Practice management

Holmes + StackGo

Run compliance from inside Holmes. Checks start from a record and the result lands back on the client.

Holmes publishes 4 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.

Practice management System of record Not connected yet

Also listed under Client onboarding

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What Holmes is

Processos e documentos em um único sistema. Mais fácil que BPM e mais poderoso que Kanban.

Description supplied by Holmes.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

EventWhat StackGo doesWhat comes back
A new client is createdSends the client a verification requestStatus on the client record
A job or matter moves to onboardingRuns identity, then AML screeningResult, risk rating, report link
Client details changeRe-screens and re-assesses riskUpdated status, alert if changed
The write-back

What StackGo puts back on the record

A Holmes connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

Everything else Holmes publishes

Holmes’s public integration surface

The rest of what Holmes exposes on Zapier, beyond the workflow. This is the raw material a connector would use.

4 events
  • Process Completed
  • Process Initiated
  • Task Completed
  • Task List
1 action
  • List Processes

Names are Holmes’s own, read from its public Zapier listing on 28 August 2026.

Holmes is made by holmesdoc.com.br. We are not affiliated with them.

Where this sits

Holmes is the record. StackGo runs the steps around it.

Every step writes back to Holmes, so the client record stays the source of truth.

Intake
Verify
Screen
Assess
Monitor
If you use Holmes, you probably also use
Clockit Intervals Serene Actitime Toggl Track Jibble

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