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The product

One platform for your whole client book. Modular, like an office suite.

The Core Platform switches on the day you import your book. Add modules as the firm grows: Compliance, Client Portal, CRM & Advisory, Company Formation, Accounting, and Analytics & Reporting. Data goes in once and flows everywhere. Here is a working day.

Trade licenceEstablishment cardEntry permitMedicalEmirates IDVisa stampingMOHREWPSEjariVATCorporate taxESRUBO 15-day rulegoAMLMLRO reviewEmiratisationE-invoicing
08:30Core PlatformAlways on

Your registry, calendar, vault and dashboard.

The day starts on the firm dashboard. Everything due, overdue and at-risk, and who is carrying the load.

  • Client registry: entities, people, roles and UBO links in one graph.
  • Renewals calendar with per-authority lead times, so reminders fire early enough to act.
  • Assignment and escalation: every obligation has an owner and a path when it slips.
  • Document vault with expiry tracking on every licence, passport and card.
  • Firm dashboard: due, overdue, at-risk and workload by teammate.
firm_dashboardTue 22 Jul
128Due this week
3Overdue
17At risk
Meridian Trading FZETrade licence
Qamar Holdings LLCUBO 15-day
Cedar Gulf DMCCCorp tax
Workload by teammate
10:15Compliance (KYC & AML)Module

The evidence assembles itself.

Your firm is a DNFBP. Onboarding a new client captures the KYC and UBO, screens it, rates the risk, and sets the re-screening clock.

  • KYC and UBO capture on every entity and beneficial owner.
  • Sanctions and PEP screening, logged with a timestamp and a result.
  • Risk ratings that set the re-screening cadence: high risk monthly, low risk annually.
  • goAML-aligned record keeping and a full audit trail on who did what, when.
screening_logQamar Holdings LLC
Risk ratingHigh
Re-screenMonthly
SanctionsClear
PEPMatch: review
Audit trail

22 Jul 10:14 S. Nair ran screening

22 Jul 10:15 Match flagged for MLRO

22 Jul 11:02 MLRO cleared, note added

13:40Client PortalModule

The chase calls stop.

A firm-branded status page your clients can open themselves. Their documents and deadlines, visible, so "where is my licence?" stops being a phone call.

  • Firm-branded status page per client.
  • Documents and upcoming deadlines visible to the client.
  • Chase calls eliminated: the answer is already on the screen.
Al Wasl Corporate Servicesclient view
Trade licenceValid to 14 Mar 2027
Establishment cardRenews in 22 days
Manager visaStamping in progress
licence_2026.pdfdownload
The rest of the suite

Switch these on as the firm grows.

Add-on

CRM & Advisory

Compare free zones and the mainland by activity, visa count and budget, then quote a client in minutes instead of a day of portal-hopping.

  • Zone comparison by activity and cost
  • Visa and budget modelling
  • Quote generation
Add-on

Company Formation

Authority-aware checklists and generated document packs for the zones your firm actually uses. A guided workflow and document generation, so nothing in a formation gets missed.

  • Per-zone checklists
  • Document generation
  • Handover-ready packs

GrayFour guides the steps and generates documents. It never submits to authorities on your behalf; portal and physical steps stay with your team.

Add-on

Accounting

VAT invoicing, recurring renewal billing and fronted government fees tracked to the dirham, so money out and money in reconcile against every entity.

  • VAT invoicing
  • Recurring renewal billing
  • Fronted fees tracked to the dirham
Add-on

Analytics & Reporting

SLA boards and multi-branch reporting, so a firm running several offices sees workload, throughput and risk in one view.

  • SLA boards
  • Multi-branch reporting
  • Workload by team
Cross-cutting

WhatsApp both ways. Reminders out, documents in.

A reminder goes to the client on WhatsApp. The client replies with a photo of the renewed passport. GrayFour reads the new expiry, updates the vault, and closes the task. Everything audited. Data in once, flows everywhere.

  • Reminders sent where clients actually read them.
  • Inbound documents captured, dated and filed automatically.
  • Every message and change written to the audit trail.
On the roadmapPlanned, not yet shipped
  • soonCompliance health score
  • soonBank-account application tracker
  • soonAgent commission tracking
  • soonWhite-label client portal
  • soonArabic client surface
Design-partner cohort: now onboarding

See it run on your own client book.

Book a 30-minute walkthrough. We will map your renewals onto GrayFour live, on your own obligations, no slide deck.

Book a 30-minute walkthrough Join the founding cohort