Legal
Client documentation, signed engagements and deadlines that do not move.
Law firms
- Tax and payroll advisersGoing furtherHundreds of clients sending the same things every month, and always late.
- Law and accountancy firms: client paperworkGoing furtherRequesting it, keeping it findable, and handing it back whole when the time comes.
- The document room in a dealAdvancedWho saw what, when, and why that matters more than the folder.
- The firm holding its clients' recordsAdvancedYou hold the papers of two hundred companies and none is yours. That makes your archive the problem, not the solution.
Corporate and commercial
Contract law
- The life of a contract after signingGoing furtherNegotiated for weeks, signed in a day, and then it lives three years with nobody looking at it.
- Changing firms and taking the archiveGoing furtherThe change is decided in an afternoon and the handover takes months. Whatever you do not request before announcing it costs double after.
Employment
Tax
- Period end and the documents that arrive lateGoing furtherEvery period end is the same race with the same clients, and it is won before the deadline or not at all.
- Your adviser has the papers and you don'tGoing furtherDelegating the admin does not delegate the duty: if you are asked, you are the one asked — and the answer sits in another office.
Public and planning
Real estate
Banking and finance
Insolvency and restructuring
Mergers and acquisitions
Competition
Intellectual property
Data protection
Technology
Compliance
- Document control in professional firmsStart hereYou live on other people's documents: requesting, keeping and returning them whole.
- A compliance programme people actually useGoing furtherThe difference between having a manual and proving it is applied.
- Onboarding a new client at a firmGoing furtherIdentification, conflict check and written engagement, before any work starts.
- Running compliance for several clientsAdvancedA firm or consultancy with twenty clients: the same thing twenty times, without mixing it up.
- Knowing who you are working withAdvancedIn some activities, taking on a client means checking who they really are — and doing it before you start.