Pricing
One plan. Everything included.
You pay for the advisers who take instructions and produce documents. No setup fees and no VAT.
Adviser seat14-day free trial
£115 a month per adviserFounding firms pay £75 a month per adviser for their first 12 months.
- Guided will questionnaire
- Wills and Mirror Wills
- Commentary and signing guides
- PDF and Word documents
- Case tracking and appointments
- Invoices, with Xero sync coming soon
- Will review reminders
- Client data held in London
Administrator usersFreeUp to 2 per firm, for managing clients, appointments and invoices. Administrators cannot produce documents.
Extra branch£75 a monthFor each office beyond your first, with branch permissions and reports.Coming soon
Work it out
What your firm would pay
Set the number of advisers and offices. Administrators are free, so they are not counted.
Advisers
People who take instructions
3
Offices
Your first office is included
1
3 advisers × £75 = £2250 extra branches × £75 = £0
Total a month
£225
How billing works
Who counts as an adviser?
Anyone who takes instructions and produces documents. Each needs their own seat.
What can administrators do?
Manage clients, appointments and invoices. They cannot produce documents. Each firm gets 2 administrators free.
How does the founding-firm price work?
Firms that join from the waiting list pay £75 a month per adviser for their first 12 months, then the standard £115.
Is there a minimum term?
No. You pay monthly and can cancel at any time. Cancelling takes effect at the end of the paid month.
Lock in the founding-firm price
£75 a month per adviser for your first 12 months.