SRA Compliance Management Suite

Centralised reporting solution that can be used by all law firms to manage breaches, record undertakings, carry out questionnaires and more.

Taking the stress out of SRA compliance

Many firms are still wasting huge amounts of time by using email and Excel to capture data on diversity, accounts rules, code of conduct, regulatory breaches, annual declarations, AML risk assessments and so much more for the SRA. These approaches often result in chasing missing information, email replies going unnoticed and collating unstructured, inconsistent responses into hard-to-manage reports.

VinciWorks' SRA Compliance Management Suite allows firms to collect data efficiently and securely into one centralised location. COLPs and COFAs can seamlessly review all completions, aggregate data via a centralised dashboard and monitor, track, alert and follow up on progress throughout the process.

Our SRA Compliance Management Suite

Annual Declaration

Undertakings

SRA Accounts Rules Breaches

SRA Code of Conduct Breaches

Diversity Questionnaire

AML Risk Assessment



Why Omnitrack?

  • Customise your dashboard
  • Build forms from scratch or use our best-practice templates
  • Built-in expertise and Code of Conduct documentation
  • Conditional logic - Forms adapt as they are being completed, so only relevant questions are answered
  • Admins can instantly review submissions and flag any responses that require further action



Contact us to learn more or book a demo