Sectors

Built for firms where getting it wrong is costly.

GRONAV works with regulated practices and specialist firms that need faster processes without losing control of client information.

Designed around SRA and UK GDPR obligations

Legal practices and independent solicitors

Fee-earners lose hours every week to manual client onboarding, ID chasing, conflict checks and matter file creation. GRONAV builds standardised, audit-ready intake inside your own Microsoft 365 tenant.

What GRONAV typically builds

Client ID and proof-of-funds requests sent and tracked automatically
Matter workspaces created with the right permissions from day one
Document retention schedules applied consistently across matters

The aim: Confidence that every file sits in the right matter workspace when the SRA asks.

Designed around FCA and Consumer Duty expectations

Wealth advisers and boutique financial firms

Advisers and paraplanners spend too long pulling together review information and chasing documents. GRONAV automates data collection and creates the evidence trail Consumer Duty reviews expect.

What GRONAV typically builds

Client review packs assembled from information you already hold
Secure client document exchange instead of email attachments
A clear record of disclosures, fee agreements and approvals

The aim: A dependable evidence trail for Consumer Duty and file reviews.

Designed around UK GDPR, AML and HMRC record-keeping

Accounting and tax practices

Practice teams spend peak season chasing client records, re-keying data and managing engagement letters by email. GRONAV automates document requests, approvals and secure client exchange.

What GRONAV typically builds

Client document requests and reminders sent ahead of deadlines
Engagement letter and AML onboarding workflows with a full audit trail
Secure client file exchange that replaces email attachments

The aim: Calmer deadlines, with every client record in one place.

Designed around CQC and NHS DSP Toolkit expectations

Specialist clinical and health practices

Sensitive records spread across inboxes, portals and messaging apps create governance risk and admin fatigue. GRONAV brings intake into one controlled process with clear data classification.

What GRONAV typically builds

Referral triage and practitioner assignment in one workflow
Role-based access to clinical notes and documents
Controls that keep patient-identifiable data out of consumer tools

The aim: Evidence to support CQC inspections and DSP Toolkit submissions.

Supports ISO 9001 and ISO 27001 documentation

Engineering and specialist consultancies

Project teams juggle spreadsheet timesheets, drawing revisions and disconnected invoicing. GRONAV builds clear delivery workflows from proposal to sign-off.

What GRONAV typically builds

Project document control with client approval workflows
Milestone sign-off that triggers the billing step
One source of truth for proposals and project changes

The aim: Smoother ISO audits and a clear view of every project.

GRONAV does not give legal or regulatory advice. Solutions are designed to support your obligations and are agreed with your compliance lead.

A useful first conversation

Find out whether the requirement is a good fit.

The free call is for qualification and next steps—not solution design or an audit.

Book a 20-minute fit call