The platform

Everything a firm runs on, in one place.

Fifteen connected modules, all orbiting the case — so enquiries become clients, clients become matters, and nothing falls through the gaps between systems.

fitzentic.com/app Live product
Fitzentic platform dashboard
01 · The centre of everything

Case & matter management

Every matter with its own status, owner, supervisor, tasks, deadlines, documents and a full timeline.

Learn more
02 · Joint cases, shared work

Team collaboration on matters

Open a matter as a team — roles, shared updates, and one-click “ask a colleague for help”.

Learn more
03 · A window, not a door

Secure client portal

Clients see only their own case, messages, documents and invoices — internal notes never leak.

Learn more
04 · Companies House, live

Client onboarding & KYC

Look up any UK company at onboarding — registered details, directors and beneficial owners pulled straight onto the client record.

Learn more
05 · Collect, scan, review, approve

Document management

Request, receive, virus-scan, review and approve documents — with signed, expiring access links.

Learn more
06 · Never miss a key date

Tasks & deadline diary

A firm-wide key-date and limitation diary with reminders and supervisor escalation.

Learn more
07 · Case-linked communication

Secure messaging

Client and internal messaging that is always linked to a matter — with supervisor oversight.

Learn more
08 · Fees, invoices, client money

Billing & payments

Fee to invoice automatically, clients pay online or by verified bank transfer — office vs client money kept separate.

Learn more
09 · UK VAT returns, built in

Accounting, VAT & tax

Expense ledger, the full 9-box VAT return (cash or accrual), tax summary and Xero sync — ready for your accountant.

Learn more
10 · SRA transparency & registers

Compliance support

Manage SRA price/service transparency, complaints, undertakings and retention.

Learn more
11 · Append-only, tenant-isolated

Audit & security

Every important action logged, every firm walled off, every file encrypted.

Learn more
12 · From onboarding to offboarding

Staff & team management

Add and organise staff, set permissions, and offboard leavers safely.

Learn more
13 · Know what’s happening

Reports & analytics

Leads, conversion, workload, deadlines, revenue and outstanding invoices — at a glance.

Learn more
14 · The diary, self-served

Appointments & client booking

Clients book and reschedule online against your real availability — synced to Google, Outlook or Apple Calendar.

Learn more
15 · One firm, separate offices

Branches & multi-office

Run several offices under one account — each branch’s clients, matters and documents kept completely separate.

Learn more

See Fitzentic run your firm.

Book a 30-minute walkthrough, or start a free trial and explore it yourself.

See Fitzentic run your firm

Book a demo