01 · INTAKE
Legal Concierge
A guided Stage 1 enquiry captures contact details, matter context, urgency and the information needed for initial review.
Legal Instruction Vault
Better instructions in. Better legal work out.
LegalVault gives solicitors a controlled path from first enquiry to structured instruction: guided intake, secure questionnaires, encrypted records, role-based staff access and auditable activity.
Structured intakeConsistent first-contact information
Secure progressionApproved matters move to detail
Controlled accessFirm staff see what their role permits
Auditable activityKey access events are recorded
One controlled journey
From first enquiry to usable instruction.
LegalVault reduces the gap between “someone contacted the firm” and “we have enough structured information to decide what happens next.”
02 · DETAIL
Secure questionnaire
Approved enquiries can progress to matter-specific questionnaires, consent and document collection without relying on loose email threads.
03 · CONTROL
Authorised repository
Completed records enter an encrypted staff workspace with role-based access, assignment, PDF/export controls and audit review.
For solicitors
Designed around the administrative work surrounding legal judgement.
LegalVault does not try to replace the solicitor. It structures the repetitive collection, progression and access tasks around the matter so the legal team can work from clearer information.
01
Reduce avoidable back-and-forth
Ask for the right information in a controlled sequence instead of repeatedly reconstructing a matter from calls and emails.
02
Keep the firm’s process visible
Reception, intake, case handlers, supervising solicitors and auditors can be given different levels of repository access.
03
Brand the experience to the practice
The client-facing and staff-facing Vault can carry the solicitor firm’s identity while the underlying application stays consistent.
04
Scale through repeatable deployment
Live firms are intended to receive their own isolated Vault environment rather than sharing one repository with unrelated practices.
Security & data
Separation is part of the product.
The secure Vault is deliberately separate from the public marketing site. Production firms are intended to have dedicated environments, while central Control Tower services manage operational entitlement rather than legal client content.
- Encrypted repository recordsSensitive stored content is protected using installation-level encryption keys and private storage outside the public web root.
- Authorised staff onlyRepository access requires an authorised account, password and a six-digit email verification code.
- Role-based accessDifferent staff functions can be given different capabilities within the Vault.
- Tamper-evident auditKey security and access events are written to an audit ledger for later review.
- Controlled demo lifecycleThe reusable trial environment can be sanitised before reassignment to another practice.
7-day guided trial
Test it with your own workflow before deciding.
A solicitor practice can be assigned the demonstration environment for an agreed trial period. We configure the firm identity, authorised users and relevant workflow, then reset and sanitise the demo when the trial is complete.
SETUP
Practice identity
Firm branding, authorised staff and trial entitlement are configured for the demonstration.
TEST
Realistic dummy matters
Use representative test scenarios to experience intake, questionnaires, staff verification and repository handling.
DECIDE
Fresh live deployment
If the firm proceeds, the live system is deployed separately rather than converting the shared demonstration environment into production.
Request a demonstration
See whether LegalVault fits your practice.
Tell us a little about the firm and we’ll agree the most useful way to demonstrate it.
- Trial: normally 7 days
- Environment: isolated demo instance
- Users: authorised practice staff
- Next step: fresh dedicated deployment if you proceed