REPORT INTELLIGENCE
Report Templates
Firm-level templates. Consistent sections. Consistent branding. Forty reports a month — one standard.
Feature Walkthrough
See it in action
Template Gallery
Full DD Report
7 sections · Last used: Today
Counterparty Summary
4 sections · Last used: Yesterday
Charge Register Extract
3 sections · Last used: 23 Apr
Ownership Chain Report
5 sections · Last used: 22 Apr
Tenant Covenant Pack
6 sections · Last used: 21 Apr
Template Builder — Full DD Report
Logo, headers, and disclaimer applied
Template Gallery
Your firm's report templates are stored in a central gallery accessible to every fee-earner. Full DD reports, counterparty summaries, charge register extracts, ownership chain reports, and tenant covenant packs — each template defines which sections to include, the order they appear in, and the branding applied. New templates can be created from scratch or cloned from existing ones. The gallery ensures every report produced by the firm follows the same structure.
Section Builder with Branding
The template builder lets you toggle individual sections on or off, reorder them via drag-and-drop, and set section-level formatting preferences. Company profile, directors, charges, credit assessment, sanctions, and risk summary — include the sections that matter for each report type. Firm branding — logo, colour scheme, header text, and legal disclaimers — is applied globally so every report carries consistent professional presentation.
PDF Generation from Live Data
Select a template, choose the entity, and the platform generates a formatted PDF report populated with live data from the most recent screening results. Company profiles, charge tables, director maps, ownership trees, and risk flags are rendered into the document with colour-coded indicators preserved. The PDF is generated in seconds and carries a unique reference number, generation timestamp, and the fee-earner's name for the audit trail.
Firm-Wide Consistency
Whether a trainee runs the search or a partner generates the report, the output is identical in structure and presentation. Templates enforce consistency across the firm — the same sections, the same formatting, the same disclaimers, the same branding. When a template is updated, every future report uses the new version. Forty reports a month, one standard — that is what template-driven generation delivers.
One template. One standard. Every report.
Template gallery, section builder, firm branding, and PDF generation — consistent professional output from every fee-earner.