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Bulk Licensing Purchaser Guide

Learn how to purchase, assign, and manage team licences for your organisation.

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How Bulk Licensing Works

As a purchaser, you buy a batch of licences (5 to 200) for your team or organisation. You assign them to team members via email, and manage all assignments from your Team Licences dashboard. Recipients receive an invitation link to accept their licence and create their will.

What You Control

  • Purchase any quantity of licences from 5 up to 200
  • Assign licences to team members via email
  • Revoke licences at any time
  • View assignment and activation status
  • Manage multiple licence orders

Getting Started

  1. Visit the pricing pageNavigate to the pricing page and select the quantity of licences you need. Volume discounts apply for larger orders.
  2. Complete checkoutPay securely with your preferred payment method. Volume discounts for 5+, 10+, 25+, 50+, and 100+ licences are applied automatically.
  3. Access your dashboardAfter purchase, go to the Team Licences page in your account to see your licence pool and manage assignments.
  4. Assign licencesEnter the recipient’s email address to assign a licence. They receive an invitation link to activate their account.
  5. Recipients acceptTeam members click the invitation link, create or sign in to their account, and start building their will.

Managing Licences

Assigning Licences

Enter the recipient's email address in the assignment form. They receive an invitation email with a link to accept the licence. Once accepted, the licence status changes to “activated”.

Revoking Licences

You can revoke an assigned or activated licence at any time. The recipient's access ends immediately, and they are notified via email. If they had paused a personal subscription to accept the licence, it resumes straight away. The seat returns to your available pool, so you can assign it to someone else.

Revoked seats return to your pool

A seat is a slot on your order for the whole term, not a one-off voucher. Revoking a licence on an active order clears the previous recipient and returns the seat to your available pool, ready to assign again. Only when the order itself has ended is there nothing to reassign into, so the licence stays marked Revoked.

Status Tracking

Your Team Licences dashboard shows which licences are available, assigned or activated. For each one you can see the recipient's email address and the dates the licence was assigned and activated.

Privacy

As a purchaser, you can see which email addresses have been assigned licences, the name on each recipient's account once they accept, and their activation status. You cannot see any of the recipient's will content, documents, or estate details.

Data Privacy

Recipients' estate planning data is completely private. Purchasers see only the recipient's email address, account name and activation status: never will content, beneficiaries, or uploaded documents.

Volume Discounts

Bulk licence orders receive progressively better per-licence pricing as the quantity increases. Volume discount tiers apply automatically at checkout for orders of 5+, 10+, 25+, 50+, and 100+ licences. Because the smallest bulk order is 5 licences, every bulk order attracts a discount.

Exact Pricing

Contact our sales team or visit the pricing page for current volume discount rates. Larger organisations (200+ licences) can enquire about custom pricing.

Paying by Invoice

Orders of 25 licences or more can be paid by invoice instead of card. Request one from the team licences pricing page and we will raise an invoice with 30-day payment terms as standard. Your licences are created once the invoice is settled.

Frequently Asked Questions

What happens when I revoke a licence?

The recipient loses their team-provided access immediately, with no grace period. If they had a personal subscription before accepting the team licence, it resumes automatically. Their data is never deleted, and while your order is active the seat returns to your available pool so you can assign it to someone else.

Can I add more licences to an existing order?

Currently, each purchase is a separate order. You can have multiple active orders, and all licences are managed from the same Team Licences dashboard.

What billing interval options are available?

Bulk licence orders can be billed monthly or annually, depending on the plan you choose. Annual billing typically offers the best value.

What happens if a payment fails?

Your order enters a 7-day grace period. Licences keep working during that window, so your team is not interrupted while you update your card details. If the payment is still outstanding when the grace period ends, the order is cancelled and its licences are revoked.

Can’t find what you’re looking for?

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