Founding-firm places are open: £75 a month per adviser for your first 12 months. Join the waiting list
Platform

Everything a will-writing firm runs on, in one place

From the first conversation at the client’s kitchen table to the review reminder years later. One system for advisers, administrators and every branch.

Join the waiting listSee pricing
  1. 01Take instructionsGuided questionnaire
  2. 02Produce documentsWills and letters
  3. 03Track to signingCase management
  4. 04Get paidInvoicing and Xero
  5. 05Keep in touchWill review reminders
Features

Explore the platform

Every feature is included in one plan. Choose one to see how it works.

Will questionnaireTake instructions in one sitting, with guidance beside every question.Learn moreCase managementEvery client on one page, from first meeting to signed and witnessed.Learn moreDocumentsWills, commentary, signing guides and letters, as PDF and Word.Learn moreAppointmentsComing soonHome visits, video calls and signings, synced with Microsoft 365 or Google Workspace calendars.Learn moreInvoicing and XeroComing soonInvoice from the case and keep Xero in step automatically.Learn moreWill reviewsReminders that bring clients back to review their wills every few years.Learn moreTeams and branchesAdvisers, administrators and offices under one firm account.Learn moreSecurity and dataClient data held on servers in London, with backups in London too.Learn more
Integrations

Works with the tools you already use

Microsoft 365Coming soonTwo-way calendar sync with Outlook.Google WorkspaceComing soonTwo-way calendar sync with Google Calendar.XeroComing soonInvoices and payments kept in step.StripeSecure card payments for your subscription.

How it is built

Made for the way will writers work

Tablet first

Large answers and clear steps, so instructions can be taken on an iPad in the client’s home.

The trade’s own words

Testators, executors, trustees and Mirror Wills, named exactly as you name them, with plain English for clients.

Purely for wills

A focused tool for will writing in England and Wales, not a general practice-management system.

Be one of our founding firms

£75 a month per adviser for your first 12 months.

Join the waiting list