Solicitors, financial advisors and super funds don't need another CRM. They need a purpose-built workflow that keeps every client's binding nomination valid, generates the fund's own renewal form in bulk, and produces the audit trail a PI insurer will actually accept.
What you get
Every client's BDBN across every fund, with days-to-expiry, validity flags and one-click renewal packs. No more chasing spreadsheets or fund portals.
Pre-filled renewal forms for the 30+ largest Australian funds, mail-merged for entire client cohorts. Print, sign, witness, post — done.
Your firm becomes an approved event-unlock verifier — a formal role in your clients' nominated-contact chain, with cryptographic sign-off and full audit trail.
Every check, notification, renewal generated, and unlock request is immutably logged. Export as evidence in seconds.
Partners, senior lawyers, paralegals and reviewers each get the right scope. Reviewer sign-off before anything leaves the firm.
Enterprise deployments can white-label the member journey so it looks like your fund — while STEADCALM carries the specialist workflow underneath.
Pricing
Solo
per seat / month
1 practitioner
Talk to usFirm
per seat / month
3 – 25 practitioners
Talk to usEnterprise
annual agreement
26+ practitioners, super funds, EAPs
Contact enterpriseAnnual billing available with a discount. Charities, community legal centres and rural sole practitioners: ask about our subsidised access.
The verified-verifier role
STEADCALM's nominated contacts system deliberately keeps ID document uploads and identity proofing out of a family member's hands. That verification role sits with vetted professionals — your firm.
When a client dies or is incapacitated, the release request is routed to your firm's verified reviewers. You sight the death certificate, medical incapacity confirmation or court order once, sign off cryptographically, and the pre-agreed release runs automatically. Every step is logged.
How nominated contacts work30-minute walkthrough with a real human. Bring one client cohort. Leave with a renewal-ready pack and an honest read on the workflow.
