DESIGNED FOR REGULATED FIRMS ACROSS THE UK AND US
IFTI captures every enquiry, qualifies the client, runs KYC/AML, drafts the engagement letter, and opens the matter — with a solicitor approving every step.
No card required · Cancel any time · Compliance-first by design
AVERAGE FIRM RESPONSE TIME
Several hours
Enquiries wait in inboxes, voicemails and unread WhatsApps.
IFTI RESPONSE TIME
< 1 minute
Every channel answered, qualified and logged — around the clock.
No missed WhatsApp messages, website leads or out-of-hours enquiries.
Automate intake, document collection, engagement letters and follow-ups.
Standardise KYC, AML and onboarding processes with audit trails.
Move from enquiry to matter opening through automated workflows.
The problem
01 — THE 11:42PM ENQUIRY
A potential client messages your firm's WhatsApp on Friday night. Nobody replies until Monday — if anyone replies at all. They instructed another firm on Saturday morning.
FIRST RESPONDER WINS · AVERAGE FIRM RESPONSE: 48–72 HRS
02 — THE ADMIN TAX
Intake, document chasing, engagement letters, re-keying details into the CMS. Hours of qualified-solicitor time per new client spent on work that bills nothing.
INTAKE ADMIN PER NEW CLIENT: 3–5 HRS OF FEE-EARNER TIME
03 — THE QUIET RISK
AML in spreadsheets. KYC chased by email. Engagement letters that go out late — or not at all. The failures that end careers are rarely malicious. They're administrative.
SRA EXPECTATION: EVERY CHECK LOGGED, TIMESTAMPED, AUDITABLE
Why IFTI exists
For decades, firms have relied on emails, spreadsheets, manual processes and fragmented systems. IFTI exists to automate the operational layer of legal services — so lawyers can focus on legal work while the platform manages intake, compliance, workflows, onboarding, billing and visibility.
The workflow operating system
One matter, zero re-keying: each stage hands structured data to the next — and you can watch it happen.
A WhatsApp message at 11:42pm — answered in seconds, logged, never lost.
Practice-area intelligence qualifies the client before any fee earner is involved.
One click opens the file, every detail pre-populated, the event log already running.
Checks run on creation. PEP & sanctions flags go to your MLRO — never auto-cleared.
Drafted from your template. The solicitor reviews, edits, approves — only then it sends.
Your custom workflows execute: conflicts, reminders, escalations, approvals.
The right sequence fires on open or letter-sent. Configured once, captured forever.
The client uploads, signs and tracks progress — without a single chasing email.
Conveyancing runs to completion: title reports, SDLT, AP1 — deadlines watched.
Every matter, workload and risk, visible to the partners in real time.
THE PRODUCT FAMILY
Each instrument carries the parent mark in its geometry.
Workflow Automation
Create custom workflows for intake, compliance, onboarding, billing, conveyancing, litigation, family law, immigration and more — with a visual drag-and-drop builder. The workflow engine behind the modern law firm.
Client Portal
Give every client a secure workspace where they upload documents, complete onboarding, receive updates, track progress and communicate with the firm — without a single chasing email.
The agents
Not generic AI. Each agent is a specialised worker, trained on one job, operating inside guardrails — with humans approving everything that matters.
Answers, qualifies and scores every enquiry with practice-area question sets.
CONCIERGERuns KYC and AML on every matter; routes flags to your MLRO. Never auto-clears.
SUPERVISIONFires the right billing sequence on open or letter-sent; tracks paid and overdue.
BILLINGDrafts engagement letters, title reports and enquiry packs for solicitor approval.
MATTERSTracks stages, SDLT and AP1 deadlines; raises requisition responses in time.
PROPIFTISends progress updates and nudges through the portal before clients have to ask.
PORTALPulls company records, officers and PSC data into corporate client onboarding.
DATARetrieves titles and plans, monitors priority periods, prepares registration packs.
DATACompliance & trust
IFTI is built with MLRO, AML and SRA enforcement as structural constraints — not settings.
