Skip to main content

Client intake ready for your audit.

WIDTH runs identity, sanctions, UBO, and conflict checks in a single intake flow — so your partners bill sooner and your risk committee sleeps better.

WIDTH professional services dashboard
<2h
Client intake
From engagement letter to cleared CDD pack with complete evidence.
100%
Conflict coverage
Firm-wide matter database cross-checked against every new client.
SRA · AICPA
Frameworks supported
Regulated-profession policy overlays encoded out of the box.
The Advisory Reality

Three things every professional services firm fights every day.

And how WIDTH solves them.

01 · Pain

Client intake is a bottleneck.

New matters stall while compliance manually runs sanctions checks, collects ID documents, and verifies corporate structures across three different tools. Partners lose billing days. Clients grow impatient.

WIDTH solves this →

One API call runs identity, sanctions, PEP, adverse media, and UBO resolution. Your compliance team reviews a finished CDD pack — not raw data. Partners bill sooner.

02 · Pain

Conflict checks are manual and incomplete.

Firms rely on spreadsheets, email chains, and institutional memory to flag conflicts. Multi-office engagements slip through. Lateral hires bring undisclosed prior matters. The risk: malpractice, regulatory sanction, and reputational damage.

WIDTH solves this →

Every new client and matter is automatically cross-checked against your firm-wide database — live engagements, historic matters, and personnel — in one query. Results are instant, auditable, and linked to the CDD pack.

03 · Pain

Audit prep is a fire drill.

When regulators inspect, your team scrambles across systems to reconstruct decision trails. Evidence packs are assembled manually. The compliance officer becomes a full-time archaeologist instead of a risk manager.

WIDTH solves this →

Every decision is recorded at the moment it happens — with inputs, rule chain, and policy version. One-click regulator export. Signed PDF with full evidence trail. Audit prep goes from weeks to minutes.

Built for regulated advisors

Intake, conflict, CDD — one workflow.

Law firms, accounting practices, trust companies, and consulting advisors all run on the same spine.

Client CDD

Natural persons + entities. One evidence pack.

Sanctions, PEP, adverse media, corporate registry, and UBO graphs — all cited to sources. Individual and corporate clients screened in a single intake flow. The compliance officer reviews a finished pack, not raw outputs from five tools.

Explore CDD →
180
Jurisdictions
130+
Data sources
<2h
Intake to pack
Conflict checks

Firm-wide, instantly.

Cross-reference against live matters, historic engagements, and personnel databases in one query. Multi-office, multi-jurisdiction — with results logged and timestamped.

See conflicts →
Ongoing monitoring

Continuous, not periodic.

Existing clients are re-screened as sanctions lists, PEP databases, and adverse media sources update. Alerts route to the responsible partner automatically.

See monitoring →
UBO mapping

Ownership chains, resolved.

Multi-jurisdiction corporate registry pulls, nested ownership resolution, and beneficial owner identification above the 25% threshold — with visual graph output.

See UBO mapping →
Audit packs

Regulator-ready, one click.

Signed CDD packs with evidence, decision chain, policy version, and reviewer identity. Export as PDF or integrate with your document management system via API.

See packs →
Risk assessment

Risk-score every engagement.

Configurable risk matrices per practice area and jurisdiction. Auto-trigger enhanced due diligence for high-risk clients. No manual triage.

See risk scoring →
Who we serve

Tailored for every regulated profession.

WIDTH adapts to the compliance obligations specific to your practice area and regulatory framework.

Law firms

From magic circle to boutique.

Client intake, conflict checks, sanctions screening, and matter-level CDD — all integrated with your practice management system. SRA, LSRA, and AML Directive compliant.

Accounting & audit

Big Four to mid-tier.

Engagement acceptance, client screening, and independence verification. AICPA, ISQM, and national regulatory frameworks supported out of the box.

Trust & corporate services

TCSP compliance, automated.

Entity formation, nominee structures, and ongoing monitoring for trust and corporate service providers. UBO resolution for complex layered structures.

Consulting & advisory

Strategy to implementation.

Client due diligence for consulting engagements involving regulated industries, government contracts, or cross-border transactions. EDD triggers for high-risk mandates.

Legacy stacks vs WIDTH

Three tools. One client. Everyone waits.

Most professional services firms stitch sanctions, CDD, and conflict tools together. WIDTH replaces the stack.

Legacy intake
Manual, fragmented, slow.
  • Separate sanctions, CDD, and conflict tools
  • Client data re-keyed across systems
  • Conflict checks rely on partner memory
  • Audit trail reconstructed after the fact
  • Weeks to clear a complex corporate client
  • No ongoing monitoring after intake
WIDTH for Professional Services
One flow, one trail, one policy.
  • Identity, sanctions, UBO, conflict in one call
  • Client enters data once, firm-wide
  • Automated conflict resolution across all offices
  • Audit trail generated as the decision is made
  • Complex corporate clients cleared in hours
  • Continuous monitoring with auto-escalation
"

Partners bill earlier because intake stopped being a bottleneck. Our MLRO treats new-client reviews as approvals, not investigations. And when the regulator visited, we exported the full audit trail in five minutes.

MP
Managing Partner
International Law Firm
Regulatory frameworks

Policy overlays for every jurisdiction you operate in.

WIDTH encodes the compliance requirements specific to professional services firms — so policy changes ship in hours, not quarters.

SRA · LSRA
Legal regulation
UK Solicitors Regulation Authority and Singapore Legal Services Regulatory Authority compliance frameworks.
AICPA · ISQM
Accounting standards
International Standards on Quality Management and AICPA professional standards for engagement acceptance.
AMLD6 · MAS
AML directives
EU Anti-Money Laundering Directive and MAS Notice requirements for designated non-financial businesses.
FATF · DNFBP
Global standards
FATF Recommendations for Designated Non-Financial Businesses and Professions — encoded as executable policy.
Recognised by the Industry*
Chartis FCC50 2026 RegTech100 Singapore Top Fintech 2026 Regulatory Leader 2025 ALB Pan Asian 2025 Fintech Frontiers 50
* In collaboration with Cynopsis Solutions
Trusted by 500+ institutions across 180 jurisdictions
FAB NETS MSIG Moomoo Syfe GLDB

Intake at partner pace. Audit at regulator grade.

Book a 30-minute call. We'll walk your intake flow, show the firm-wide conflict check live, and scope your rollout.