Legisure
Case management for regulated firms

Every case done right, with the evidence to prove it

Legisure runs mortgage, protection and conveyancing cases for FCA, SRA and CLC regulated firms. The compliance record builds itself as your team works.

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  • Hosted in the UK
  • Append-only audit trail
  • Consumer Duty evidence
  • Mortgage and protection advisers
  • Conveyancers and property lawyers
  • Sponsorship (CoS) work
How Legisure works

Capture it, check it, prove it

Regulators and file reviewers ask the same question: can you show what happened and why? In Legisure the answer comes from the case itself.

  1. 01

    Capture as you work

    Fact finds, documents, recommendations and client messages are recorded on the case as part of doing the job, not typed up afterwards.

  2. 02

    Check before it goes out

    Chasers can wait in an approval queue, and AI drafts stay drafts until an adviser or fee earner signs them off.

  3. 03

    Prove it later

    AML, complaints, breaches and file reviews sit beside the case, and an append-only log shows who changed what and when.

One platform

Pipelines shaped around the work you do

Each case type has its own stages, documents and checks. Firms that do more than one kind of work run them side by side.

Advice

Mortgage and protection advisers

From first enquiry to completion and review. Capture the fact find once, record the recommendation and the reasons for it, and produce the suitability report without retyping anything.

Advice features
  • Fact findHousehold, income, commitments and objectives, shared with the client portal.
  • RecommendationsProduct, lender and the reasons, ready for the suitability report.
  • Fees and commissionBroker fees, proc fees and protection commission per case.
  • Households and joint applicantsLink clients so nothing is captured twice.
Conveyancing

Conveyancers and property lawyers

Purchases, sales and remortgages with stages that match how matters actually move. Property data from public sources sits on the case, and clients upload documents straight to the file.

Conveyancing features
  • Public property dataPostcode lookup and HM Land Registry price paid data on the matter.
  • Client portalClients see what is needed, upload it and message you securely.
  • Document chasersReminders at set intervals, then a call task if nothing arrives.
  • AML and KYCID checks and source of funds recorded against the client.
Sponsorship module

Certificates of Sponsorship

Run sponsorship work as another case type, with the same documents, deadlines and audit trail as the rest of your practice.

Sponsorship features
  • Stages and deadlinesTrack each certificate from request to decision.
  • Sponsor detailsCompany information from Companies House on the case.
  • DocumentsEmployer and worker documents requested and chased.
  • Audit trailEvery change recorded, as on every other case.
AI with a human sign-off

AI does the drafting. Your people make the decisions.

Legisure uses Claude to take the slow writing and reading off your team. Nothing AI produces goes to a client until a person has reviewed and approved it, and every AI run is logged.

Suitability report drafts

A first draft built from the fact find and recommendation, ready to edit, approve and print.

Document reading

Key details pulled from payslips, statements and IDs, so you check rather than retype.

Every run on record

Each AI call is logged with its purpose, model and outcome, alongside the case audit trail.

AI is used only for drafting and reading. It never makes a decision about a client.

Compliance and Consumer Duty

The evidence is there before anyone asks for it

Compliance records sit next to the cases they relate to, so a file review, a complaint or a board report starts from facts, not memory.

Append-only audit log

Every insert, change and deletion is recorded with who, when and what changed. Entries cannot be edited after the fact.

  1. S. Hughes moved M-0142 to OfferStage changed from Recommendation
  2. J. Okafor approved the suitability reportEdited after the AI draft
  3. Client uploaded bank statementsVia the client portal, 3 files
  4. AML check recordedResult: passed, source of funds on file

Complaints

The eight-week DISP deadline tracked from the day a complaint arrives.

Breaches

What happened, the impact and what was done about it.

File reviews

Findings and follow-up actions recorded against the case.

Consumer Duty

Evidence across the four outcomes, summarised for your board.

Security and UK hosting

Your clients’ data stays in the UK

Legisure runs on UK infrastructure. Each firm’s data is separated at the database level, staff see only what their role allows, and client documents are held in private storage.

  • Firm-level isolationRow-level security on every table, scoped to your firm.
  • Roles and permissionsPrincipal, adviser, case manager, compliance and read-only.
  • Encrypted in transitTLS on the app, the client portal and the API.
How we protect your data
Getting started

Three steps to your first case

  1. Request a demo

    We walk through Legisure using your case types and the questions your compliance team asks.

  2. Set up your firm

    Add your team and roles, choose your case types and decide how document chasers should work.

  3. Start new cases

    Open new cases in Legisure and invite clients to the portal. Talk to us about bringing existing records across.

Next step

See your own cases in Legisure

A 30-minute walkthrough with your workflow, your case types and your compliance questions. No slides.

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