A bar audit, an AML inspection and a CSRD assurance review ask for different documents but the same thing underneath: show what happened, who approved it and when. HubSecure is built around that answer.
Client intake, matters, privilege and discovery-ready records.
Secure client portal, onboarding and workpapers with custody.
Engagements that document themselves, from intake to delivery.
Drawings, revisions and sign-offs with a version history that holds up.
Client portal with a fiduciary trail behind every recommendation.
Onboarding, screening and monitoring with a defensible trail.
Claims handling, conduct and advice records you can attest to.
Secure document review, escrow evidence and party screening.
Client assets, approvals and campaign sign-offs in shared rooms — with consent and processor duties documented per client.
Customer data, supplier contracts, returns evidence and product claims in one governed record.
Candidate data with retention limits, right-to-work checks and audit-ready consent.
Shipments, customs documents and supplier declarations — including their transport footprint.
Document collection, consent and access you can prove.
Deviations, CAPA and supplier evidence tied to the batch that caused them.
Procurement records, security requirements and reporting duties in one place.
Climate disclosure with evidence behind every published number.
Not on the list? The pattern holds wherever client work has to be defensible: intake, delivery, approval, proof. Regulatory references are provided for orientation and are not legal advice.
Client, party or supplier is created once — identity, screening and documents attach to that record.
Matters, cases, projects and meetings run in the workspace, so the work and its trail are the same object.
Named owners approve inside policy gates. Nothing important depends on someone remembering to log it.
Filter the ledger, export the pack. Bar audit, AML inspection or assurance review — same afternoon.
Bring one real workflow to the demo — intake, a matter, a screening — and we will show the evidence trail it produces.
