Modules
Modules
What's available?
We're always keen to help you get the most out of Alpha Legal and have developed a range of modules to ensure you can get the information you need to run your business. These modules can support and extend your experience - you can tailor your own account to only have the modules you require.
Alpha Legal - ID
Alpha Legal - ID provides a quick and easy way for you to request and receive ID from your clients electronically. Using our secure platform you can now receive your clients ID within minutes.
Alpha Legal - Family Finances
Family Finances is a free to download mobile application available for Android and iOS devices. This application allows your client to record their family assets to help provide an overall picture of their estate.
We can offer branded versions of Family Finances to you, which will allow clients to be able to share their data with you securely to provide the best advice. You can communicate and share documents in the app.
Alpha Legal - Workflow
Alpha Legal - Workflow does what it says on the tin! This is an end to end workflow system which will help you track your clients, orders and general day to day tasks.
The workflow system is completely customisable allowing you to set your own milestones and KPIs to help you refine your business processes.
Alpha Legal - Document Portal
Alpha Legal - Document Portal provides you the ability to share documents with your client via a webpage. The document portal will be accessible from any device which has an internet connection.
You will also be able to request clients sign particular documents through the portal as well.
Alpha Legal - Trust Management
Alpha Legal - Trust Management allows you to be able to easily manage all aspects of your clients trusts in one place. There are a number of useful reports available ranging from, showing the finanical change within a trust to our built in tax return reports.
Alpha Legal - Planner
Alpha Legal - Planner takes the stress out of organising meetings with a number of people. Our planner allows the organiser to be able to specific multiple dates and times to a number of attendees and will then schedule the appointment based on the responses which suit the attendees best!