MOZAIC Core for
Client-facing clarity and matter control — without the complexity of legacy case management software.
The Problem
Law offices manage sensitive client relationships across email, phone, and physical files. Clients have no visibility into their matter status. Document collection is chaotic. Referral sources are not tracked.
Status updates happen via email or phone call. Clients are anxious, chase their solicitor repeatedly, and feel out of control. This creates friction and churn.
Emailing back and forth for ID, proof of funds, contracts — each exchange is untracked. Missing documents stall completions. There is no audit trail.
Estate agents, mortgage brokers, and accountants refer clients — but the office cannot measure which sources generate the most profitable matters.
How it works
Potential clients submit enquiries via the office's professional microsite. Source is attributed. The matter enters the pipeline as a new lead.
Once instructed, the client becomes an active record in the system. Milestones specific to the matter type (conveyancing, litigation, etc.) are set.
The client receives a private portal link. They can see their journey stage, submit requested documents securely, and receive updates.
If the instruction came via a referral partner, the source is recorded against the matter. Referral performance can be reviewed monthly.
Platform modules
Branded public page for your firm — practice areas, team bios, contact and enquiry form.
Track new matter enquiries from first contact through to instruction.
Private link per client. Journey milestones, document requests, updates. No app needed.
Request specific documents. Client uploads securely. Full audit trail per file.
In-portal messaging between solicitor and client. Replaces sensitive email threads.
Publish guides for clients — process explanations, FAQs, cost breakdowns.
Track which estate agents, brokers, and partners send matters. Measure by volume and value.
Keep referral partners and past clients engaged with legal updates and service announcements.
GDPR-aware by design
EU data residency
Full audit trail
We are selecting early access partners in this vertical. Tell us about your firm and we will be in touch within 48 hours.
