Draft an unlimited amount of legal documents with no hidden charges, all for £42 + VAT per month.

Additionally, fail-proof professional signing notes are included with every document you generate, ensuring your clients get it right first time, every time.

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Document Preview

Preview legal documents in real time whilst taking client instructions.

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Client Notes & To-do TASK LISTS

No longer will you need to take notes on paper at a client meeting. You can seamlessly enter notes and create to-do task lists directly into the Software, ensuring nothing is lost and all the information is secure. This means you'll have no more issues deciphering handwriting or losing paper notes. 

Additionally, client notes can be added directly into the Client Disclaimer for the client to read and confirm, providing transparency and further protection. Any notes made will be kept with the client’s electronic file to assist on future appointments for the instruction taker or someone other than the original instruction taker.

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Illustration tool!

Every sales person knows how important clarifying complex issues is with simple illustrations! Along with electronic Client / Order Notes and To-Do Task Lists, our illustration tool means you and your business can go completely paperless!

• The tool is fully keyboard compatible, meaning you can produce illustrations with ease.
• Save your illustrations to the 'Global Illustration' tile of your Legacy Software for future use.
• Re-utilise saved illustrations and customise them to specifically suit a client's estate planning.
• Opt for illustrations to appear within a client's disclaimer.

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