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Professionals · Briefs · Bundles · UK

Case Ready plan

Keep client communication and evidence in one place

Structured briefs, requests, notes, and bundle layouts for UK solicitors, mediators, and charities. This page shows examples only; client data stays gated.

Client briefs and structured intake
Requests, notes, and timelines in one place
Bundle previews for evidence sharing (gated)

How it works

Briefs, requests, bundles—without email sprawl

Invite or accept clients

Professionals can invite or accept clients into the portal.

Share briefs/requests

Clients answer structured requests; pros add notes and see timelines.

Review bundles

Review evidence bundle layouts (export gated) and keep matters moving.

See workflow examples

See how briefs, requests, and bundle previews are presented—without exposing any client data.

Brief summary

Matter overview, key contacts, timelines (text description only).

Request/response card

Structured request with client response status; evidence attachments (screenshots/images, PDFs, audio) placeholder.

Bundle layout example

Evidence bundle outline with sections for incidents, messages, and exhibits.

These are text descriptions of features. Client data stays private to accounts.

What stays gated

Client data, attachments, and exports remain inside secure accounts. This page is safe to browse.

  • Client data, briefs, and requests
  • Exports and bundle downloads
  • Sharing timelines and attachments
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FAQs

Questions about the professionals portal

Is client data shown here?

No. This page shows examples only. All client data stays gated to accounts.

Who can use the portal?

Solicitors, barristers, mediators, charities/support services working with clients.

Is this UK-specific?

Yes. Language and structure align to UK family law and safeguarding contexts.

Do exports include PII?

Exports are gated. This page shows text descriptions only. All client data stays private to accounts.

Move cases forward with clearer inputs

Structured briefs and bundle previews cut down email sprawl. Explore safely, then onboard clients.

Need to evaluate with a team?

We can provision a demo workspace for your firm or charity with sample data.

Contact us →

Built for UK trust & safety

  • • UK company: Eye4Health Ltd, 7 Bell Yard, London, WC2A 2JR.
  • • Safeguarding stance and AI Safety Charter published; Safety Mode and quick exit to reduce traces.
  • • Data retention and privacy policies documented; encrypted storage and role-based access.
  • • Not a substitute for emergency services or legal advice; in emergencies, call 999.

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