We design, build and operate bespoke CRMs, marketing engines and data platforms for legal and financial services businesses across the UK.
One senior team owns the whole build — architecture, delivery and the long-run operation of every system we ship.
Case management, lead pipelines, document automation and client portals — built around your workflow rather than squeezed into someone else's. Role-based access, full audit trails, and migration from your current system handled end to end.
Landing systems, multi-brand funnels and real-time lead routing. Every enquiry is tracked from first click to signed retainer, with source-level attribution across paid social and search, and spend visibility your finance team can rely on.
Identity verification, e-signature, payments, telephony and fraud screening — wired together with resilient queues, retries and webhooks that don't drop data. If a provider goes down at 2am, your pipeline queues and recovers on its own.
Warehousing, reporting and regulator-ready exports. GDPR by design, retention policies enforced in code rather than in policy documents, and dashboards your compliance team will actually open on a Monday morning.
Interactive previews of the kind of platforms we ship — click around inside each one. Every screen is real front-end, not a mock image.
Nadia Iqbal returned signed LOA via e-sign · CP-48197
Marlowe Finance offered £2,140 · CP-48166 — awaiting client instruction
Disrepair survey report uploaded by SL · CP-47903
JW logged client call — DSAR chased with lender · CP-48102
£4,890 settlement received from Crestway · CP-47788
Limitation review flagged by supervisor · CP-47651
| Ref | Client | Claim type | Lender / defendant | Stage | Est. value | Fee earner | Updated | ||
|---|---|---|---|---|---|---|---|---|---|
| CP-48211 | Gareth Bevan | PCP | Northgate Motor Finance | New | £4,120 | JW | 08/07/26 | ||
| CP-48208 | Farah Nazir | HDR | Brackenhill Homes | New | £6,800 | AO | 08/07/26 | ||
| CP-48197 | Nadia Iqbal | PCP | Halloway Finance plc | LOA Sent | £5,240 | PR | 07/07/26 | ||
| CP-48186 | Marcus Ellwood | PCP | Albion Vehicle Credit | Submitted | £4,610 | DH | 07/07/26 | ||
| CP-48174 | Elaine Moffat | HDR | Ferndale Housing Assoc. | LOA Sent | £7,420 | AO | 06/07/26 | ||
| CP-48166 | Callum Reid | PCP | Marlowe Finance | Offer Received | £2,340 | PR | 06/07/26 | ||
| CP-48153 | Amelia Crouch | PCP | Crestway Autoloans | Qualified | £3,860 | TM | 05/07/26 | ||
| CP-48149 | Stephen Doyle | HDR | Westgate Property Group | Escalated | £9,150 | SL | 05/07/26 | ||
| CP-48141 | Katie Renshaw | PCP | Northgate Motor Finance | Submitted | £3,275 | TM | 04/07/26 | ||
| CP-48137 | Owen Prydderch | PCP | Marlowe Finance | Settled | £1,980 | JW | 04/07/26 |
| Client | Mandate | AUM | YTD | Risk profile | Next review | |
|---|---|---|---|---|---|---|
PT Pemberton Family TrustVD-0027 · Trust | Discretionary | £31.2M | +6.8% | Balanced | 14/07/26 | ⋯ |
JA Sir James AldburyVD-0031 · Individual | Bespoke mandate | £24.5M | +5.1% | Growth | 21/07/26 | ⋯ |
EW Dr Eleanor WhitfieldVD-0044 · Individual | Discretionary | £18.9M | +7.4% | Adventurous | 02/09/26 | ⋯ |
RS The Redgrave SettlementVD-0052 · Trust | Advisory | £16.3M | −1.2% | Cautious | 11/08/26 | ⋯ |
MC Marcus & Priya ChandariaVD-0068 · Joint | Discretionary | £12.7M | +4.9% | Balanced | 30/07/26 | ⋯ |
HV Harcourt & Vane LLPVD-0073 · Corporate | Advisory | £9.8M | +3.3% | Cautious | 05/09/26 | ⋯ |
OM Ottoline MarchbanksVD-0081 · Individual | Bespoke mandate | £8.4M | +9.6% | Adventurous | 18/09/26 | ⋯ |
| Ref | Client | Check type | Risk | Owner | Submitted | |
|---|---|---|---|---|---|---|
| KYC-04217 | Beatrice Lachlan-Vane | Enhanced due diligence | Escalated | RB | Today 09:12 | ⋯ |
| KYC-04216 | Almeria Holdings Ltd | UBO verification | High | TO | Today 08:47 | ⋯ |
| KYC-04214 | Gideon Pryce-Morrow | PEP & sanctions screen | High | HC | Yesterday 16:02 | ⋯ |
| KYC-04211 | The Fenwick Discretionary Trust | Source of wealth | Medium | RB | Yesterday 11:38 | ⋯ |
| KYC-04209 | Marcus & Priya Chandaria | Periodic refresh | Low | JD | 06/07 14:21 | ⋯ |
| KYC-04205 | Cassandra Ellery-Boyd | Identity re-verification | Low | TO | 06/07 09:54 | ⋯ |
| KYC-04202 | Harcourt & Vane LLP | Enhanced due diligence | Medium | HC | 05/07 15:10 | ⋯ |
| KYC-04198 | Ottoline Marchbanks | Periodic refresh | Low | JD | 04/07 10:27 | ⋯ |
| Service line | Revenue | YoY | Share |
|---|---|---|---|
| Discretionary management | £2.41M | +9.2% | |
| Advisory & planning fees | £864K | +4.7% | |
| Performance fees | £412K | +21.3% | |
