Run client onboarding, compliance and legal admin from one workspace.
LegalStacks gives your firm a premium system for business and individual onboarding, trust workflows, FICA/KYC document collection, consultation tools, notes, recordings and matter support — all in one clean environment.
Designed for firms that want cleaner files and faster onboarding.
From first consultation to supporting documents and signatures, LegalStacks helps your practice keep a more structured, more professional record of every matter.
Business onboarding
Capture company details, representatives, supporting documents, compliance answers and internal notes in a structured format.
- Autosave workflows
- Representative records
- Document uploads
- Quote-ready data
Individual onboarding
Keep personal details, address information, employer details, declarations and compliance documents in one place.
- Address capture
- KYC questionnaire
- Signature support
- Client document collection
Trust workflows
Manage trustees, trust details, address information and trust supporting documents using a dedicated trust onboarding flow.
- Trust FICA forms
- Trustee records
- Document management
- Signature requests
Consultation tools
Track work and keep records during client engagement with built-in timer, note capture and audio recording workflows.
- Client lookup
- Session timer
- Recordings
- Quick notes
Share structures
Create and manage share structure diagrams for businesses and export them for reporting, advice and file use.
- Diagram builder
- Business ownership views
- PDF export
Operational consistency
Standardise the way your team captures client data so files are easier to review, easier to maintain and easier to trust.
- Cleaner records
- Less back-and-forth
- Stronger audit trail
Professional legal operations software for modern firms.
Start with a free trial and set up your firm’s client onboarding, compliance and internal admin in a more structured way.