SRA-aware intake infrastructure · UK private client

One intake platform for UK private client firms.

Bridge the gap between your case management system and your clients. A custom-engineered intake platform that your firm owns outright. Solicitor-led from first contact to file — AI handles the typing, your fee-earner handles the judgement.

Solicitor-led reviewHuman verification on every outputNo model training on client data

Every output is reviewed by a qualified fee-earner before it reaches your CMS.

Reference portal
northgate-wills.example/intake/will-instruction
Reference Vaulted intake portal — stepped questionnaire on the left, live Will draft preview on the right. Fictional firm for illustration.
The Vaulted split

Drafted with AI

Plain-English client prompts and a live draft preview that builds as the client answers — held back until your fee-earner signs off.

Reviewed by a solicitor

Every answer, every document, every instruction note — checked and signed off by your fee-earner.

Owned by your firm

The portal, the data, and the client relationship stay with you. No per-seat fees, no model training on your matters.

Run by a named project lead

One accountable contact, a written weekly update, scope agreed up front, and no surprises at go-live.

How we engage

A three-year partnership, not a project.

From £9,750/yr on a 3-year Partnership. CPI-linked, capped, and published.

01 · Blueprint

Scoping Blueprint

A £2,500 fixed-fee diagnostic that audits your intake economics, maps CMS integration, and produces a written Year-1 quote. Credited back on signature.

02 · Partnership

3-year Partnership

Bespoke build, wrapped in a continuous-improvement relationship. From £9,750/yr on Essential, with CPI-linked pricing and published exit ramps.

03 · Ownership

Yours, forever

At end of term the portal, the code, and the data remain with your firm. No per-seat fees. No lock-in. Renew if it's working, walk away if it isn't.

Native bi-directional integration

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The sovereignty model

Your portal. Your data. Your asset.

Traditional legal tech treats your client data as training fodder and your budget as a per-seat licence that scales forever. Vaulted builds your portal on your infrastructure as a three-year partnership — and hands you the keys at the end of it.

  • UK data residency

    Hosted in your chosen Azure or AWS UK region — nothing leaves the boundary.

  • Zero shared model training

    Your client data never trains third-party LLMs. Models run in-tenant only.

  • Your firm owns it

    Codebase, schema and integrations sit in your account — not behind a vendor login.

  • No per-seat fees

    Add fee-earners without renegotiating your contract or paying more.

One tenant · one firm · one region

The Vaulted sovereignty boundaryA single UK data residency boundary contains the client, intake portal, solicitor review console and firm CMS. No data leaves the boundary; no third-party LLM training; single-tenant.UK DATA RESIDENCY · YOUR AZURE / AWS TENANTClientanswers in plain EnglishVaulted Intake Portalbespoke to your firmSolicitor reviewhuman sign-off on every outputFirm CMSClio · LEAP · Actionstep✕ No third-party LLM training Single-tenant by design

Evidence, not adjectives

We don't trade on other firms' names. Client work is published only with written consent — so instead we show you the working portal, the delivery method, and the written SLA and data-governance commitments, and we measure recovered fee-earner hours on your own matters against your own baseline.