Defined compliance checklist
The required steps — ID verification, conflict check, sign-off — are set once and applied the same way every time.
Client compliance automation
Compliance Gate Automation.
Under deadline pressure, a compliance step gets skipped — and nobody notices until it's a problem, not a checkbox.
A required gate that won't let a matter move to active work until every step is actually done, not just assumed.
Get Started →How it works
What's included
Hard gate before active work
A matter cannot move to active status until every required step shows complete.
Visible status per matter
See exactly which step is outstanding on any file, instead of asking around.
Audit trail
A record of when each step was completed and by whom, for your own file and review purposes.
RUNS ON YOUR PLAN
Compliance Gate Automation
A required checklist and hard gate before any matter moves to active work.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
Defined compliance checklistHard gate before matters go activeVisible per-matter statusCompletion audit trail
Works with your existing intake processChecklist configured to your requirementsCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Built for real workflows
Why local service businesses choose Momentum.
Nothing skipped under pressure
Hard gate, not a suggestion
Clear audit trail
Who did what, when
Visible per matter
No asking around
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
A defined compliance checklist — ID verification, conflict check, engagement sign-off — with a hard gate that stops a matter from moving to active status until every step shows complete.