How it works

Four steps from sign-up to fully completed client fact-finds.

Create your account in minutes. Verify your email and you're ready.

Upload your logo, choose your brand colour, add your staff. Clients see your organisation, not ours.

Send a secure link. Clients complete detailed fact-finds at their own pace.

Accurate, structured client data — ready to view, export, and put to work.

Built for any regulated profession

Wherever a client fills in a form, factfind.net can help. A few examples of what's possible.

Solicitors collecting matter information — conveyancing, probate, divorce, litigation. Conditional questions adapt to each case type.

Agencies and HR teams collecting candidate background, work history, references — with repeatable sections for every prior employer.

Private clinics gathering patient history, allergies, medications — securely, before the appointment, with each detail in its own field.

Your use case not listed? Try it free — the platform is yours to shape.

No hidden fees. No surprise charges. No catch.

Use the full platform with no card, no time limit, and no usage caps. When you're ready to upgrade, you'll know — and we'll be here.

One simple price

£149 / month

Per organisation. Every feature included.

Upgrade from your dashboard whenever you're ready.