SRA Standards & Regulations 2019
Engagement letters carry the regulatory information the SRA requires and must be issued before any payment is taken. The solicitor approves every letter before it sends — there is no bypass.
Money Laundering Regulations 2017
Every client is risk-assessed. PEP and sanctions flags are held for authorised MLRO review — the AI cannot clear them. This is not a configuration option. It is the default, and it cannot be changed.
GDPR · UK GDPR
UK-based infrastructure. Each firm's data is technically isolated from every other firm. Encrypted at rest and in transit. Client data is never used to train AI models.
Analytics & Supervision
The numbers a managing partner actually runs the firm on — live, per practice area, per fee earner.
PIPELINE VALUE
£0
CONVERSION RATE
0%
MATTER OPENING TIME
0min
COMPLIANCE COMPLETION
0%
REVENUE CAPTURED · MTD
£0
OUTSTANDING BILLING
£0
WORKLOAD / FEE EARNER
0matters
TOP PRACTICE AREA
Conveyancing
BUILT FOR — MANAGING PARTNERS · COFA · COLP · MLRO · OPERATIONS
TRADITIONAL CMS
IFTI
Clio, Osprey, LEAP and Proclaim keep the casework. IFTI hands them clean, structured matters.
The instrument
MODEL: ENQUIRIES RESPONDED TO IN MINUTES RATHER THAN DAYS, QUALIFIED 24/7, WITH NO LEADS LOST BETWEEN CHANNELS. ILLUSTRATIVE — NOT A REVENUE GUARANTEE.
Additional monthly revenue
Your IFTI pilot pays for itself in — weeks
Pricing
Free
£299 /seat/mo
£259 /seat/mo
Custom
The average Starter plan pays for itself with one converted case per month.
Integrations
COMMUNICATION
FINANCE
LEGAL CMS
CONVEYANCING
PROPERTY DATA
AUTOMATION
Designed to connect with your existing legal, finance, compliance and communication stack.
From the pilot firms
The Monday morning queue used to be twenty unread WhatsApps. Now it's five qualified leads with summaries. My fee earners start the week doing law.
I can evidence every AML decision with a timestamp. When our file review came, I handed over a login instead of a lever-arch file.
Engagement letters used to take us days. A client who messaged on Tuesday evening had signed by Wednesday lunchtime. She told us it was why she chose us.
Pilot-programme accounts · names withheld at firms' request
THE DECISION
The future law firm is not built on manual processes. It is built on workflows.
Every enquiry answered.
Every workflow executed.
Every compliance action logged.
Every matter visible.
Every billable event captured.
No card required · Cancel any time · Compliance-first by design
IFTI CONCIERGE — THE INTAKE INTELLIGENCE LAYER
IFTI Concierge captures and qualifies every client enquiry across WhatsApp, web, and phone — 24 hours a day, 7 days a week.
AVERAGE RESPONSE TIME: 2.8 SECONDS
What this solves
Concierge is the only member of the firm who never sleeps, never misses a call, and never forgets to ask the right question. When a potential client reaches out at 11:42pm on a Friday, Concierge responds in under three seconds, asks the right qualifying questions for your practice area, and has a qualified lead summary ready for the duty solicitor on Monday morning.
The Concierge dashboard
0
Total leads this week
0
Qualified leads
2.8s
Avg response time
0%
Conversion to consultation
ACTIVE CONVERSATION · SARAH THOMPSON
QUALIFICATION SUMMARY
Capabilities
01
WhatsApp Business API, embedded web widget, and phone via Twilio IVR. One unified inbox regardless of channel. The client never knows they're talking to AI unless you tell them.
02
A personal injury lead is asked about the accident date, fault, injuries and police report. A conveyancing lead about the property, chain status and target completion. Different firms get different question sets.
03
No client waits more than three seconds for a reply — even at 3am. Speed is the conversion strategy: the first firm to respond usually wins the instruction.
04
Every lead gets a qualification score and a recommended action: proceed, triage to a junior, or decline gracefully with a referral suggestion. Out-of-scope leads never consume solicitor time.
