Secure
Clients manage their wills securely online. Their data, and their communication with you, is encrypted.
Client retention
Provide your clients with a digital platform for all their legal affairs and strengthen your relationship with them.
Growth
Set yourself apart from your competition and run campaigns that connect clients directly to your company.
Features
Client Management
Set yourself apart from your competition and retain clients with a digital platform for all their legal affairs.
Smart Will
Clients’ manage their wills securely online. Data is encrypted
Probate
Retain customers by providing better service. Grow customer base
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Select your plan
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Starter
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Premium
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Enterprise
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|---|---|---|---|
| Business Interface | |||
| Secure Messaging with Clients | |||
| Custom Registration Page | |||
| MFA via SMS | |||
| Secondary email | |||
| White Labelling | |||
| Prioritised Support | |||
| Multiple Departments | |||
| Client Features | |||
| Funeral Wishes | |||
| Will Repository | |||
| Create my will | |||
| Print my will | |||
| Prepare my probate | |||
| Digital Vault(s) | 1 | 20 | 20 |
| Personal Folder(s) | 5 | 5 | |
| Alerts by SMS | |||
| Shared Folder(s) | 5 | 5 | |
| Secondary email | |||
| MFA via SMS |
Get started today!
Register