Legal, tax and financial advice under one secure roof

The problem

HVK Stevens solves complex legal, tax and financial problems by putting multidisciplinary teams on them. The specialists in those three domains, however, worked in highly specialised and often divergent ways, which pulls against the single coordinated answer a client is paying for.

The firm handles confidential client wealth and corporate data, so any shared environment had to satisfy multi-layered security and regulatory compliance, GDPR and financial regulation included.

It also had to hold up across four international offices in Amsterdam, Rotterdam, Luxembourg and Curaçao, staying fast and reliable in all of them.

What we built

dev-UP architected and engineered HVK Stevens' digital ecosystem as a whole, rather than a set of separate tools.

Clients get a secure, encrypted portal to work with their advisors: exchanging sensitive documents, tracking how an engagement is progressing, with full auditability behind it.

Multidisciplinary case management lets legal, tax and financial experts collaborate on one complex mandate, with every action, message and document unified under one digital roof instead of split by department.

An internal knowledge base with AI-driven indexing gives advisors rapid access to expert analysis, precedents and regulatory intelligence, which is what speeds the advisory work itself up.

The result

• Legal, tax and financial services run from one digital hub, so clients get coordinated advice instead of siloed teams
• Clients access documents, track progress and collaborate with their advisors behind enterprise-grade security
• Real-time insight across the Amsterdam, Rotterdam, Luxembourg and Curaçao offices
• Confidential client and corporate data is handled inside a compliant, fully auditable environment

Related case

Client files that file themselves, in Teams and AFAS at once