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Guides & Checklists
Practical documents unlocked with your work email.
Downloadable PDFsTech stack & automation
Tech stack & vendor criteria checklist
Product criteria for choosing tools, hosting and integrations (jurisdiction, export, MFA) — software-publisher frame.
Open →Downloadable PDFsNew firms
Launch checklist: 2026 operational and software stack
Steps to assemble accounts, documented compliance and practice tools — not advice on your legal structure.
Open →Downloadable PDFsCompliance & Bill 25
Operational Bill 25 maturity checklist (self-assessment)
Operational control points: contact owner, register, policies, processors — to spot gaps, not to certify compliance.
Open →Downloadable PDFsTrust accounts & accounting
Operational checklist: tracking trust accounts in your tools
Operational control points (registers, reconciliations, traceability) to document movements — not a legal audit.
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