Products

Forms & messaging

Document verification

Send ID documents directly from Alpha Legal to TrustID:

• leading online ID verification service
• confirm the validity of ID documents in minutes.

Simply select the Export option and wait for notification that the report is ready.

Document sharing

Share documents with your clients - it's easy, simply: 

• upload any document 
• share with one click
• share to view or for signature(s).

Terms of business, letters of authority, fact find summaries... share anything!

ALFi app

Your clients are going to love using the ALFi app.

They track their net worth and all of the assets they own, then share with you and other trusted advisors.

Give your clients the best onboarding & fact find experience!

Calendar & Meeting Planner

Organise your time easily with Alpha Legal's Calendar feature:

• book appointments 
• share the details with your contact
• display on a map.

Always keep on top of your meetings with prospects and clients.

Write a Will

Write simple Wills and other documents from within Alpha Legal:

• use existing or imported contacts 
• guided progress through sections
• generate the document in real-time.

Write that Will in just 10 minutes! Branded subscription required.