Skip to main content

Start with a real workspace: choose a per-seat plan and begin a 7-day trial. View plans

LawAOS
START FOR FREE
Compliance

Screen conflicts, record client due diligence and track policy acknowledgements. Keep licences and obligations visible, with responsible holders, renewal dates and review records.
START FOR FREESee pricing
Conflict screening within the intake process.Okafor & Byrne LLP, a fictional firm.

A record of each review.

Keep screening outcomes, due diligence records and trust reconciliations available for review.

Conflict Checks

Screen parties and relationships before engagement and record the outcome. Screening is a stage of intake, between a new enquiry and an approved instruction.

  • Parties and relationships screened before engagement
  • The outcome recorded on the file
  • A cleared check carries a seal in the register
Screening stageReview conflicts before an enquiry moves from Screening to Approved.
AML / KYC

Record AML/KYC checks for each client, with firm settings for sanctions screening, risk scoring and enhanced due diligence. Track licences, policies and obligations in the compliance register.

  • Firm settings for screening and enhanced due diligence
  • Identity documents read into fields a person confirms
  • Licences and policies with the time left
Time leftSee each obligation's holder, issuer, due date and time remaining.
Accounting

Compare bank, recorded and client balances through three-way reconciliation, and keep a record of each reconciled period.

  • Bank, recorded and client balances, three ways
  • Completed reconciliations marked by period
  • Financial reports drawn from the same ledgers
Reconciliation statusSee the period marked reconciled when bank, recorded and client balances agree.

Each module reads and writes the same firm, people, matters and permissions. Turn on what your practice needs.

Conflict Checks

Screen parties and relationships before engagement and record the review outcome.

AML / KYC

Run configurable client identity, due-diligence, and AML/KYC workflows.

Policies

Publish controlled, versioned firm policies, terms, standards, and acknowledgements.

Ask Hub

Route internal requests, support issues, leave, and confidential reports through one queue.

People / HR

Manage staff records, performance, leave, and timesheets with role-aware access.

What it is not, yet.

Every claim on this page can be checked against the shipped product. These are its edges.

  • SSO and SCIMSingle sign-on and SCIM provisioning are on the roadmap and not yet available.
  • JudgementLawAOS supports screening and reconciliation records. The firm remains responsible for professional judgement and compliance with its jurisdiction's rules.

The other pillars.

The same firm, people, matters and permissions, from four other sides.

Start a 7-day trial, or walk through the platform with the founder.

START FOR FREERequest a demo