Swan.Associates
MATTER MANAGEMENT PORTAL

Your practice,
organised.

End-to-end client onboarding, matter management and document organisation — built for the way your firm works.

Client register with KYC tracking
Automatic SharePoint folder creation
Conflict check emails
Live matter register and dashboard
Configurable folder templates
Swan Associates  ·  Internal use only  ·  © 2026

Welcome back

Sign in with your Swan Associates Microsoft 365 account.

First time? You may be asked to approve permissions for Swan Associates to access SharePoint and send emails on your behalf. This is a one-time step.
Redirecting to Microsoft…