Every engagement is a 3-year Partnership.
Wills intake is live. Cohabitation Agreements, Probate, and LPA are scheduled onto the same platform and added to existing partnerships on Practice and Partnership tiers. Every engagement starts with the Scoping Blueprint and settles into an annual partnership from £9,750/yr.
Commercial shape
A three-year partnership, not a one-off job.
Predictable pricing, CPI-linked, capped at 6%. Published exit ramps.
The Scoping Blueprint
A fixed-fee, 14-day diagnostic that produces an audited view of your intake economics and an implementation proposal you can take to the partners' meeting.
- Workflow audit across your current Wills intake (Probate / LPA optional)
- Intake-leakage map — where billable hours are lost and why
- CMS integration assessment (LEAP, Clio, Actionstep, LEGL)
- SRA-aware data-governance map and UK residency review
- Written implementation proposal with a fixed price and timeline
Your Blueprint fee is credited in full against Year-1 fees when you sign a 3-year Partnership.
Investment
£2,500
14-day fixed-fee diagnostic
Every output is reviewed by a qualified fee-earner before it reaches your CMS.
Self-serve estimate
What manual intake is costing your firm.
Edit the assumptions, then export a one-page PDF you can take to your managing partner. The Blueprint produces the audited figure.
Monthly leakage
£34,640
Annual leakage
£416,000
Essential Partnership · Yr 1
£9,750/yr
Payback period
0.3 months
Payback compares your monthly leakage against the £9,750/yr Essential tier — the entry point on a 3-year Partnership.
One page, branded. Share with your managing partner.
Wills is live. Three further modules are scheduled.
Wills intake is live today. Cohabitation Agreements, Probate, and LPA are scheduled onto the same governance layer and the same solicitor-reviewed intake pattern — added to existing partnerships at no extra per-module fee on Practice and Partnership tiers.
Wills Instruction
A typical 8-fee-earner firm recovers £8k+/month in billable time.
- Dynamic Wills questionnaire (simple, mirror, complex estates)
- Beneficiary, executor, and guardian capture
- Identity-aware prompts with solicitor verification step
- Live draft Will preview, watermarked and locked until solicitor sign-off and payment
- AI-drafted instruction note — your fee-earner reviews, edits, and signs off
- Bi-directional sync to your CMS
- Your branding, your tone, your domain
Anchor
included from Essential
£9,750/yr on Essential · CPI-linked
Probate
Sits on the same data-governance layer as Wills — zero additional IT risk when it lands.
- Asset and liability scheduling for executors
- IHT-aware prompts and document checklist
- Personal representative onboarding
- Lay-language guidance throughout
- Auto-generated draft schedules into the CMS matter
Anchor
added on Practice / Partnership
added on Practice / Partnership at no extra per-module fee
Cohabitation Agreements
The natural companion to Wills intake — same client segment, same two-pane architecture, non-contentious and SRA-clean.
- Parties, property, and contribution capture (deposit, mortgage, renovations, bills)
- Beneficial-ownership split with rationale (equal / by contribution / bespoke)
- “What happens if…” triggers — separation, death, sale, buy-out mechanic
- Draft Cohabitation Agreement and Declaration/Deed of Trust — watermarked until fee-earner sign-off
- Single-instruction guardrails with Independent Legal Advice routing for the second party
- Direct CMS sync for fee-earner review, engrossment, and matter tasks
Anchor
added on Practice / Partnership
added on Practice / Partnership at no extra per-module fee
Lasting Powers of Attorney
OPG-ready structure with certificate-provider logic built in, on the same governance layer as Wills.
- Health & Welfare and Property & Financial Affairs flows
- Donor, attorney, and certificate provider capture
- Capacity prompts and replacement attorney logic
- OPG-ready data structure
- Direct CMS sync for fee-earner review
Anchor
added on Practice / Partnership
added on Practice / Partnership at no extra per-module fee
Hosting, iteration, and compliance — all included
Hosting, monitoring, security patches, CMS-integration upkeep, quarterly iteration, and a named project lead — bundled into the annual Partnership fee. Priced per firm, never per seat.
from £9,750/yr
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