SRA Compliance Management Suite
SRA COMPLIANCE, SIMPLIFIED

Navigating SRA compliance is demanding. Firms often rely on cumbersome methods like email and spreadsheets, leading to inefficiencies and missed information. Omnitrack’s SRA Compliance Suite provides a streamlined, centralised portal to manage all critical compliance processes efficiently.

One platform to address all your SRA compliance needs

Designed in collaboration with leading law firms, the platform adapts seamlessly to your firm’s workflows, with customised reporting and an intuitive interface. Say goodbye to manual processes and hello to effortless SRA compliance.

Your compliance challenges solved
  • Nine best practice forms & workflow templates
  • Intuitive form builder for process customisation
  • Conditional logic, automated reminders & custom reporting
  • Audit trail & SRA compliance
  • Implementation support & admin training

SRA Compliance Workflow Solutions

Our SRA Compliance Suite includes the following key solutions, each designed to address specific compliance needs.

Annual Declarations

Undertakings

SRA Accounts Rules Breaches

SRA Code of Conduct Breaches

Diversity Questionnaire

AML Risk Assessment

Powered by Omnitrack

Manage data collection and workflows from one central platform. Gain complete control over your workflows.

Centralised database

Store all your data in a central database, eliminating the need for multiple documents, PDFs, or spreadsheets.

Customisable forms

Use our best-practice templates and tailor them to your specific needs.

Dynamic dashboards

Track submissions and identify trends efficiently with custom dashboards that provide real-time data and analytics.

Automated workflows

Set up automated reminder emails, notifications for flagged items, and escalation for unresolved issues.

Comprehensive flagging

Automatically highlight high-risk submissions, saving time and ensuring no critical issues are overlooked.

Quick reporting

Generate detailed, graphical reports in seconds, making it easy to analyse and share data with stakeholders.

Experience exceptional
for yourself

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