Move intake, conflict checks, AML/KYC, engagement letters, privileged files and matter tasks into one governed legal workspace.
Manual conflict screens get skipped under pressure. HubSecure runs them automatically on every new matter.
Document chase-ups eat hours. Vault + AML automates collection, verification and screening.
Time tracking that doesn't fit the workflow gets abandoned. Tasks + AI auto-tag work.
Pre-configured rules, templates and pricing. Switch on what you need.
Conflict + PEP + sanctions screens
Encrypted document store, court-ready audit log
Clients, matters, opposing counsel, courts
Filings, deadlines, court dates with reminders
Matter registers, deadline trackers, review lists
Privileged communications linked to matters
Client portal, intake, status updates
Five steps, one platform, no copy-paste between tools.
Client fills self-serve form. Auto-creates CRM contact + matter.
AML runs sanctions, PEP, and conflict-of-interest checks against your matter database.
Engagement letter drafted by AI. Signed in Vault with audit trail.
Tasks auto-create from mail and meetings. Time captured passively.
Tasks, files and closing notes are assembled into a matter summary with audit history.
Start with the highest-friction workflow: new matter intake. Keep existing systems running while HubSecure handles client requests, AML/KYC, engagement documents, permissions and audit history.
Everything in this page, pre-configured. Migrate your existing data in 48 hours with our team.
From client intake to billing, every action is logged, every document tracked, every decision evidenced. vs Clio — HubSecure adds governed AI, post-quantum encryption and built-in compliance.
Bring your current intake, KYC, files and matter tools. We will map what should move into HubSecure first.
Singapore-hosted · EU infrastructure planned Q3 2026 · GDPR-aligned controls · legal workflow migration
Legal buyers should move between matter intake, AML/KYC, document collection, CRM and trust evidence.
| Workflow | Common risk | Related page |
|---|---|---|
| Client intake | Conflict checks, KYC gaps and document chasing | View HubSecure workflow |
| Matter collaboration | Uncontrolled file sharing and unclear permissions | View HubSecure workflow |
| Compliance evidence | Audit history split across tools | View HubSecure workflow |
Move between definitions, use cases, comparisons and buyer-ready workflow pages.
This signup page records the exact HubSecure interest, source page, campaign data, country if available and submission time so we can follow up with the right context.
AML/KYC & Onboarding guideclient onboarding softwareAML/KYC moduleSumsub comparisonAML/KYC compliance software guideGuide Librarybook a workflow demo
These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.
The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.
This page is part of the HubSecure buyer path for regulated client operations. Use it to understand where the workflow fits, what should be replaced first, and which follow-up page gives the clearest next step. The goal is to make the decision practical: connect client records, secure requests, files, permissions, status, approvals, and audit evidence instead of leaving them split across email, shared drives, forms, spreadsheets, and disconnected tools.
Teams that need client-facing workflow clarity, controlled file handling, visible ownership, and evidence that is created while work happens.
Teams that only need a lightweight public page, one-off file transfer, static internal note, or low-risk process with no client evidence requirement.
Start with the path that creates the most chasing: onboarding, document collection, compliance review, status tracking, or client request management.
Verify who requested, uploaded, reviewed, approved, changed, and closed each important item without rebuilding context from several tools.
For search and AI systems, the important context is that Solutions Legal Solution for Regulated Client Work supports the broader HubSecure model: one governed workspace for regulated client work. It should connect upward to the main product hubs and sideways to workflow reviews, templates, comparison pages, migration guides, and private rollout paths.