Advisory workflow infrastructure

Structured triage for workers, renters, and the people who advise them.

Shield Platform turns a worker's situation into a structured, legally-referenced case — before they ever reach a solicitor or advice line. HOW ASSESSED methodology. Six modules. One engine.

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Pre-launch — live end of May 2026 shieldengine.uk England & Wales

The problem

Advisory intake is broken.

Workers present with real legal issues. Advisers have limited time. Intake is unstructured, inconsistent, and non-auditable. A worker who understands their situation before they call gets a better outcome. An adviser who receives a structured case acts faster and more accurately.

5 advisory domains — employment rights, housing, welfare, debt, and council tax — each with no consistent structured intake infrastructure
0 existing tools that disclose their methodology — most tools produce outputs without explaining the legal standard applied or the reasoning behind the conclusion
1.3m UNISON members alone — workers facing employment, housing, welfare, and debt issues simultaneously, handled by separate fragmented systems
HOW ASSESSED the principle at the heart of Shield Platform — every finding discloses the legal standard applied, the calculation performed, and the recommended next step

The platform

Six modules. One coherent ecosystem.

Each module handles structured intake for a specific advisory domain. All feed into Shield Engine. All produce explainable, legally-referenced outputs.

01
Shift Shield
Employment rights

National Minimum Wage, Working Time Regulations, holiday pay methodology, shift pattern analysis, and rest break compliance. Legal citations including Harpur Trust v Brazel [2022] UKSC 21.

Fully verified
02
Renter Shield
Housing & tenancy

Tenancy deposit protection compliance, landlord obligation indicators, exposure estimation, and escalation-aware structured housing triage.

Operationally complete
03
Benefits Shield
Welfare & benefits

Eligibility-oriented intake across UC, PIP, Carer's Allowance, and LHA. Structured welfare guidance pathways with escalation-aware outputs.

Operationally complete
04
Debt Shield
Debt support

Repayment risk indicators, debt vulnerability workflow, and adviser-oriented escalation outputs. Structured triage before adviser intervention.

Operationally complete
05
Council Tax Shield
Council tax

Band assessment, valuation discrepancy indicators, and appeal-support pathways. Uses publicly available valuation data — no paid data licensing required.

Built — audit pending
06
Shield Engine
Unified adviser dashboard

Cross-module case aggregation, adviser workflows, status progression, immutable audit logging, and PDF case intelligence report generation.

Operational

Methodology

Every finding shows its working.

Most advisory tools produce outputs without disclosing methodology. Shield Platform shows exactly what was checked, what legal standard was applied, and what the worker should do next. We call it HOW ASSESSED. It is the operational equivalent of showing your working.

This matters in institutional environments where outputs must be auditable, reproducible, and defensible.

~ Holiday Pay Method Worth Checking
How assessed

Legal basis: Working Time Regulations 1998, Reg.16; Harpur Trust v Brazel [2022]. Holiday pay must reflect average earnings over the 52-week reference period for workers with variable hours.

→ Ask payroll to confirm the holiday pay calculation method used.
! Rest Break Pattern Identified
How assessed

Legal basis: WTR 1998, Reg.12. Any worker on shifts over 6 hours is entitled to an uninterrupted 20-minute rest break. This is a day 1 right and cannot be waived by agreement.

→ Raise rest break arrangements with your line manager in writing.
+ Pay Rate — Within Legal Range
How assessed

NMW check passed. Legal standard: National Minimum Wage Act 1998 (April 2026 rates). Effective hourly rate is above the applicable minimum of £12.21/hr.

→ No action required. Keep payslips on file.

See it in action

From worker submission to adviser dashboard.

A worker runs through Shift Shield — employment rights assessment, HOW ASSESSED findings, legal citations. The case lands in Shield Engine. The adviser opens the drawer. No commentary needed.


Shield Engine

One dashboard. All five domains.

Shield Engine aggregates cases from all public-facing modules into a single adviser-facing operational environment. Case management, workflow progression, audit history, and PDF case intelligence reports — built for the advisory sector, not adapted from something else.

Case intelligence drawers

Every case opens a full intelligence drawer showing findings, HOW ASSESSED methodology, legal citations, exposure estimates, and adviser notes.

Workflow progression

New → In Review → Pending → Resolved → Closed. Every status change logged to the immutable audit trail with timestamp and actor identity.

PDF case intelligence reports

Structured reports with Report ID, severity-coded findings, HOW ASSESSED methodology, legal basis, adviser notes, and generation timestamp.

Immutable audit logging

Every action — creation, status change, assignment, note, view — written to a write-once audit trail. Queryable, timestamped, actor-identified.

Cross-module aggregation

A household with employment, housing, and welfare issues simultaneously — all cases in one operational view, domain context preserved in each drawer.

Governance-aware design

Built for funded advisory organisations that must demonstrate consistent, documented, defensible processes. Not adapted from a generic CRM.


Platform in detail

Every module. One engine.

Five public-facing tools. One operational dashboard. From worker intake to PDF case intelligence report.

Shift Shield — Employment rights
Shift Shield Employment rights
Renter Shield — Housing & tenancy
Renter Shield Housing & tenancy
Debt Shield — Debt support
Debt Shield Debt support
Benefits Shield — Welfare & benefits
Benefits Shield Welfare & benefits
Council Tax Shield — Council tax
Council Tax Shield Council tax
Shield Engine — Platform overview
Shield Engine Platform overview
Shield Engine — Case intelligence drawer
Shield Engine Case intelligence drawer
Shield Engine — PDF report — page 1
Shield Engine PDF report — page 1
Shield Engine — PDF report — HOW ASSESSED
Shield Engine PDF report — HOW ASSESSED

Architecture

How it fits together.

Five public-facing modules feed into one operational dashboard. Every submission is structured, logged, and adviser-ready from the moment it arrives.

SHIFT SHIELD Employment rights RENTER SHIELD Housing & tenancy BENEFITS SHIELD Welfare & benefits DEBT SHIELD Debt support LOG-CASE.JS Validation · Sanitisation Rate limiting · Schema check SUPABASE Cases table · Audit log Row Level Security Immutable logging Flags JSONB · Findings SHIELD ENGINE Case management Adviser workflows Status progression Audit trail PDF case intelligence Exposure analytics PUBLIC INTAKE Netlify serverless Postgres + RLS PDF CASE REPORT Case intelligence export

Positioning

What this is. What it is not.

What it is
Advisory workflow infrastructure

Structured intake, explainable assessment, governance-aware outputs. Operational middleware for the advisory sector.

What it is not
Legal advice

Shield Platform does not give legal advice, represent clients, or make legal determinations. It produces advisory intelligence for human review.

Built for
Institutional deployment

Law clinics, union advice services, housing charities, Citizens Advice bureaux, welfare rights organisations, and legal tech platforms.


Row Level Security
Immutable Audit Logging
Explainable Findings
Methodology Disclosure
PDF Case Intelligence
Server-side Credentials
Input Sanitisation
Rate Limiting

Current status

Pre-launch. Deployment-ready.

Five modules operationally complete. Shift Shield fully verified against 2026 statutory rates and case law. Specialist review ongoing across remaining domains. ICO registration in progress — required before public launch. Controlled deployment begins immediately after registration completes, end of May 2026.

Shift Shield
Ready
Renter Shield
Ready
Benefits Shield
Ready
Debt Shield
Ready
Shield Engine
Ready
ICO Registration
End of May
Council Tax Shield
Audit pending

Built for the right partner.

Open to strategic conversations with organisations operating in advisory infrastructure, legal technology, union member services, and public-interest workflow systems.

Get in touch