Legal & Incidents
Matters, contacts, incidents and family events
The Legal section keeps every matter — disputes, transactions, advisory work — organized with the counsel handling it, key dates and linked documents.
Incidents & Events maintains the family's factual record: security incidents, accidents, significant family events — each documented at the time it happened, not reconstructed years later.
Gallery
Capabilities
Matter tracking
Every legal matter with status, counsel and key dates.
Counsel directory
Legal contacts and the matters they handle.
Incident log
Security incidents and accidents documented as they happen.
Event register
Significant family events recorded for the permanent record.
Record Types
Explore more capabilities
Compliance & Tax
Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.
Estate Planning
Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Insurance & Coverage
Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.