Founding practitioner pilot

Stop rebuilding the case from scattered attachments.

Give each person you support one controlled route for files and instructions. Review internal work, release deliberately and keep the feedback trail with the matter.

Best suited initially to independent family-case practitioners, McKenzie friends, freelance paralegals and small specialist practices in England and Wales.

Practitioner viewAssigned matter
Client intakeFiles and written instructions arrive inside the matter
Support requestBoth the supported person and the entrant remain attributable
Review queueInternal work remains private
Named releaseOnly the intended user receives the reviewed item

Designed for recurring work

One relationship can support many matters without mixing them.

A

Consistent intake

Give clients a predictable place to upload and instruct instead of rebuilding context from email, messaging apps and drives.

B

Controlled assistance

Assigned support users can enter a request on behalf of a named user with both identities recorded. It is not silent impersonation.

C

Check before release

Keep working material internal until the assigned release owner decides what should be released and to whom. The check does not by itself certify legal correctness.

The founding offer

Get Organised Pilot

A capacity-limited, fixed-scope pilot for one suitable private family matter.

  • Assigned matter workspace and named-user onboarding
  • Structured file and written-instruction intake
  • Evidence inventory and neutral chronology starter
  • Controlled review and one correction round
  • Close-out review of workflow and support time

Explicit exclusions

  • legal advice, merits analysis or outcome prediction;
  • representation or conduct of litigation;
  • signing, filing or service;
  • bundle assembly or substantive document drafting;
  • unlimited files, support or processing;
  • automated model processing at launch.

Exact file limits, target timing, fee, cancellation and responsibilities are agreed in writing before onboarding.

Discuss pilot suitability

Your responsibility remains clear

EvidenceCanvas supports the workflow. You retain judgment.

For regulated practices, the firm retains supervision, legal responsibility and the client relationship. For McKenzie friends, the litigant remains responsible for the case and the court controls the assistance permitted.

Review the security and access model · Read procurement questions

“A clearer evidence trail is useful only if the professional boundary is equally clear.”

No one receives rights of audience, filing authority or access to another matter through EvidenceCanvas.

Next step

See a complete journey without exposing client information.

The walkthrough uses invented people, documents and facts. It covers intake, user access, internal review, named release and correction.