01Reconstruction

Memory is not a record.

You are expected to account for how a client relationship began and what was said. CX3 gives you a dated note, written by the person who was there, and sealed so any later change shows.

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Download a sample minute (PDF)

A black brushed stainless steel CX3 card, angled, showing a name, a job title and an NFC symbol.

02Anatomy of a record

What is on the page.

1Who was met, and their firm.
2Who met them.
3Where.
4Who approached whom.
5What was discussed, in the colleague’s own words.
6The consent wording shown to the visitor, verbatim.
7Chain position and the hash of the record before it.
8This record’s SHA-256 hash and seal date.

Records are append-only. Each prints as a standalone minute carrying its chain position and hash.

Attendance note - SRA Code of Conduct, MLR 2017

1Who was met: Priya Nair, Harlow Freight Ltd
2Who met them: James Okafor, Partner, Corporate
3Where: Fenwick & Holt, London
When: 3 September 2026, 15:20 BST
4Who approached whom: Harlow Freight Ltd approached Fenwick & Holt
Identified by: Card tap

5What was discussed

Freight and logistics dispute - contested demurrage claim, counterparty in Rotterdam. She approached us. Sending the charterparty and the correspondence over. Scoping an early view. No advice given.

6Consent wording shown

By submitting, you agree that your name, phone and email will be shared directly with the person whose card you tapped, for the purpose of following up with you. We also record an approximate location (city and country, derived from your IP address) at the time of submission. Your details are not shared with anyone else, and are automatically deleted after 24 months. You can request deletion sooner at cx3.uk/privacy/delete-my-data.

7Chain position: 1,284
Previous hash: e41fbbb510…bbb0af6384
8This record: 5a08f0c7b2…9f7571ea66
Sealed: 10 September 2026

Sealed - verifies

1Who was met, and their firm.
2Who met them.
3Where.
4Who approached whom.
5What was discussed, in the colleague’s own words.
6The consent wording shown to the visitor, verbatim.
7Chain position and the hash of the record before it.
8This record’s SHA-256 hash and seal date.

03The seal

Change one record. Every record after it stops verifying.

Each sealed record is hashed with SHA-256, and each hash includes the hash of the record before it. Edit a word in one record and its hash changes, so the next record no longer matches, and nor does anything after it.

As sealed

Record 1,281
Introduced at a trade dinner. Asked whether we take fixed-fee work. Nothing discussed about a live matter.
Previous
9e62c5…06aba8
This record
056aab…148418
Sealed - verifies
Record 1,282
Asked what we charge for a first view on a contract dispute. Sending the contract over. No advice given.
Previous
056aab…148418
This record
7da501…167368
Sealed - verifies
Record 1,283
Wanted to know whether we act for shipowners as well as charterers. Introduced by an existing client.
Previous
7da501…167368
This record
e41fbb…af6384
Sealed - verifies
Record 1,284
Freight and logistics dispute - contested demurrage claim, counterparty in Rotterdam. She approached us. Sending the charterparty and the correspondence over. Scoping an early view. No advice given.
Previous
e41fbb…af6384
This record
5a08f0…71ea66
Sealed - verifies
Record 1,285
Follow-up on the demurrage claim. Engagement letter sent. Instructions not yet confirmed.
Previous
5a08f0…71ea66
This record
6446f9…ffd682
Sealed - verifies

After one word is changed in record 1,282

Record 1,281
Introduced at a trade dinner. Asked whether we take fixed-fee work. Nothing discussed about a live matter.
Previous
9e62c5…06aba8
This record
056aab…148418
Sealed - verifies
Record 1,282
Asked what we charge for a first view on a contract dispute. Sending the contract over. Advice given.
Previous
056aab…148418
This record
210b27…d67369
Does not verify
Record 1,283
Wanted to know whether we act for shipowners as well as charterers. Introduced by an existing client.
Previous
210b27…d67369
This record
9d3d19…5e3387
Does not verify
Record 1,284
Freight and logistics dispute - contested demurrage claim, counterparty in Rotterdam. She approached us. Sending the charterparty and the correspondence over. Scoping an early view. No advice given.
Previous
9d3d19…5e3387
This record
9c4090…6c4645
Does not verify
Record 1,285
Follow-up on the demurrage claim. Engagement letter sent. Instructions not yet confirmed.
Previous
9c4090…6c4645
This record
f960fc…ecefad
Does not verify

These hashes are computed in your browser with SHA-256 on sample records. It demonstrates the principle. It is not connected to any CX3 database.

SHA-256

Hash on every sealed record.

7 days

From conversation to seal.

Day 6

When the reminder goes out.

0 apps

To install, on either side.

04Your regulator’s language

Labelled for your regime. Judged by you.

