⚠ Demo prototype — client data is fictional. KYC checks are simulated and not connected to any real system. Not for production use.

SJP Client Finder · Pre-Meeting KYC

1 Find client

2 Verify identity

3 Review & flags

4 Meeting ready

James Hargreaves
Partner · Bristol

Find a client

Search by name, National Insurance number, policy number or date of birth

Recent meetings

🔐 Identity verification

Complete all verification steps before proceeding to the client review. Steps marked with ⚠ require additional attention.

📋 Client summary & pre-meeting flags

✅

Meeting ready

Client verified and pre-meeting checks complete. You can now open the report builder pre-populated with this client's data, or proceed to a blank review.