Everything you need in one workspace
Automate data collection and reuse content across packs
Collaborate seamlessly with your compliance team
Standardise templates and workflows across all matters
Complete, auditable CDD packs with full evidence details
Everything your compliance team needs to create structured CDD packs faster, collaborate more effectively and produce consistent, professional outputs.
Designed to streamline your due diligence
Powerful Features
Companies House Integration
Search UK companies directly through Companies House and automatically populate key company information in seconds.
Document Management
Upload, organise and securely store supporting documents, linking evidence directly to the relevant CDD sections.
Reusable Templates
Create firm-specific templates and reuse sections, documents and write-ups across multiple CDD packs.
Professional Reports
Export polished, consistently formatted CDD reports suitable for internal review, clients and regulatory audits.
WHY CDD WORKSPACE
Built around the way compliance teams actually work
01
Standardise every CDD pack
Create structured, consistent due diligence packs using firm-wide templates and predefined sections.
02
Eliminate repetitive work
Reuse completed sections, ownership write-ups and supporting documents across multiple matters.
03
Collaborate across your firm
Give your compliance team shared visibility of CDD packs, documents and outstanding work in one place.
04
Produce professional outputs
Export clean, consistently formatted CDD reports suitable for clients, auditors and regulatory reviews.