05
Complex or urgent leads are flagged for immediate review. The solicitor gets a WhatsApp notification with the full conversation summary and can jump in at any point — Concierge steps back.
06
Every message, timestamp and qualification decision is logged and linked to the matter if one opens. Useful in a regulatory review; invaluable in a dispute.
Beyond conversation
Concierge actively gathers everything needed to progress the matter — requesting, chasing and filing documents without a fee earner sending a single email.
The first five minutes
Logged instantly to the unified inbox. Nothing waits for office hours.
A calm, professional reply in the firm's voice, at any hour.
The Housing question set: address, timeline, urgency, evidence.
Practice area, urgency, captured details, recommended action.
Five lines instead of a twenty-message thread. A decision in thirty seconds.
MATTER AUTOMATION — THE WORKFLOW ENGINE
From qualified lead to opened matter in minutes. Every step logged, every compliance check run, every document drafted — with you approving what matters.
What this solves
From the moment a lead is qualified, Matter Automation opens the file, runs the compliance checks, generates the engagement letter, tracks every milestone and triggers the billing sequence — all without a solicitor lifting a finger until something needs their judgement. The pipeline runs itself. The solicitor focuses on law.
The matter pipeline
MATTER IFTI-2024-0094 · EVENT LOG
AUTOMATION STATUS
EVERY PENDING ACTION HAS A CLEAR STATUS — NOTHING IS DONE WITHOUT A HUMAN CLICK.
The automation engine
01
When a lead is qualified, a "Create matter" button appears. One click creates the file with all client details pre-populated. The solicitor re-enters nothing.
02
Identity checks run, the AML risk assessment is generated, the compliance checklist is created. PEP, sanctions or high-risk flags hold the matter pending MLRO review — visibly, not in a buried log.
03
A PI engagement letter differs from a conveyancing one. IFTI drafts the right format with the firm's fees and SRA-required regulatory information. The solicitor reviews, edits, approves — only then does it send.
04
Every action logged automatically: who, when, what. In a regulatory review you have a timestamped, complete record of every compliance action.
05
PI: limitation, evidence of fault, CFA considered. Conveyancing: searches ordered, title reviewed, SDLT calculated. Completion is tracked across the firm.
06
Matters assigned per fee earner with filtered views. A client document portal per matter — no email attachments. Long tasks run through an orchestrator queue so the interface never blocks.
A matter in four minutes
Captured and logged instantly.
Matter number assigned. Checks processing in the background.
The one step that requires judgement gets the human.
Status flips to Active. The firm is billing.
BILLING AUTOMATION — CORE INFRASTRUCTURE
IFTI Billing Automation triggers the right billing sequence at the right moment — when a matter opens, when an engagement letter is sent, or on demand. Configured once. Runs forever.
£0 IN UNCAPTURED BILLABLE EVENTS
What this solves
The gap between doing the work and getting paid for it is where law firm revenue disappears. Engagement letters get sent but invoices don't follow. Matters close without a final bill. The billing agent watches every matter milestone and fires the right sequence at exactly the right moment — automatically, based on rules you configure once.
The billing dashboard
| Matter ref | Client | Practice area | Status | Trigger | Enrolled | Last event |
|---|---|---|---|---|---|---|
| IFTI-2024-0091 | Sarah Thompson | Housing | Active | Letter sent | ✓ | 14 Jan 2025 |
| IFTI-2024-0094 | James Whitfield | Personal Injury | Instructed | Matter opened | ✓ | 15 Jan 2025 |
| IFTI-2024-0097 | Fatima Al-Hassan | Family Law | Active | Manual | ○ | — |
| IFTI-2024-0103 | Rahman Family | Conveyancing | Open | Matter opened | ✓ | 12 Jan 2025 |
| IFTI-2024-0089 | Eastview Ltd | Commercial | Overdue | Letter sent | ✓ | 02 Jan 2025 |
SEQUENCE · STANDARD PI
SEQUENCE · CONVEYANCING COMPLETION
Three triggers. Your call.
