Clients and entities
Client structures that match reality. Groups, trusts, companies, individuals, directors and the relationships between them, modelled properly.
Structures that
match reality
Groups, trusts, companies, individuals, directors and the relationships between them, modelled properly. No flat list of names that pretends every client is a single entity.
Relationships
modelled
When a director sits on three trusts and two companies, Firmhub knows that. Work on one entity surfaces the connections to the others, so nothing falls between the gaps.
Documents against
the right entity
Client documents held against the entity they belong to, not against a contact who happens to share a surname. The structure is the system.