Question 1

Can I import my existing client data?

Accepted Answer

Yes. We provide bulk import tools that accept spreadsheet formats. You can import client details, contact information and will details. Visit our migration guide for details.

Question 2

How is client data protected?

Accepted Answer

All data is encrypted in transit and at rest. The platform is designed to support UK GDPR obligations, with role-based access controls. You control who in your team can access each client's records.

Question 3

Can multiple team members access the same client?

Accepted Answer

Yes, on plans with team seats. You can assign team members to specific clients and control their access level: view only, edit or full access. Read more about team access.

Question 4

Do client records work the same for every profession?

Accepted Answer

Yes. The record, the portal and the audit trail are the same whether you are a will writer, a solicitor, a funeral director, a celebrant or a bereavement practitioner. Only the work attached to the record differs. See the professions we work with.

Question 5

Is there a limit on the number of clients?

Accepted Answer

Client limits depend on your plan. The free tier supports up to 5 clients. Paid plans offer higher limits. View pricing for details.

Client management built for your practice

Frequently asked questions