01 · INTAKE
Legal Concierge
Visitors are guided into a structured Stage 1 enquiry with urgency, conflict-check and contact information captured consistently.
Legal Instruction Vault
Structured legal intake. Controlled access.
A brandable legal-workflow environment for initial enquiries, secure questionnaires, encrypted repository records, staff access and audit review.
One controlled journey
From first enquiry to usable instruction.
02 · DETAIL
Secure questionnaire
Approved enquiries can move into matter-specific Stage 2 questionnaires with verified contact, consent and document upload.
03 · CONTROL
Authorised repository
Completed records enter an encrypted, role-controlled staff workspace with assignment, status, export and audit controls.
Designed for legal teams
Security without sending staff into WordPress.
Role-based access
Vault Administrator, Supervising Solicitor, Case Handler, Intake and Read-only Auditor roles keep access aligned to work.
Password + email verification
Authorised repository accounts use a password followed by a six-digit email code for a controlled Vault session.
Audit & encryption
Sensitive records are encrypted and key access events are written to a tamper-evident security ledger.