Seamless client migration to digital will platform

No. You maintain the same professional relationship and liability coverage. The platform is simply a tool for document storage and client communication. All legal advice and document drafting remains under your professional supervision and insurance.

Clients we have spoken to appreciate 24/7 access to their documents, easy sharing with family members, and the ability to request updates online.

You can continue using your proven templates. Our platform supports custom clauses and firm-specific language. We can import your existing templates or you can use our professionally drafted alternatives. Many firms use a hybrid approach.

All data is encrypted in transit and at rest. The migration process includes encrypted file uploads, secure API connections, audit trails for all access, and robust security standards.

No. You control what clients can do. Options include view-only access, minor updates with approval, or full editing with review. All changes generate notifications and nothing becomes legally binding without your sign-off.

No. Migrating your clients does not commit you to our drafting tools. Using your own drafting software explains how a client authorises you to read their matter, and how the finished will comes back to their record afterwards.

The CSV carries the client record and their will details: indexed columns such as executor_1_first_name and beneficiary_2_full_name carry as many executors, beneficiaries, guardians and gifts as each row lists. The will documents themselves do not travel on that lane; they go through the per-client import wizard, which reads PDFs, Word files and scans, and you work through your book in batches. Identity documents are not part of an import at all. Moving your practice walks through the whole switch, including the notice to send your clients.

You own all client data and you can request a practice-wide export of your client records whenever you want, from Data export in your professional settings. One bundle carries a clients CSV, each client's structured will data and the documents we are able to release, your engagement letters, your organisation's audit history, and a manifest naming everything left out and the reason for it. The bundle stays available for seven days and asks you to confirm your identity before it downloads. Leaving a firm or retiring covers a single practitioner's own records. There is no lock-in period and no exit penalty, and we support you through a transition.

Your subscription plan decides what you get, not your professional type. The professional pricing page sets out what each plan includes, and there is a free tier to start on.