[background image] image of busy office environment (for an hr tech)
Know Your Client. Protect Your Practice.

Early Access

Join 50 founding firms getting early access to automated client screening. Lock in your spot—and your pricing—before we open to everyone.

Thank you! We’ll be in touch soon.
Submission failed. Please try again.

Still verifying clients manually?

Your client intake process is costing you more than time.

Every new client means the same drill: collecting IDs, verifying contact info, running conflict checks, chasing down missing documents. It eats 45 minutes per client—time you're not billing.

When verification slips through the cracks? The average fraud loss for small firms hits $25,000. One bad actor can wipe out months of revenue.

Verification that works while you do.

Run screening, identity, and document verification in a single workflow. You get a verified file before the first consultation. Built for how small firms actually operate. No enterprise contracts, no minimum volumes, no IT department required.

  • Screening in less than 1 minute
  • Privilege protected—client data stays safeguarded
  • Fraud prevention - verify before the first consultation