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The essential package provides you with everything you need to get started.

Enabling you to take client instructions from an extensive range of products and services, you can draft many documents yourself. Legacy software also allows you to Input Instructions for all documents and send the Information electronically to a third party like CTT group for this to be generated for you. All for a low, fixed fee of £52 + VAT per month.

  • Create electronic client notes, order notes, to-do task lists and even draw illustrations within the Software.
  • Set up Direct Debits electronically, for your client’s storage and orders.
  • Preview your legal documents whilst taking instructions.
  • Includes Discretionary Trust that qualifies for the NRB & RNRB

Watch the video learn more!