Project Overview

This document outlines the development of a web-based Risk Assessment Tool designed specifically for integration with UK law firms' existing internal case management platforms to be delivered via a staged program of phased releases. The solution will enable clients to complete risk assessments online, while providing the firm with comprehensive tools for data capture, compliance tracking, and reporting—all within the firm's secure internal environment.

Project Objectives

• Develop a customisable online questionnaire system to support risk assessment processes across different legal practice areas.
• Ensure seamless integration with the firm’s existing CMS, enabling real-time data synchronisation and efficient matter management.
• Provide firm administrators with powerful tools for questionnaire management, response monitoring, user permissions, and reporting.
• Ensure compliance with legal and regulatory standards through robust audit logging, version control, and secure data handling

Core Features

• Dynamic Question Builder: Intuitive interface for creating and managing question sets with no technical intervention required.
• Question Type Support: Includes single/multiple choice, free text, numeric fields, date pickers, and conditional logic.
• Conditional Logic: Show or hide questions based on previous responses.
• Audit Trail: Comprehensive logging of all user activity and system changes.

This tool is being developed to enhance risk visibility, operational efficiency, and compliance assurance delivering a scalable and secure solution tailored to the needs of modern law firms.