For solicitors
Lead the succession journey, not just the documents
As a solicitor, you guide families through complex legal structures. Now, you can lead their succession journey end-to-end. Our platform empowers you with guided processes and AI support, so you can confidently deliver succession planning as a seamless part of your service.
A conversation about your practice, the opportunity in your farming client base, and whether it's worth taking further. .
The starting point
You already have the ideal clients
You already have the perfect clients in your portfolio—families who will need succession planning. With this service, you’re simply unlocking deeper value for them and for you.
Nobody is asking you to go and find new clients. They’re in your book already, and most of them have never been offered a structured way to work through this.
Your client numbers, your fee, your arithmetic. No call, and nothing to install.
See the opportunity
Meet Heather and Peter. Their firm has been there for generations.
Four solicitors and an administrator in a regional town. Peter has kept the practice steady for decades. Heather wants to know what it could be.
Heather & Peter
Whitmore & Lane Solicitors
A practice built on generations of trust
Whitmore & Lane has acted for the same district for generations. Four solicitors, a name everybody knows, and a client list with a lot of farming families in it.
Peter is the senior principal, respected and well liked, and comfortably the more traditional of the two.
Peter preserved the legacy. Heather wants to write the next chapter.
The honest objection
“I don't want to become the family mediator.”
You stay focused on the legal structure — our platform helps navigate family discussions. You provide legal clarity, while guided steps handle the family dynamics — so you can confidently deliver succession planning without being drawn into disputes.
Where family members disagree, the platform records the disagreement plainly and attributes it, rather than asking you to resolve it in the room. Differing positions are surfaced early and in writing, which is a considerably better place to be than discovering them after documents are drafted.
In the product
The screens you'll actually work in
Understand the entities behind the family enterprise
The Entities register separates companies, trusts, partnerships and other structures from the assets they own or operate. Advisers can browse the structures relevant to the engagement and understand how they connect to the wider financial picture. This supports clearer discussions about control and ownership while preserving the need for formal professional verification.
Record changed or conflicting information transparently
Succession conversations evolve, and family members do not always agree. The misalignment workflow lets advisers link differing statements, classify the issue and document an appropriate resolution path without deleting either source. This creates a fairer, more auditable record and helps important disagreements remain visible until they are genuinely addressed.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
The commercial case
The advisory engagement, plus the legal work it generates
Succession planning is a huge opportunity — families need legal clarity for their future. If you're not offering it, you're missing out.
There are two revenue lines here, not one. The advisory engagement itself is billable work over a number of months. Then the plan generates the legal work that follows it: agreements, trust and entity structures, transfers and the restructuring the family has just agreed to. That's a continuous stream of billable legal work, both upfront and long-term.
Grow the book, too
Practices that join as partners can receive referred work as well as send it. It's a real, active arrangement — a cross-referral relationship between partner practices that already operates today.
It's a programme you opt into and we coordinate, not a self-service directory. There's no “browse other partners” feature on this site to point you at.
A clear, structured record — not a compliance guarantee
Every action and decision is captured in an audit history, permissions are enforced throughout, and case information stays connected to the statement or document it came from. Internal notes and unverified AI observations default to adviser-only visibility; making something client-facing is a separate, deliberate action.
We don't claim the platform makes your firm "compliant" or your files "audit-proof". Those aren't claims software can make for you.
Your whole team can deliver it
Senior solicitors can retain oversight while junior staff facilitate the engagements themselves, because the process is structured and the platform guides them through it. It's built to work for a practice, not one person.
Getting started
We don't leave you to figure this out alone
Practice setup and orientation, help identifying likely clients from your existing base, staff training, and hands-on support through your first client engagement.
Deliver it yourself, with support
We stay involved through your first few live engagements, not just the setup. Training is flexible — online sessions through to in-person staff training — and most practices are up and running within a few hours.
Or refer the client to us
Prefer not to deliver it yourself? Refer the client through, we handle delivery, and you keep a share of the revenue while staying connected to the outcome. It's a genuine option, not a consolation prize.
See it running against a real family case
Thirty minutes, on a call, with the product open. We'll walk through what delivering this would actually look like in your practice.
A conversation about your practice, the opportunity in your farming client base, and whether it's worth taking further. .
Free for professional advisers
Not ready to book a call?
See what succession planning could be worth to your practice.
Our free Succession Planning Opportunity Calculator lets you explore the potential fixed-fee engagement, the implementation work it creates and the ongoing advisory relationship that can follow — costed against your own hourly rate, for your own profession.
Free, . Access is restricted to professional advisers, so we verify each request by hand.