Our platform

Re-defining your client experience

The Link App lets you keep on top of client communications and consistently provide a great client experience.

Client interactions

Communicate with your clients through instant message. Clients can also request a call-back through the client access portal.

contract conversation - The Link App

Client enquiries

Digital client onboarding allows you to attract new business, send quotes, track progress and improve conversion.

It provides one place for all client enquiries and one dedicated channel of secure communication from initial contact to conclusion. Improve your new business function today.

Document sharing

You and your clients can securely send documents to each other. Documents are automatically filed in a shared portal.

secure file transfer - The Link App

Case milestones

Your clients can track their case’s progress through customised milestones. No need for them to chase you for updates.

milestone timeline - The Link App

Integration & customisation

The Link App will integrate with your case management system. We can provide bespoke integrations to suit the way you operate.


All communications are encrypted and all documents are protected. File based backups are performed hourly.

secure messages - The Link App


You can access all of The Link App features, from any device, anywhere in the world.

world wide connectivity - The Link App


Create tasks for your clients and let our platform chase them via automatic reminders. Learn more

TLA Tasks

ID Verification

Fast and simple ID verification for your clients. Compliance made easy for your firm. Self-service client digital onboarding within minutes.

TLA ID Verification


Your clients stay in the loop with instant notifications to their phone. You can see when they have read your updates.