Approvals where they matter most
Build approval steps directly into your onboarding and matter management processes.
From initial enquiry through to active clients and matters, Tessaract ensures the right checks happen at the right time, with clear sign-off from compliance before anything progresses. Approval workflows are built into the process itself, helping reduce risk, improve consistency and ensure nothing is overlooked.
Teams can see exactly what requires approval, who is responsible and what actions are outstanding, keeping work moving while maintaining full control and accountability.
Start work without breaking process
Keep work moving while compliance does its job.
Create draft clients and matters so your team can begin capturing information, documents and time entries, without fully activating records until approvals are complete.
Controlled client onboarding
Turn enquiries into draft clients and gather everything you need upfront.
Client records are only fully created once ID checks are complete and compliance has signed them off, helping you stay aligned with regulatory requirements.
Matter approvals, built in
Even with existing clients, compliance does not get bypassed.
Create draft matters and allow fee earners to start work, while ensuring AML checks are refreshed and approved before the matter goes live.
Smarter control over write-offs
Manage financial risk with tighter control over write-offs.
Tessaract helps ensure the right approvals are in place, particularly where client funds are involved, supporting compliance with regulations around holding and returning client money.
Compliance without compromise
Embed compliance into your workflows without slowing your firm down.
Approvals, checks and best practice controls happen in the background, giving your team the freedom to focus on delivering work while staying fully aligned with regulatory expectations.
By building compliance into everyday processes, Tessaract helps reduce risk, improve consistency and create a clear audit trail across your firm. The result is greater confidence for compliance teams and less administrative burden for fee earners, without introducing unnecessary friction into the way your firm operates.
Ready to take control of compliance?
See how Tessaract helps you reduce risk, streamline approvals and keep your firm moving with confidence.
Want more compliance tools to keep you on track?
Legal tech insights from the Tessaract team
Is technology becoming a deciding factor for potential employees?
Recruiting and retaining talent remains a persistent challenge for mid-size law firms. They are competing with larger firms that can often offer higher salaries, structured career progression, and more established remote working options.
What processes are mid-market law firms automating and where should you start?
One of the greatest benefits of modernising your practice management software is the ability to automate more processes across your firm. Automation helps streamline operations, eliminate workarounds, and reduce manual tasks that otherwise occupy fee earners and support staff’s precious and often, expensive time.
Building the perfect tech ecosystem: Why a best-of-breed stack often beats the all-in-one myth
It’s easy to understand the appeal of the one ring to rule them all software: one partner, one login, one support contact, one magic piece of kit that delivers everything you ever wanted…
The hidden cost of workarounds. How legacy legal practice management systems are quietly holding your law firm back
A workaround is a temporary fix to a process that's been used by permanent staff for years. It’s when three systems, two spreadsheets and a very patient person do the job of one piece of software.
Beyond features: How to choose legal practice management software that delivers real outcomes
When it’s time to choose a new Practice Management System (PMS), it’s tempting to start with a checklist of features. Every demo looks impressive, every vendor promises the world — and before long, you’re comparing dashboards instead of results.
Is your legal Practice Management Software holding your SME law firm back? 16 questions to make sure your PMS is pulling its weight
Before diving headlong into new legal practice management software, it’s probably a good idea to first gauge if your PMS is in line with modern standards and expectations to highlight any glaring challenges worth worrying about.
Essential types of analytics and reports for your law firm's success
According to “Big Data: The Management Revolution” by Andrew AcAfee and Erik Brynjolfsson, the success of a business depends largely on how it is able to collect, process and interpret data from a multitude of sources. Due to this, organisations are now using technological tools to explore how their data can be used for good. One such essential technological tool in the legal industry is analytics and reports.
Demystifying data migration, it’s not as scary as you might think
In our discussions with SME firm leaders, nervousness around the daunting challenge of data migration–or so it is perceived to be–is often the reason given for not considering a move away from a legacy legal Practice Management System (PMS) to a cloud-native solution.
The true cost of failing to be cloud-first
Digital transformation through a cloud-first strategy is now essential for law firms to stay competitive and grow their businesses, says Mike Hinchliffe, General Manager EMEA at Tessaract
The fundamental guide to client onboarding
A precursive report found that 82% of organisations believe their onboarding approach to be a value driver. Meanwhile, 74% have a dedicated team for customer onboarding. In the same report, over half of the survey respondents said they believe improving their client onboarding process will enhance the enterprise's overall performance.