ClearPath AI

ClearPath AI is the client app for professional firms that run on ClearPathOS. When your solicitor, conveyancer, mortgage adviser or estate agent invites you, this is where you complete the checks and paperwork your firm needs, follow your matter and stay in touch, all from your phone. INVITATION ONLY ClearPath AI is for clients of firms that use ClearPathOS. Your firm invites you, and you sign in with the email address it holds for you. There is no password: the app emails you a 6-digit code each time you sign in. WHAT YOU CAN DO Verify your identity Photograph your passport, driving licence or national identity card and take a selfie. The check is automated and the result goes to your firm. If it does not pass, retake it in the app or ask your firm for a person to review it. Confirm your address Search the official UK address register, add a previous address if asked, and upload proof of address. Evidence your source of funds and wealth Answer your firm's questions about where the money for your transaction comes from and attach bank statements, payslips or other evidence. Complete a mortgage fact-find If a mortgage adviser is acting for you, share your circumstances in the app and record your consent to a recommendation. Documents and e-signing See the documents your firm has shared, upload replacements, and sign electronically by typing your legal name and confirming with your fingerprint, face or passcode. Each signature is recorded with the document, the time and the name you signed with. Quotes and payments Accept a quote and acknowledge payment requests from your firm. The app never asks for card or bank account details. ClearPath is not a payment provider and never moves money. Messages Message your firm about each matter in its own thread, and see what was said and when. Activity Every action that carries legal or compliance weight is written to a tamper-evident record you can review in the app. Digital ID Your completed verification becomes a reusable Digital ID. When another firm needs to verify you, you can let it rely on the check you have already passed instead of repeating it. You can see every firm that has relied on your verification and withdraw a grant at any time. PRIVACY AND SECURITY • No analytics, no advertising and no tracking across other apps or websites. • The app does not collect device identifiers, your location, your contacts or your photo library. Only the photos and files you take or choose leave your phone. • Fingerprint, face and passcode checks run on your device. The app learns only whether they succeeded. • Your session is kept in your device's secure storage, and the app locks again after it has been in the background. • Temporary copies of your photos are deleted once an upload has been answered, and again when you sign out. • Screenshots and screen recording are blocked where your device supports it. • Your data is held in the United Kingdom. For the checks, documents and messages on a matter, your firm is the data controller and ClearPath processes them on its instructions. Full privacy policy: https://clearpathos.ai/privacy YOUR ACCOUNT To close your account, visit https://app.clearpathos.ai/delete-account, email [email protected] from the address you sign in with, or ask your firm. Records your firm must keep under anti-money-laundering law stay with your firm for the statutory period. WHO IT IS FOR ClearPath AI is for adults who have been invited by a regulated firm. If you are a solicitor, conveyancer, mortgage adviser or estate agent and want to offer it to your clients, visit clearpathos.ai. ClearPath AI Ltd is registered in England and Wales, company number 17411433, and is registered with the Information Commissioner's Office.