01
Billing starts the moment a solicitor accepts the matter. Best for fixed-fee or retainer work — a conveyancing firm sends the completion statement and search funds request the same day the file opens.
02
Billing starts from instruction, not acceptance. A PI firm sends CFA paperwork and client care confirmation automatically the moment the letter is issued.
03
The partner reviews the eligible matters list and clicks "Run billing agent" to process in bulk. The agent does the work — the human decides when to pull the trigger.
04
Connect Stripe for online collection via payment links, or configure a custom link to your existing billing portal. Payment status syncs back to the matter: paid, outstanding, overdue.
05
Overdue matters surface in the billing dashboard with a red indicator and a run history showing every previous billing-agent run, who triggered it and what was queued.
PROPIFTI — CONVEYANCING INTELLIGENCE
PropIfti handles every stage of a conveyancing matter — from title review to post-completion registration — with AI-drafted documents, integrated searches, and a compliance checklist that keeps the firm protected.
What this solves
PropIfti is not a conveyancing add-on. It handles title reports, raises and responds to enquiries, analyses HMLR requisitions, tracks every stage from instruction to registration — and connects InfoTrack, Thirdfort, DocuSign, SearchFlow and Lender Exchange into a single unified dashboard.
The matter — 14 Maple Close, Birmingham
MATTER OVERVIEW
AI ACTION ITEMS
POST-COMPLETION CHECKLIST · DEADLINES TRACKED
Capabilities
01
Upload official copies, title plan, lease and charges register — PropIfti drafts a client-ready title report covering tenure, restrictions, charges, covenants and defects. A two-hour report takes eight minutes. The solicitor reviews and approves.
02
PropIfti analyses the seller's title and draft contract and generates a standard enquiries pack in the correct legal format — flagging missing planning permissions, restrictive covenants, absent guarantees. One click sends it to the seller's solicitor.
03
When HMLR raises a requisition on an AP1, PropIfti reads it and drafts a compliant response. Requisitions carry a 14-day deadline — PropIfti ensures nothing slips.
04
Every matter has a visual progress rail with timestamped stage changes. Matters with no movement get flagged. Partners see the whole conveyancing pipeline — on track, stalled, approaching exchange.
05
Calculated from purchase price, buyer status (first-time buyer, additional property, company) and property type — with a full breakdown and relief flags.
06
SDLT within 14 days. AP1 within the 30-day priority period. PropIfti tracks both deadlines per matter, alerts the fee earner as they approach, and closes with a four-stage sign-off.
KYC, AML & SUPERVISION — THE COMPLIANCE LAYER
IFTI runs KYC and AML checks automatically on every matter, flags PEP and sanctions hits for human MLRO review, and generates a practice-area compliance checklist before you've even opened the file.
What this solves
The SRA does not care that you were busy. The compliance failures that end legal careers are rarely malicious — they are administrative. IFTI makes the right thing the easy thing: every check run, logged, timestamped and auditable. If an inspector arrives tomorrow, you hand them a login.
The supervision dashboard — firm admin only
0
Awaiting MLRO review
0
KYC incomplete
0
PEP / sanctions flags ⚠
0
KYC complete
AML ASSESSMENTS REQUIRE HUMAN MLRO APPROVAL. THE AI CANNOT AUTONOMOUSLY CLEAR THESE.
AML ASSESSMENTS
| Client | Risk | Flags | Status | Date |
|---|---|---|---|---|
| S. Thompson | None | — | Approved | 14 Jan |
| J. Whitfield | Advisory | — | Under review | 15 Jan |
| M. Al-Rashid | Suspicious | PEP | Under review | 14 Jan |
| Eastern Props Ltd | Report req. | Sanctions | Under review | 12 Jan |
KYC STATUS
ALL AML ASSESSMENTS MUST BE APPROVED BY AN AUTHORISED MLRO BEFORE ANY MATTER IS OPENED. PEP AND SANCTIONS FLAGS CANNOT BE CLEARED BY AI ALONE. ENGAGEMENT LETTERS MUST BE ISSUED BEFORE ANY PAYMENT IS TAKEN. — MONEY LAUNDERING REGULATIONS 2017 · SRA STANDARDS & REGULATIONS 2019
Capabilities
01
Identity document, proof of address, source of funds, practice-area extras — tracked to a completion percentage visible in supervision. Incomplete KYC blocks progression to gated stages.
