as PDF attachments or give clients direct access via the client portal.

👥

Client Portal

White-label portal where clients can view documents, complete checklists, and track their compliance progress.

📡

Regulatory Feeds

Live monitoring of FCA, HMRC, ICO, SRA, and other regulators. Impact scoring surfaces what matters to your sectors.

💳

Billing & Plans

Built-in subscription management with Stripe. Usage tracking, plan limits, and upgrade prompts.

📋

Audit Trail

Every action logged — document generation, client access, email sends. Full accountability for regulatory reviews.

🔒

Multi-Tenancy

Firm-level isolation with role-based access. Each practice sees only their data, clients, and documents.

🔌

API Access

RESTful API for integration with practice management software, CRMs, and custom workflows.

Built for regulated UK sectors

Sector-specific templates, terminology, and regulatory mappings for each practice area.

🏦
Financial Auditing (SME)
📊
Accounting Practices
💰
Tax Advisory
📚
Bookkeeping Services
🏠
Conveyancing
🏡
Mortgage Broking
📈
Financial Advice (IFA)
🛡️
Insurance Broking
🏘️
Estate Agency

Simple, transparent pricing

Start free, upgrade when you're ready.

Trial

Free
No card required
  • ✓ 3 packs/month
  • ✓ 10 prospects
  • ✓ 1 client portal
  • ✓ PDF export
  • ✗ Email sending
  • ✗ API access
Start Free
Most Popular

Standard

£49/mo
Per firm, billed monthly
  • ✓ 25 packs/month
  • ✓ 100 prospects
  • ✓ 10 client portals
  • ✓ PDF export
  • ✓ Email sending
  • ✗ API access
Get Started

Professional

£99/mo
Per firm, billed monthly
  • ✓ Unlimited packs/month
  • ✓ Unlimited prospects
  • ✓ Unlimited client portals
  • ✓ PDF export
  • ✓ Email sending
  • ✓ API access
Get Started

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