CX3 ships with compliance profiles. For an FCA-authorised firm, records are labelled with reference to SYSC 10A.1.16R. For a law firm, they are attendance notes, kept to evidence advice given under the SRA Code of Conduct, with the source of introduction recorded for MLR 2017. It is the same record underneath. Whether it satisfies your firm’s obligations is your firm’s judgement, not our claim.

Compliance profile

FCA firmLaw firmGeneral

Meeting record - SYSC 10A.1.16R

Made under SYSC 10A.1.16R. Retained under SYSC 10A.1.14R.

Attendance note - SRA Code of Conduct, MLR 2017

Kept to evidence advice given, per the SRA Code of Conduct. Source of introduction is recorded for client due diligence under MLR 2017.

Meeting record

No citation. By design.

05Conflicts

Have we met them before? Search everyone.

Conflicts search runs across every contact your firm has ever captured, by name, email or company domain. It covers the people your colleagues met, not only the ones who became clients.

Conflicts check

harlowfreight.example

Priya NairOperations Director, Harlow Freight LtdMet 3 September 2026 by James Okafor
Tom AshworthFinance Director, Harlow Freight LtdMet 11 March 2026 by Ruth Castellan
Megan OllerenshawHead of Claims, Harlow Freight LtdMet 2 October 2025 by Ruth Castellan

06The dashboard

Every conversation, and whether it was written up.

Home leads with the number you will be asked for: how many records were written up before they sealed, and how many sealed empty. A record about to seal with nothing in it is listed under Needs you while there is still time.

Each record shows who wrote it up, whether the visitor identified themselves by tap, and its position in the chain. Sealed records are exported as evidence in one click.

Fenwick & Holt

Fenwick & Holt · Home

Two things need you. Cards are busy this month.

TodayNeeds you2 open

Record with Oliver Marsh seals in 20 hoursNothing is written in it yet. James Okafor can reply to the email about it; once sealed it cannot change.Open record
1 deletion request to decideSomeone asked for their details to be deleted, and a record names them.Decide

Last 30 daysCompared with the 30 before

48Card views+9 on the 30 days before

9Contacts shared+2 on the 30 days before

18.8^%Views that became a contact+0.9 pts on the 30 days before

91^%Written up before sealing10 of 11 records · 1 sealed empty

Views and contacts by day

Last 30 daysBy personviews · contacts

01James Okafor18 views · 4Written up
02Priya Osei12 views · 2Written up
03James Whitfield10 views · 2Written up
04Ama Boateng8 views · 1Sealed empty

07Retention and erasure

Kept for as long as you decide. Gone when it has to be.

Retention is set per firm and enforced every night. Erasure reaches every copy, including meeting records, without breaking the chain for anyone else.

Read the full specification

Retention	Set per firm, separately for contacts and for meeting records. Enforced every night.
Erasure	Reaches every copy, including meeting records. One person’s erasure does not break the chain for everyone else.
Consent	The wording shown is stored verbatim with each contact and travels with the record to your CRM.

08Corrections and audit

Corrections, not edits.

A sealed record is never edited. What changes is added to the chain beside it, and every admin action is written down somewhere else.

Corrections	An addendum linked to the sealed record, and sealed in turn. The original and its hash are untouched.
Voids	A record can be voided with a reason before it seals, never after.
Audit log	Every admin action, who took it and when, kept separately from the chain.
Deletion requests	A visitor’s request reaches your admin with two choices, redact or keep, because retention rules are your firm’s to apply.
Sign-in	Two-factor for every admin, required after a 14-day grace period from their first sign-in.
Evidence export	Carries every field needed to recompute each record’s hash.

09The trust strip

Proof you are who the card says.

Clone-firm fraud, where criminals pose as a genuine authorised firm, took more than £78m from UK consumers in 2020, according to Action Fraud figures published by the FCA.[1]

Every CX3 card can carry the registrations that prove who you are: FCA or SRA where you’re regulated, Companies House, ICO, certifications. Each one is checked against the register by CX3 before it appears on a card.

Read the full specification

James OkaforPartner, Corporate · Fenwick & Holt

Fenwick & Holt LLP is regulated by the Solicitors Regulation Authority. SRA No. 000000 Check this number on the SRA register

10What we don’t claim

We make the record. You make the judgement.

CX3 does not make a firm compliant, and no software can. We build records designed to hold up as evidence: dated, attributed, sealed and chained. Whether those records satisfy your firm’s obligations is your firm’s judgement, not our claim. CX3 Digital Ltd is registered with the ICO. It is not regulated by the FCA or the SRA.

11For your BD team

The reason this one will actually get used.

Most record-keeping fails at the keyboard. CX3 asks your colleagues for one thing: reply to an email. They do it because it fills their pipeline, and you get the record as a consequence.

They will read

The conversations nobody types in.

Read the business development page Email this page

12Demo

See it on your own cards.

Half an hour. Bring your head of BD and your compliance lead to the same call if you can. It is the same product for both.