Legal Instruction Vault

Legal Vault

A practical operating layer for a modernising solicitor practice.

Structured intake, payments, assignment and case progression. A clearer route from first enquiry to active matter.

I run a solicitor practice See how Legal Vault helps your firm onboard, assign and progress new matters. Explore the practice journey I need legal support See how a client can enquire, provide useful details and move toward legal assistance. Explore the client journey

Secure by designYour data. Your practice. Protected. Built for modern practicesStructured. Scalable. Sustainable. A better client experienceClearer. Faster. More personal. Real progressFrom enquiry to outcome.

One onboarding framework

How information moves securely.

From guided enquiry to the right expertise, then into an active matter with a clear, shared paper trail.

The right solicitor. The right expertise. A clearer way forward. Clear guidance for clients. Professional efficiency for solicitors.

Structured intakeConsistent first-contact information

Secure progressionApproved matters move to detail

Controlled accessFirm staff see what their role permits

Auditable activityKey access events are recorded

One controlled journey

From first enquiry to usable instruction.

Legal Vault reduces the gap between “someone contacted the firm” and “we have enough structured information to decide what happens next.”

01 · INTAKE

Legal Concierge

A guided Stage 1 enquiry captures contact details, matter context, urgency and the information needed for initial review.

02 · DETAIL

Secure questionnaire

Approved enquiries can progress to matter-specific questionnaires, consent and document collection without relying on loose email threads.

03 · CONTROL

Authorised repository

Completed records enter an encrypted staff workspace with role-based access, assignment, PDF/export controls and audit review.

Try it from the client side

See how easy it is to start.

Step into the client-facing side of Legal Vault. Use representative details to see how an enquiry is framed, what the client is asked, and how information begins to take shape before it reaches the practice.

Try the client journey Try a paid service Demonstration environment only. Use representative information.

For solicitors

A practical operating layer around the legal work.

Legal Vault does not replace legal judgement or the practice management system. It gives the firm a structured layer across client intake, payments, assignment, progression and oversight so the legal team can work from clearer information and a more visible workflow.

Reduce avoidable back-and-forth

Ask for the right information in a controlled sequence instead of repeatedly reconstructing a matter from calls and emails.

Keep the firm’s process visible

Reception, intake, case handlers, supervising solicitors and auditors can be given different levels of repository access.

Brand the experience to the practice

The client-facing and staff-facing Vault can carry the solicitor firm’s identity while the underlying application stays consistent.

Scale through repeatable deployment

Live firms are intended to receive their own isolated Vault environment rather than sharing one repository with unrelated practices.

Make ownership visible

Payment and enquiry records can be assigned to an authorised staff member and progressed through clear stages from review to active matter and closure.

Support practice oversight

Revenue, payment status, case stage, assignment and exceptions can be surfaced in a supervising view, reducing the need to reconstruct status from separate systems.

See the other side

See what the practice receives after the client starts.

Move from the client-facing experience into the controlled practice workflow: structured information, routing, repository access and staff handling.

See the practice workflow

Services & payments

Support paid legal-service journeys without turning the practice into an online shop.

Selected consultations and fixed-fee services can be configured as payment-enabled or enquiry-first. The firm remains in control of pricing, scope, acceptance and engagement procedures.

Publish a service Show the fee where appropriate Accept secure payment Capture structured instructions Route the enquiry into the firm

See the payment demo Implementation & pricing FAQ

The public demo uses Stripe test mode and representative information only. A live deployment is configured to the individual firm.

Security & data

Separation is part of the product.

The secure Vault is deliberately separate from the public marketing site. Production firms are intended to have dedicated environments, while central Control Tower services manage operational entitlement rather than legal client content.

Encrypted repository recordsSensitive stored content is protected using installation-level encryption keys and private storage outside the public web root.
Authorised staff onlyRepository access requires an authorised account, password and a six-digit email verification code.
Role-based accessDifferent staff functions can be given different capabilities within the Vault.
Tamper-evident auditKey security and access events are written to an audit ledger for later review.
Controlled demo lifecycleThe reusable trial environment can be sanitised before reassignment to another practice.

