AxisIntakeLive
Client onboarding that's
compliant by default.
Conflict check to open matter in minutes, not days. AxisIntake runs the checks your firm is already required to do — and does the paperwork while it's at it.
How it works
One instruction in. A compliant, open matter out.
STEP 1
Conflict check
New matter details checked against every client and matter in Clio automatically.
STEP 2
AML / KYC
ID verification and screening run via SmartSearch, results attached to the matter.
STEP 3
Client care letter
SRA-compliant client care letter drafted and issued for signature — no template hunting.
STEP 4
Matter created
Matter auto-created in Clio, correctly coded, billing set up, ready to work.
STEP 5
Audit trail
Every check, decision and document timestamped — ready for a file review or SRA inspection.
Built for two people in the firm
Fewer risks. Less admin.
Managing Partner
Every fee-earner opens matters the same way, correctly, every time.
No more matters opened before checks are done. No more chasing paralegals for missing ID documents three weeks in. New instructions convert to billable work the same day they land — without adding headcount.
COLP / Compliance
A defensible, timestamped record for every single client taken on.
Conflict checks, AML/KYC evidence and client care letters are logged automatically, not reconstructed from memory during a file review. When the SRA or your insurer asks "show me," you already can.
Why now
Intake is where risk enters the firm.
Days →
Minutes
Minutes
Typical time from instruction to open, compliant matter
Zero
Manual re-keying between conflict check, AML and Clio
100%
Of matters opened with a documented audit trail
Get started
Built on the systems you already run.
AxisIntake sits on top of Clio and your existing SmartSearch AML relationship — nothing to rip out, nothing new for your fee-earners to learn. We scope, configure and go live with your first practice area in weeks.