Contacts and addresses
At every step.
Hotel feature
Client record for law and fiduciary offices, built for Saudi Arabia
In Saudi Arabia, quotes and invoices are in riyals with 15% VAT shown clearly, so this is planned that way from the start. Contacts, files, notes and bills gather on the client record. The conflict check starts from this record too.
- English and the community languages your customers speak
- SAR, VAT and local levies
- Data protection under PDPL
Seeing the client on one card
For company and individual clients, related contacts, representatives and affiliated companies are recorded; all files and bills open from the record. The record also feeds the conflict search before a new mandate.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Saudi specifics
Client data is processed with Saudi Arabia data protection rules in mind; access is role-based and changes are logged.
Frequently asked questions
Does a client appear across several files?
Yes; one record, many files: all files are listed from the record.
Related topics
Case files
Case files for law and fiduciary offices in Saudi Arabia: file number and owner and deputy. SAR quote with 15% VAT, Arabic and English.
Learn moreConflict check
Conflict check for law and fiduciary offices in Saudi Arabia: party search and related-person match. SAR quote with 15% VAT, Arabic and English.
Learn moreClient portal
Client portal for law and fiduciary offices in Saudi Arabia: file status and document upload. SAR quote with 15% VAT, Arabic and English.
Learn more