Always Be Ready for Insolvency Audits.
Prove the Whole Case, On Demand.

Every document, thread, approval, version and timestamp is stored automatically in the secure case file, so an auditor gets a clear, chronological view of the whole case on demand, without your team spending days preparing it. It's the standard our insolvency practitioners page describes, from appointment to closure.

Statutory reports, notices, schedules, valuations and statements carry complete version control, with every update timestamped, so "which version went to the regulator" has one answer. The same control covers case communications before anything is published.

Yes. Receipts, payments, valuations, banking records, reconciliations and journals live in structured, dedicated sections of the case file, so an auditor can follow every financial movement from start to finish, back to the records collected at case onboarding.

Firm-wide search covers every document, notice and item of correspondence, including the text inside PDFs. As Rachel Fowler puts it: "It stops me having to ask other people lots of questions about where things are, I can find everything myself." Her practice runs 100% paperless and saves 20 days a year.

No. Because every action and file logs to the case timeline as the work happens, audit packs come together fast with no rework, and each decision carries its context: who approved what, when, and why. Security and certification detail lives in our Trust Centre.