Security & compliance
Secure. Compliant. Enterprise-grade.
Your client data is protected by design. Compliance is not an extra step. It is built into everything you do.
UK HostedGDPR CompliantISO 27001 AlignedUK DPA ReadySQM & Lexcel
Protected by design
Enterprisesecurity,endtoend
From encryption to access control to breach response, security is engineered into the core of the platform.
- Multi-tenant SaaS with complete data isolation
- AES-256 encryption at rest, TLS 1.3 in transit
- 2FA, role-based access and IP restrictions
- Immutable audit logs with 7-year retention
- Regular penetration testing and backups
- ICO and SRA breach response ready
Data protected by design
Encrypted. Isolated. Auditable. Always.
- Encryption at rest, AES-256
- Encryption in transit, TLS 1.3
- Audit log retention, 7 years
Compliance dashboard
23
red
18
amber
87
green
- Overdue supervisionAction
- Unsigned client care letterChase
- Unapproved AI draft (48h+)Review
SQM & Lexcel aligned
Compliancebuiltin,notboltedon
A live Red, Amber, Green view of firm-wide compliance, with audit evidence captured as you work.
- Policies, procedures and document library
- Supervision and file review tracking
- AI use register and audit log
- Complaints, undertakings and training
- RAG status dashboard, Red, Amber, Green
- One-click auditor export pack