Solution
Client onboarding and compliance, on rails.
Engagement letters, onboarding packs, registrations, annual sets — the portal chases your clients for bank statements the way it chases applicants for passports.
Documents trickling in by email
The same client data, typed five times
Recurring work, rebuilt every year
Collect
The portal chases the client paperwork.
Send one branded portal for bank statements, IDs, prior-year documents, and onboarding details. Crove follows up until the checklist is complete.
- Checklist per service line
- Client uploads without an account
- Automatic reminders for missing documents
Northbridge Migration
Your document checklist
Upload a clear scan or photo. Certified copy accepted.
Upload a clear scan or photo. Certified copy accepted.
Upload a clear scan or photo. Certified copy accepted.
Upload a clear scan or photo. Certified copy accepted.
Prepare
Client data fills every document.
Engagement letters, registrations, declarations, and annual packs reuse the same client profile, so names, dates, and entity details stay consistent.
- One client profile across recurring matters
- Templates for letters and compliance packs
- No repeated typing
Generate from matter
Partner visa document set
Submission letter
Filled from Priya Nair's matter data
Sponsor letter
Filled from Priya Nair's matter data
Statutory declaration
Filled from Priya Nair's matter data
Document index
Filled from Priya Nair's matter data
Lodge
One reviewed pack, ready to send.
Track approvals and signatures, then assemble the complete pack for the client, registry, or internal record.
- Signature status per document
- Ordered assembly
- Readable archive after close
Lodgement order
Final bundle
Pricing
Plans sized by active matters
Priced by active matters — the cases you're working right now. Lodged and closed matters are free, and your data is never locked.
Free
- 2 active matters
- 5 / month ai drafts
- 1 seat team
Solo
- 25 active matters
- 150 / month ai drafts
- 1 seat team
Practice
- 100 active matters
- 500 / month ai drafts
- 3 seats included team
FAQ
Common questions
Can Crove handle recurring annual matters?
Yes. Reuse client profiles and checklist standards so next year's matter starts with the data you already trust.
Can I invite teammates?
Yes. Paid plans support teammates, and Practice includes seats for a small team.
Is Crove accounting software?
No. Crove prepares repeatable matter paperwork and document packs; it does not replace your ledger, tax, or practice systems.
Stop chasing. Start lodging.
Give your next matter a portal, a checklist, and a finished file. Free plan — no credit card required.