Legal Professionals Help

Joining, setting up your practice and working with clients, step by step.

Last reviewed 10 August 2026

Application Help

Everything you need to know about applying to join our professional network. Learn about offices, jurisdictions, and the application process.

Cross-Border Practice

How to set up your application when your office is in a different country than your jurisdiction.

Multiple Qualifications

Adding multiple professional types (e.g. Solicitor and Notary Public) in the same jurisdiction.

Individual vs Organisation

Understanding when to apply as an individual or as an organisation.

Office Types

The difference between Operational, Registered, and Both office types.

Contact Types

Understanding application contacts, office contacts, and contact persons.

Jurisdictions

What is a jurisdiction, how to find your regulatory body, and licence requirements.

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Client Management

Guides for adding and managing your clients on the platform.

Managing Clients

How to add clients, view their details, and create wills on their behalf.

Moving Your Practice

Switching from another system: what to export, how to import your client book, and how to tell your clients.

Scheduling & Booking

Set up online booking, automate communications, and sync your calendar.

Scheduling Overview

Overview of all scheduling and booking features available to you.

Booking Link Setup

Create and share a public booking link so clients can schedule online.

Workflow Automation

Set up automated email and SMS reminders before and after appointments.

Calendar Sync

Connect your external calendar for two-way synchronisation.

Custom Questions

Add custom questions to your booking form to gather client information.

Booking Page Branding

Add your logo and brand colour to your public booking page.

Embed Widget

Embed the booking widget on your website for seamless client scheduling.

Engagement & Consumer Protection

Engagement letters, compliance guidance, and consumer protection resources.

How Engagements Work

Where a matter comes from, what a signed engagement letter unlocks, and how fees are handled.

Engagement Letters

What engagement letters are, why they matter, and your cancellation rights.

Engagement Templates

Create, customise and manage the engagement letter templates you send to prospective clients.

IPW Code of Practice

What IPW membership means, consumer protections, and how it compares to SRA regulation.

Professional Indemnity Insurance

Why PII matters, minimum cover requirements, and how to check a professional’s status.

CMA Compliance

Meeting CMA transparency requirements for pricing, terms, and regulatory disclosure.

Drafting-Software Handover

Take a matter off the platform into your own drafting software, and bring the finished will back.

Using Your Accounting Software

Export your invoices and payments for Xero, QuickBooks, Zoho Books, Sage or FreeAgent, and connect your own Stripe account to your books.

Processing Cancellations

How to handle cancellations, refund obligations, and the platform cancellation workflow.

HMRC Tax Adviser Registration

Who has to register with HMRC to give tax advice, and how to record your registration on your profile.

Money Laundering Regulations Supervision

Who supervises a practice for anti-money-laundering purposes under the 2017 regulations, and who registers with HMRC.

IRS Preparer Tax Identification Number (PTIN)

The United States federal PTIN requirement for paid tax return preparers, and the categories the IRS publishes as not required to obtain one.

California Registered Tax Preparer (CTEC)

The California registration requirement for paid tax preparers, and the eight categories California statute publishes as exempt.

CRA EFILE Registration

The Income Tax Act duty on Canadian tax preparers to file electronically, and the exceptions the Act publishes.

Anti-Money Laundering Obligations in Malta

When an independent legal professional becomes a subject person under the PMLFTR, and the categories the FIAU publishes as falling outside relevant activity.

AML/CFT Reporting Entity Status in New Zealand

When a New Zealand law firm or conveyancer is supervised under the AML/CFT Act, and the categories the Department of Internal Affairs publishes as falling outside it.

TCSP Licensing in Hong Kong

When a Hong Kong practice needs a trust or company service provider licence, and the exemption the Companies Registry publishes for legal professionals.

DIFC DNFBP Registration with the DFSA

When a practice carried on in or from the Dubai International Financial Centre is a Designated Non-Financial Business or Profession that must register with the DFSA.

FIC Registration in South Africa

Which legal practitioners the FIC Act reaches as accountable institutions, and the categories the Centre publishes as not required to register.

How Will Reviews Work

The review lifecycle, reading and editing the draft, and how your recommendations reach the client.

Registered-Detail Changes

How admin approval works when you update your firm’s legal name, regulatory IDs or addresses.

Leaving a Firm or Retiring

What happens to your professional account, clients and personal estate plan when you leave a firm or retire.

Professional API

Connect your practice’s own systems and tools to your data on the platform.

Ready to apply?

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