Solutions / Legal
Onboard clients in one smooth journey, not a week of emails.
Generate and sign client care documents, collect identity evidence, book the first meeting and keep clients informed, alongside the case management system you already use.
What gets in the way today.
None of this is anybody's fault. It is what happens when every step of the journey lives in a different tool.
- Engagement letters are assembled by hand for each new matter.
- Identity documents arrive as unreadable photos, or not at all.
- Booking the first meeting takes three emails and a phone call.
- Fee earners spend time on admin that is not billable.
The same work, as one journey.
Each step is a Proxy product. Your customer sees one smooth experience in your brand; your team sees the case move forward.
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Client care letter and terms are generated from the matter details.
Done by: Automatic
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The client uploads ID and proof of address.
Done by: Customer
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They sign the engagement documents online.
Done by: Customer
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They book their first meeting with the right person.
Done by: Customer
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Confirmations and reminders keep everyone on track.
Done by: Automatic
What changes.
Matters open sooner
Onboarding no longer waits on paperwork.
Less unbillable admin
Documents, bookings and reminders run themselves.
A better first impression
One professional journey in your firm's brand.
The products involved.
Start with whichever one removes the most work, and add the rest when you are ready.
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Docs
Generate the documents your process needs, already filled in.
Early access
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Verify
Collect and check what you need before a customer moves forward.
Early access
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Sign
Get documents signed without sending customers somewhere they don't recognise.
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Booking
Let customers book the right appointment with the right person, without the back-and-forth.
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Comms
Keep customers informed on the channels they already use, without anyone having to remember.
Other solutions Claims Financial services Customer operations SaaS platforms
Talk to us about your process.
Tell us how a customer moves through your business today. We will map it to Proxy, tell you what it would cost, and be straight about anything that doesn't fit.
- Products
- Docs, Verify, Sign, Booking, Comms
- Start with
- One product, then add the next
- Works with
- The systems you already use