Feature
Management
Simplify your workload and optimize your team's performance with our comprehensive management tools.
Transfer data in and out of Claims Gate with ease
Generate powerful onboarding reports
Advertising platform integrations
Optimise onboarding conversions
Eliminate admin with a self-service client portal
Give clients access to all their cases, in one place
Feature
Portal
Ability for your clients to access your portal anytime, anywhere.
Remind your clients of incomplete tasks
Track every client interaction for compliance
Broadcast messages to all of your clients
Feature
Communications
Enhance user experience and keep clients connected with our reliable communication tools.
Feature
Management
Simplify your workload and optimize your team's performance with our comprehensive management tools.
Transfer data in and out of Claims Gate with ease
Generate powerful onboarding reports
Advertising platform integrations
Optimise onboarding conversions
Eliminate admin with a self-service client portal
Give clients access to all their cases, in one place
Feature
Portal
Ability for your clients to access your portal anytime, anywhere.
Feature
Communications
Enhance user experience and keep clients connected with our reliable communication tools.
Remind your clients of incomplete tasks
Track every client interaction for compliance
Broadcast messages to all of your clients
Online Will Writing
Allow your clients to complete their Will online in 15 minutes.
Cross Sell Services
Introduce compliementary Estate Planning services at any time.
Instant Onboarding
Let clients start writing their Will straight away, no waiting.
Online Payments
Clients can complete and pay for their Will without manual intervention.
Online Will Writing
Introduce compliementary Estate Planning services during the Will writing journey.
Feature
Management
Simplify your workload and optimize your team's performance with our comprehensive management tools.
Transfer data in and out of Claims Gate with ease
Generate powerful onboarding reports
Advertising platform integrations
Optimise onboarding conversions
Eliminate admin with a self-service client portal
Give clients access to all their cases, in one place
Feature
Portal
Ability for your clients to access your portal anytime, anywhere.
Remind your clients of incomplete tasks
Track every client interaction for compliance
Broadcast messages to all of your clients
Feature
Communications
Enhance user experience and keep clients connected with our reliable communication tools.
Supercharge your Client Onboarding
Join the law firms automating their customer experience.
Supercharge your Client Onboarding
Join the law firms automating their customer experience.
Supercharge your Client Onboarding
Join the law firms automating their customer experience.