Automated compliance reporting dashboard
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Law Quarter
Law QuarterProfessional ServicesSME

Automated Compliance Reporting System

Replacing manual reconciliation with intelligent automation for regulation-ready monthly reports

Key Outcomes

01

Regulatory confidence

Automated data reconciliation between bank accounts and legal systems eliminated human error from compliance reporting entirely.

02

Multi-year reliability

The system has been successfully used in live operations for multiple years, delivering consistent, regulation-ready reports every month.

03

Human-in-the-loop design

Automation handles all data gathering and compilation, requiring only a final confirmation from Law Quarter to verify figures.

The Challenge

High-stakes manual reconciliation

Law Quarter manages regulated funds and is required to produce rigorous monthly compliance reports.

Previously, this process involved manually cross-referencing data from multiple bank accounts with Cleo, their legal SAS system — a time-consuming and error-prone task.

The reporting process consumed valuable legal and administrative resources, with strict regulatory requirements leaving no margin for error.

Monthly manual reconciliation consumed significant hours with constant risk of compliance errors.

Our Approach

Multi-system integration with automated reporting

The Kipanga Compliance Automation Protocol

Kipanga designed a fully automated compliance reporting system that seamlessly integrated financial data sources with Law Quarter's legal systems.

The goal was to maintain absolute compliance while dramatically reducing effort and operational risk.

make.com workflows orchestrate data collection from bank accounts and Cleo, centralize it in Airtable, generate reports, and store them securely in Dropbox.

Phase 01

Data Integration

Automated data collection from bank accounts and Cleo legal system

Phase 02

Data Structuring

Centralized compliance data in Airtable for processing

Phase 03

Report Generation

Automated monthly compliance report compilation

Phase 04

Secure Storage

Completed reports stored automatically in Dropbox with audit trail

The Solution

End-to-end compliance automation

A fully automated system that handles the entire compliance reporting lifecycle — from data collection through to report generation and secure storage.

Zero manual data re-entry is required during report preparation. The system produces repeatable, auditable reports aligned with fund management regulations.

Law Quarter staff simply confirm that final figures align with bank balances before reports are submitted.

Automated bank account data collection
Cleo legal system integration
Airtable-based data structuring
Automated monthly report generation
Secure Dropbox storage with audit trail
Human-in-the-loop final verification

Results

Measurable Business Impact

Fully automated
0
Manual Data Entry
Error-free reports
100%
Compliance Rate
Proven reliability
3+ yrs
In Production
Monthly automation
12
Reports/Year

Technology

Built With

Backend

JavaScript
JavaScript

Database

Airtable
Airtable

Infrastructure

Make
Make
Dropbox
Dropbox

"A professional service run by good people. If you are looking to automate complex businesses processes, then get in touch. I highly recommend this business."

Connor James

Connor James

Principal, Law Quarter

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