Practice Workspace:
Run a coordinated practice service
Give advisers, support staff and practice managers one place to manage estate-planning activity across the business.
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The Practice Workspace connects your clients, team responsibilities, communications, Estate Plans, Life Vaults and reviews within one consistent workflow.
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This allows your practice to serve more clients without relying on spreadsheets, disconnected systems or individual advisers to manage every next step.
Reduce administration across your team
Estate planning often involves advisers, support staff, clients and lawyers working at different stages of the process.
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Bringing this activity into one workflow reduces unnecessary handovers, duplicated work and the time spent searching through emails or separate systems for updates.
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Each team member can see what requires their attention, while managers retain visibility over how work is progressing across the practice.
Keep work moving with clear ownership
Unclear responsibility can lead to missed follow-ups, delayed plans and frustrated clients.
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The Practice Workspace allows the appropriate advisers and support staff to be assigned to each Estate Plan, with your preferred ownership and team arrangements applied consistently across the practice.
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This creates accountability from the beginning, makes work easier to delegate and reduces reliance on one person remembering every next step.
Prevent clients and plans from being overlooked
As the number of clients increases, it becomes harder for individual advisers to remember where every client is within the process.
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Practice-wide dashboards help your team identify clients who are progressing, matters requiring attention and work waiting on the practice, client or lawyer.
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A clear history of activity within each Estate Plan also gives authorised team members the context needed to respond, continue the work or manage a staff handover.
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This helps the practice intervene earlier, reduce delays and keep more clients moving towards a completed plan.
Deliver a consistent client experience
Clients should receive the same level of service regardless of which adviser or team member is managing their matter.
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Approved messaging, practice branding and shared communication settings help ensure that reminders, progress updates and client instructions remain consistent across the business.
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This saves your team time, strengthens the practice’s brand and reduces the risk of clients receiving incomplete or inconsistent information.
Fit the platform around your practice
Every practice has its own team structure, client ownership arrangements and way of working.
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Inherit can be configured around those arrangements so your practice can establish common standards while allowing individual teams and advisers to manage their own clients and responsibilities.
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This makes it easier to introduce estate planning across multiple teams while maintaining appropriate ownership, access and management oversight.
Manage the complete service from one place
Estate planning does not begin with document preparation or end when documents are signed.
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The Practice Workspace connects client engagement, Health Checks, Estate Plans, communications, Life Vault management and future reviews within one continuous service.
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This reduces the need to move between separate systems and helps your practice maintain the client relationship throughout the estate-planning lifecycle.
Make estate planning measurable
Practice owners need more than visibility over individual matters. They need to understand whether the service is working across the business.
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Practice reporting helps managers understand client progress, team workload and the areas requiring attention.
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This allows your practice to identify delays, manage capacity and improve how clients move from initial engagement towards completed plans and ongoing reviews.
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Over time, this visibility helps make estate planning a measurable, accountable and repeatable part of your service offering.
Run estate planning across your practice
Give your team one place to coordinate clients, delegate work and manage estate planning from initial engagement through to future reviews.
Set up your Practice Workspace and see how Inherit can support a consistent estate-planning service across your business.