Live DemoBatch Wills Risk Analysis
A live, interactive demo of the Willsure solicitor dashboard. Two sample practices are pre-loaded with vault data - switch between them to explore the risk engine, batch review and portfolio insight.
Executive Snapshot
Hartwell & Sons Solicitors - portfolio overview
1,420
Total Wills
1,388
AI Processed
214
High Risk
327
Opportunities
Risk Score Distribution
1388
analysed
Key Insights
186
Life changes
94
Property changes
71
IHT exposure
48
Business succession
132
LPAs missing
AI Batch Risk Review
Run the risk engine across unreviewed Wills in the Hartwell & Sons Solicitors vault.
Practice Vault
Hartwell & Sons Solicitors - 12 documents
4
3
3
2
Will - Mr A. Pemberton (2014)
Will - Mrs E. Whitfield (2019)
Will - R. Banerjee (2021)
LPA - Mr A. Pemberton
Will - J. Castellan Trust (2017)
Will - The Hargreaves Estate (2011)
Will - S. Mensah (2016)
Will - Dr M. Forsythe (2008)
Will - P. O'Sullivan (2005)
Will - The Coleridge Trust (2009)
Will - Lady K. Ashworth (2013)
Will - Estate of G. Holloway (2003)
Want this for your archive?
Arrange Willsure accreditation and batch onboarding for your practice.
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