7-day guided trial

Test it with your own workflow before deciding.

A solicitor practice can be assigned the demonstration environment for an agreed trial period. We configure the firm identity, authorised users and relevant workflow, then reset and sanitise the demo when the trial is complete.

SETUP

Practice identity

Firm branding, authorised staff and trial entitlement are configured for the demonstration.

TEST

Realistic dummy matters

Use representative test scenarios to experience intake, questionnaires, staff verification and repository handling.

DECIDE

Fresh live deployment

If the firm proceeds, the live system is deployed separately rather than converting the shared demonstration environment into production.

Implementation, pricing & support

A legal practice operating layer bridging client engagement, workflow and oversight.

Implementation and ongoing support depend on practice size, authorised users, workflow requirements, training, customisation and the level of managed technical care required.

How is Legal Vault priced?

Pricing reflects the size of the practice, number of authorised users, implementation requirements, support level, training requirements and any additional customisation or integrations. Indicative packages are available, with final scope agreed before deployment.

What is included in implementation?

Implementation can include firm branding, workflow configuration, forms and questionnaires, staff roles, service and payment setup, assignment rules, case-stage configuration, policy configuration, testing, onboarding and launch support.

Does the size of the firm affect the cost?

Yes. Smaller practices usually need fewer seats and a simpler configuration, while larger firms may require more users, departments, workflows, forms, reporting and support.

Is training included?

Training can be included at implementation and extended according to package. It can cover administrators, solicitors, intake staff, refresher sessions and new-starter onboarding.

What support is available?

Support can range from standard email assistance to priority support, agreed response times, scheduled reviews and a named account contact, depending on the selected package.

Can Legal Vault be customised for our practice?

Yes. Branding, terminology, forms, workflow stages, service catalogue, payment journeys, internal roles and selected integrations can be configured around the firm.

Are WordPress updates and technical maintenance included?

They can be. Managed plans can include WordPress core and plugin updates, Legal Vault upgrades, compatibility testing, backups, monitoring, security hardening and recovery support.

Can hosting be included?

Yes. Legal Vault can be supplied with managed hosting, SSL, backups, monitoring and technical maintenance, or deployed into an agreed existing environment.

Can the system support paid legal services?

Yes. Selected services can be configured as payment-enabled or enquiry-first. Payment can form part of the intake process, but the legal practice remains responsible for service scope, pricing, client acceptance, costs information and engagement procedures.

Does payment mean the firm has accepted the matter?

Not automatically. A live firm can keep acceptance subject to its own conflict checks, identity or anti-money-laundering checks, scope, capacity, jurisdiction and engagement procedures.

Can the practice assign enquiries and track what happens next?

Yes. The current Services & Payments workflow can assign a payment or enquiry record to an authorised user and track its progression through review, ready to assign, assigned, engaged, active matter and closed stages. Full automatic synchronisation with every Staff Vault record is a separate integration step.

Can solicitors receive a weekly caseload summary?

This is part of the next operational layer being added to Legal Vault. The intended model is a weekly synopsis for each assigned solicitor covering new matters, items needing attention, waiting-on-client cases, payment and engagement status, next actions and matters closed during the week. Supervising solicitors can receive a practice-wide overview.

Is Legal Vault a practice management system?

No. Legal Vault is designed as a structured operating layer around client engagement, intake, payments, assignment, progression and oversight. It can complement an existing practice management or accounting system rather than trying to replace every function of one.

Can features or support be expanded later?

Yes. Users, forms, workflows, services, integrations, training, support levels and managed hosting can be expanded as the practice grows.

Can we see the system before deciding?

Yes. Explore the controlled demonstration first, then request a guided 7-day trial if you want to evaluate the workflow in a more realistic practice setting.

See it in practice

Try the journey before you trial the platform.

Start from the client-facing experience, then move through services, payments and the staff workflow using representative information only.

Try the client journey Request a 7-day trial

Request a demonstration

See whether Legal Vault fits your practice.

Tell us a little about the firm and we’ll agree the most useful way to demonstrate it.

Trial: normally 7 days
Environment: isolated demo instance
Users: authorised practice staff
Next step: fresh dedicated deployment if you proceed