02
Four levels — None / Advisory / Suspicious / Report required — scored on transaction value, client profile, jurisdiction of funds, PEP status and sanctions screening, with a written explanation of the drivers.
03
If a flag is raised, IFTI will never auto-clear it. The matter holds, the MLRO is notified, the item enters the review queue. This is not a configuration option. It cannot be changed. This is intentional — and it is the law.
04
Every compliance action timestamped and attributed: who ran it, when, the result, the action taken. The log cannot be edited after the fact — the complete chain of evidence for a regulatory inspection.
05
Generated at matter creation, tracked through the lifecycle, visible in supervision. For audits, the checklist is proof of what was checked and when.
06
Without a live screening connection, IFTI runs in mock mode and says so loudly: "MOCK MODE — real PEP/sanctions screening is not being performed. Manual MLRO review is REQUIRED." There is no way to misread the system state.
WORKFLOW AUTOMATION — THE ENGINE
Create custom workflows for intake, compliance, onboarding, billing, conveyancing, litigation, family law, immigration and more — with a visual drag-and-drop builder. The workflow engine behind the modern law firm.
EVERY STEP LOGGED · EVERY APPROVAL HUMAN
What this solves
Every firm runs on workflows — most of them live in someone's head. The conflict check that happens "when we remember." The client update that goes out "when there's time." Workflow Automation turns the firm's operating knowledge into executable, auditable processes that run the same way every time — drafted by you, executed by the platform, approved by your people.
What you can automate
01
Run automatically against the firm's client and matter records on every new instruction — before a letter exists.
02
Identity, address and source-of-funds requests fire per practice area; the matter holds until compliance clears.
03
Drafted from your templates with the right scope, rates and SRA-required information — gated on solicitor approval.
04
Progress updates, deadline reminders and chase sequences sent through the portal — written once, run forever.
05
Route documents, undertakings and risk decisions to the right person, with escalation if nothing moves.
06
Assemble completion packs, advance matter stages and trigger billing the moment conditions are met.
CLIENT PORTAL — THE CLIENT EXPERIENCE
Give every client a secure workspace where they can upload documents, complete onboarding, receive updates, track progress and communicate with the firm — without a single chasing email.
FEWER EMAILS · FEWER CALLS · HAPPIER CLIENTS
What this solves
"Any update on my matter?" is the most expensive sentence in legal services. Every chasing email interrupts a fee earner; every unanswered one erodes the client's confidence. The portal answers the question before it's asked — clients see exactly where their matter stands, what's needed from them, and what happens next.
Inside the portal
01
One secure space per matter, branded to the firm. Clients see their matter — and only their matter.
02
ID, statements, contracts — dragged in by the client, filed straight to the matter, visible to the team instantly.
03
Outstanding verification steps appear as a checklist; completion updates compliance automatically.
04
Every milestone, dated and explained in plain language — searches ordered, contracts exchanged, completion set.
05
A live stage rail shows clients where they are and what comes next — the antidote to the status-update call.
06
Messages and automated updates in one threaded place — out of inboxes, on the record, attached to the matter.
Security & Compliance
Role-based access controls, audit logging, access management processes and operational security controls designed around recognised security best practices.
Risk management, information security governance and operational processes aligned to internationally recognised security frameworks.
Built with the operational, confidentiality and compliance requirements commonly expected within regulated legal practices.
Data minimisation, retention controls, subject rights support and privacy-conscious handling of client information.
IFTI.AI is not currently SOC 2 or ISO 27001 certified. References relate to security controls, processes and design principles.