Onboard law firms through a controlled, shared workflow.
Give each law firm a secure, white-labelled portal for its actions and requests, while your team controls onboarding, evidence, decisions and access from Mandate.
From instruction to operation
Law firm onboarding should not disappear into inboxes and spreadsheets.
Before a relationship is operationally ready, the funder needs the right evidence, contacts, conditions and mandate scope. Mandate brings that work into one controlled record.
Without a shared workflow
Requirements are coordinated through separate trackers, documents and email chains.
The firm cannot easily see what is complete, outstanding or due next.
Evidence, internal decisions and follow-up actions become disconnected.
With Lexivoa
Each relationship follows a clear plan with visible progress and ownership.
The law firm sees only its relevant steps, requests and acknowledgements.
Evidence, mandate scope, decisions and review history stay connected.
How it works
Set the plan. Give the firm clarity. Keep the funder in control.
Create the relationship
Capture the firm profile, key contacts, regulatory references and internal owner.
Configure the plan
Set the internal and firm-visible steps, evidence requirements, owners and due dates.
Invite the firm
Give named users secure, relationship-scoped access to their next actions and requests.
Review and decide
Accept evidence, request replacements and record conditions, limitations and decisions.
Operational impact
Less chasing. A clearer path to readiness.
Consistent, not rigid
Start with a controlled process, then adapt the steps and evidence to each relationship.
A clear next action
Show what is outstanding, who needs to act and what is holding up readiness.
Your brand, the right access
Give firm users a white-labelled experience without opening the funder's workspace.
Built around the people doing the work
One relationship. The right view for each participant.
The funder keeps the complete record in Mandate. The law firm gets a focused portal containing only the information and actions relevant to it.
Funder operations
Coordinate people, evidence, requests and next actions across every law firm relationship.
Portfolio managers
See whether a firm is ready and carry agreed scope and conditions into ongoing oversight.
Compliance teams
Review evidence and keep checks, decisions, limitations and review dates together.
Law firm users
See what is required, respond securely and follow progress without chasing for updates.
Part of Lexivoa Mandate
The onboarding record becomes the foundation for ongoing oversight.
Mandate carries the same firm profile, agreed scope, portal access, evidence, active claims, exceptions and decision history into the live relationship.
Get Started
Ready to see Lexivoa in action?
Tell us who you are and we'll create your prospect workspace, route your request internally, and come back with the right walkthrough.