| Custody & execution | £298K | −2.1% | |
| Trust & estate services | £186K | +6.0% |
Tuesday 08 July · live sync 14:32:08 · CMP audit log on
Consent-verified journey · SMS + Open Banking checks inline
Attribution window: 7-day click · 1-day view · period 01/07 – 07/07
| Source | Medium | Leads | CPA | ROAS | Δ 7d |
|---|---|---|---|---|---|
| meta Top performer | paid-social | 1,486 | £13.20 | 4.8x | ▲ 8.4% |
cpc | 1,042 | £16.75 | 3.9x | ▼ 2.1% | |
| tiktok | paid-social | 891 | £14.90 | 4.1x | ▲ 14.6% |
| native | display | 448 | £22.40 | 2.6x | ▼ 5.8% |
crm | 367 | £4.10 | 8.2x | ▲ 3.2% | |
| organic | referral | 296 | £0.00 | — | ▲ 1.1% |
| partner | affiliate | 184 | £19.80 | 2.9x | ▼ 0.6% |
A national consumer-claims firm came to us running intake across three spreadsheets, a generic CRM and a shared inbox. Leads were double-handled, attribution was guesswork, and compliance reporting took a week each month.
We replaced it with a single bespoke platform: multi-brand landing funnels feeding one routing engine, identity and fraud checks at the point of capture, automated LOA generation and e-signature, and live dashboards for the leadership team. Delivered in nine weeks, operated by us since.
They rebuilt our entire intake pipeline without a day of downtime. The reporting alone paid for the project inside a quarter.
Operations Director, national claims firmNo discovery theatre, no six-month roadmaps. A senior engineer is in the first call, and you see working software in the first fortnight.
Start the conversation →We map your workflow, data and integrations. You get a technical specification and a fixed price — not a sales deck.
Schema, infrastructure and security model designed for scale and audit from day one, reviewed with your team before a line is written.
Weekly releases into a staging environment you can click through. No black-box development, no surprises at handover.
ID checks, e-signature, telephony, payments and your existing tools — wired, tested and monitored before anything goes live.
Zero-downtime cutover, data migrated, team trained. Then we operate, monitor and keep improving it — most clients stay for years.
We don't generalise. Everything we ship is shaped by the rules, rhythms and edge cases of legal and financial services work.
Every engagement starts with a scoped build. Most clients then keep us on to run, monitor and evolve what we shipped.
A scoped platform or integration, delivered end-to-end with a fixed price agreed up front.
We build the platform, then run it: hosting, monitoring, compliance updates and a roadmap that keeps moving.
Senior engineers embedded alongside your team for sustained delivery across multiple systems.
We'd outgrown two CRMs in three years. NextGenTools built us one we'll never outgrow — it just bends to whatever the business needs next.
The routing engine paid for itself in the first month. We finally know exactly what every lead costs and where every retainer came from.
They talk compliance as fluently as they talk code. Our FCA audit prep went from three weeks of panic to an afternoon of exports.
Most platforms go from first call to production in six to twelve weeks depending on scope. You'll see working software in a staging environment from week two — we don't disappear for months and return with a reveal.
Either. Some clients need a bespoke platform built from scratch; others need their current system integrated, extended or gradually migrated away from. We'll recommend the cheapest path that actually solves the problem — sometimes that's not a full rebuild.
You do, outright. Source code, infrastructure and data all sit in accounts you control. If we part ways, you keep everything — including documentation good enough for another team to take over.
Compliance is designed in, not bolted on: UK data residency, retention policies enforced in code, full audit trails, role-based access and regulator-ready exports. We've built for SRA-regulated firms, FCA-authorised businesses and their introducer networks.
Builds are fixed-price and scoped up front, so there are no surprise invoices. As a rough guide, focused integrations start in the low five figures; full platform builds vary with complexity. You'll have a number before any work starts.
Yes — rescue work is a meaningful share of what we do. We'll audit what exists, stabilise the urgent risks, then either evolve it or plan an orderly migration. No judgement, no drama.
Tell us what's broken about your current stack. We'll come back with an architecture, a timeline and a fixed price — usually within a day.