Frequently asked questions

That's exactly why the platform exists. Whether you've never touched succession planning or you've been handling pieces of it informally for years, the platform gives you the structure that's been missing. Each meeting has clear objectives, you ask open questions, and the AI listens in real time and helps guide you through the conversation step by step, so you never lose track or get stuck. You're not on your own figuring out what comes next — the AI is your co-pilot from start to finish. You lead, and the AI supports you: identifying gaps, surfacing contradictions and potential issues, and helping turn the conversation into a structured, actionable plan.

Most advisers are up and running within a few hours. The platform is web-based with guided steps, and we're here to help your team get started. We offer flexible training options — from online sessions to in-person staff training — and even support alongside your first engagements, so you and your team build confidence fast.

Most advisers already have the right clients in their base — you're probably working with them right now. The challenge is recognising which of your existing clients are a fit. We provide simple guidance, conversation openers and resources so you can start that conversation with confidence.

Absolutely. You set your own pricing model. We provide the structure and tools — you decide what works for your business and your clients.

Pricing is structured per practice rather than one-size-fits-all, and we're finalising the detail as we bring on early partners, so there's no published rate card yet. It's one of the first things we'll walk you through on the call — no surprises, no obligation.

The platform supports your advisory process, but it doesn't replace your professional judgement or legal and financial advice. It keeps everyone in their lane — helping you deliver within your scope of practice and bring in other specialists where needed.

That's completely fine — not every practice wants to deliver the service themselves. You can refer the client through and we'll manage delivery, while you keep a share of the revenue and stay connected to the outcome. It's a genuine option, not a consolation prize — some of our most valuable partners are referral-only.

Access control is enforced throughout: each family member only sees what's relevant to them, staff only see the clients they're assigned to, and every request is validated against the specific client and practice on the server. On hosting location and AI provider terms, we're mid-migration and we'd rather tell you exactly where it stands on the call than publish something here that changes next month. Ask us — it's a fair question and you'll get a straight answer.

Beyond the initial onboarding, we stay involved through your first few live engagements, not just the setup. The platform itself is also broken into clear stages (Engagement, Planning, Validation, Build), so you're never trying to learn everything at once — each page gives you plain-language guidance for exactly where you are in the process.

No — you can bring your whole team in. Senior staff can retain oversight while junior team members facilitate the actual engagements, because the process itself is structured and the platform guides them through it. That's by design: it needs to work for a whole practice, not just one person.

You don't need a large book to make this worthwhile — a handful of engagements can create serious, ongoing value. Succession planning isn't a one-off fee; it typically generates chargeable work over 12 months and beyond, plus the ongoing relationship review work that follows.

You have a natural conversation with the family — you're not filling in forms. The AI listens, quietly structures what's said, and prompts you when something needs following up. It spots gaps, flags assumptions, and where a specific family member's input is needed, it can generate tailored questions for them to answer directly through their own portal — no chasing people down or playing phone tag. All of that comes back to you, structured and ready to work with, while you stay in control of every decision.

No — the opposite. The AI's job is to make sure nothing gets missed while you stay the person the family trusts and turns to. It drafts, flags and prepares; it never talks to your client on your behalf, never decides anything, and every suggestion needs your sign-off before it becomes part of the record. You're not being replaced by it — you're being backed by it.

That's the norm, not the exception — blended families, multiple properties, non-farming heirs, informal arrangements. The platform adapts as the conversation unfolds rather than forcing every family through the same rigid script, while still keeping everything structured enough that nothing important gets lost.

We keep this flexible and scaled to where your practice is at — exact terms are confirmed when we set up your practice, so you're not locked into something that doesn't fit how you work.

The platform doesn't try to resolve family conflict — that's your job as the adviser, not the software's. What it does is make sure every voice is heard, parents stay in control of the decisions, and disagreements or differing assumptions get surfaced early and clearly, rather than staying hidden until they resurface later. That gives you a real chance to work through them productively, with everything on the table.

If you can use a web browser, you can use this. The platform is broken into clear stages, so you only ever see what's relevant to where you are — not the whole system at once — and the AI guides you through each step. Most of the work is just having a natural conversation, not learning software.