Scale your firm’s will practice with AI

Connect Xero, Gmail or Outlook mail to your practice from its settings. We do not offer direct integrations with practice management systems such as Clio, MyCase or PracticePanther; for those, our REST API and webhooks let you connect your own systems, or you can use the platform standalone with import and export.

Yes. Upload your existing templates and we convert them to smart documents. You maintain full control over content while gaining guided assembly. Mix your firm’s precedents with our standard templates.

Built for teams from day one. Set up users with role-based permissions: partners, associates, paralegals and support staff. Send approval is off until you switch it on; once on, will drafts and engagement letters are held until a partner or the sender’s supervisor approves them. Track individual performance and allocate work efficiently.

Professional indemnity cover stays with your firm: we provide the technology, not legal advice, and the platform does not provide insurance cover. For compliance, it keeps full audit trails, supports client identity checks and stores documents securely.

Yes. Each client has a structured estate profile they can update through a secure portal, and your fee earners can send targeted question packs to gather new information whenever you need it.

Clients update their details through the portal, and when a will is revisited, relevant intentions, such as an upcoming marriage or divorce, surface for your review so the will keeps pace with their circumstances.

We offer multiple plans starting with a free tier that includes basic tools for a single user seat. Paid plans unlock additional features, storage, and team seats. View pricing for full details.

Yes. The platform supports wills across multiple jurisdictions. If your client has a holiday home in France or family in Australia, you can handle their will on the same platform without referring them out.

For law firms and practices, the booking widget and booking page already carry your logo and brand colour. Branding the whole practice platform under your firm is on our roadmap. Get in touch to join the waiting list. Embedding will creation in your own product for your customers is a separate partner service, live today: see enterprise & API solutions.

The platform tells you exactly what each jurisdiction requires. Most require a witnessed physical signature, and that is what the platform asks for there; where a jurisdiction’s law permits a wholly electronic execution, the platform supports that instead. You manage the signing process with your client, and our signing guide covers the rules for 101 jurisdictions.

A single user can sign up and start straight away. How long full team onboarding takes depends on how many people, roles and templates you bring across. Help guides cover each step, and our support team answers questions through the contact form.

All data is encrypted in transit and at rest. The platform is designed to support UK GDPR obligations, and we maintain audit trails for client document interactions. Role-based access ensures team members see only the data relevant to their role.