Every client, with their whole story
The complete client record: matters, documents, emails and invoices, with onboarding and KYC done.
14-day trial · No lock-in
A firm's real asset isn't its matters — it's its clients. Yet what the firm knows about each one lives scattered across inboxes, folders and the memory of whoever spoke to them last.
In Mandato every client has one record, and everything hangs off it: their matters, their documents, their conversations and their invoices. Whoever opens the record sees the whole client — not just their own slice.
What the record holds.
Complete record
The client's matters, documents, communications and invoices, in one view.
Onboarding with KYC
A document checklist by nationality and screening against OpenSanctions, at onboarding.
Conflict of interest
Checked against past clients and opposing parties, before you accept.
Their conversations
The client's email, WhatsApp and calls, unified in their history.
Their billing
What's issued, paid and outstanding for that client, without opening the books.
Their portal
Invite them from the record: they'll see their matter, documents and invoices.
Knowing your client, before and after.
- Digging through emails for their phone and NIE10 min
- Asking a colleague which matters they have openEvery time
- Assembling the KYC file after the fact1 week
- Answering 'how is my case going?' on the phone30 min/wk
- The record, with their details and languageOne click
- Their matters, listed on the recordA glance
- KYC done at onboarding, with its checklistDay one
- The client checks their portalDone
An illustrative estimate for a small firm with international clients.
Onboarding, with KYC built in
Onboarding a client isn't filling in a form: it's the engagement's first compliance obligation. So onboarding in Mandato brings the KYC checklist for their nationality — DNI, NIE, passport or equivalent — and screens them against OpenSanctions, with the result stored on the record.
Conflicts of interest are checked against your past clients and opposing parties before you accept. The awkward discovery happens on day one, not on signing day.
The complete record
Open and closed matters, documents with their versions, every email and every WhatsApp, invoices issued and amounts outstanding. Everything the firm knows about the client, on one screen.
With the client's language on record, communications go out in Spanish or English without asking twice. For a firm serving foreign clients, that's not a detail — it's half the service.
From first contact to engagement
Contacts who aren't clients yet have their place too: who asked, about what, and where you left it. When a contact signs the engagement letter, their history comes with them — they don't start from zero.
And from the engagement, to the portal
From the record you invite the client to their portal: the branded view where they follow their matter, share documents and see their invoices. The firm stops being a black box, and the phone rings less.
Well-kept clients, in numbers.
- 90+
active clients managed in Mandato by the founding firm
- 20+
nationalities served in Spanish or English
- 1record
per client: everything the firm knows about them, together
The hours, clients and documents figures are the founding firm's (Frank & Partners); the rest describes the product. Run your own numbers with the savings calculator
Frequently asked questions
Can I bring my existing clients over?
Yes. Mandato imports your existing client base, and documents can come over from Google Drive in a one-off import. Your history doesn't stay behind.
What does the client see of their record?
Only what's shared on their portal: their matters' status, shared documents, messages and their invoices. Internal notes and the rest of the record belong to the firm.
How are conflicts of interest detected?
When you onboard a client or a matter, Mandato checks the parties against your past clients and opposing parties and warns you before you accept. The final call, as always, is the lawyer's.
Put your clients on a single screen.
Import your client base and open the first complete record. Fourteen days free.
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