Your whole firm, under one account

Advisers, administrators and every office, each with the access they need and nothing more.

Collins & Co Will WritersFirm account · 2 branches

LincolnMain office

Alex MorganAdviser

Priya ShahAdviser

Beth CarterAdministrator

GranthamExtra branch · £75/month

Tom HughesAdviser

Dan PriceAdministrator

Roles

Who can do what

TaskAdviser · £115/monthAdministrator · free

Take instructions with the questionnaire

Produce wills and documents

Add and update clients

Book appointments

Create and send invoices

Every firm gets 2 administrators free. Each extra office is £75 a month, with its own branch permissions and reports.Coming soon

£115per adviser a monthFree2 administrators£75per extra branch a month