The File Opening Design Explorer

Open a file. Properly.

Every firm opens files. Most stitch it together from three systems, six sticky notes, and the partner's inbox. Here's how Alterspective designed it instead — one guided journey from a phone ringing at reception to a live matter in the PMS.

Three ways in. Pick the one that fits why you're here.

For everyone

The story

Ten scenes. Four people. From the phone ringing at reception to a live matter in the PMS. Plain English, concept sketches, no jargon.

What Sarah sees · what David decides · what Rachel verifies
Where files trip up today · how this fixes it
Outcomes that matter to the firm

See the story →

~5 minute read

For BAs · IT · architects

How it’s built

The design pack. Work-type tree, entity / process split, build methodology, AML integration with FirstAML, the live compliance demo. Sharedo identifiers where they help.

Architecture diagram with hover-driven inspector
Per-scene technical detail · skeleton / manual / automation
Live POC: toggle Client AML and watch instructions react

See the design pack →

~7 minute read

For FirstAML · sales · delivery

AML with FirstAML

A joint-branded AML story for Clio Operate. Business value, integration reality, and the implemented widget/plugin capability in one place.

How the integration works in market-safe language
What compliance teams and partners actually see
Webhook, workflow, widget, refresh, and support behaviours

See the AML version →

~5 minute read

Built on Sharedo · AML powered by FirstAML · Alterspective IP

Pick a path above