How it works

Your customers complete your branded online legal checkup

It will only take 3 minutes for your website visitor to complete 7 questions about their personal circumstances, watch relevant video content and become informed about legal services.

They access their Legal Healthchecker report.

The report will be presented on screen and will provide a full assessment of their preventative legal needs including wills, probate, powers of attorney, co-habitation and more.

You receive a copy of their report.

If they wish to have a copy sent to them, or they request a callback, they will need to provide contact details. As soon as they complete their details, the report will also be emailed to you to keep for further contact.

You contact your visitor and turn them into a customer

If they would like to speak to someone or get specific advice they can choose to request a callback, or you can contact them directly via email.

How to use it

On Your Website

A free Legal Checkup offered to all website visitors. Helping them asess their legal needs and offering solutions.

Pre Consultation

While a client waits you can offer them a Checkup as a pre consultation registration on a tablet, for email gathering, and soft sales method.

Post Consultation

Hand your client a take home flyer post consultation with a link to the website checkup to help them clarify their legal needs.


Generates new business

The client contacts you to discuss the results of the checkup and request services. You advise on the best course of action.

Builds future fee income

You add their email and contact details alongside the information about products they were interested in to your database. You can contact them now or in the future when work may be scarce.

Enhances client experience

Your clients experience is enhanced, adding value to their visit by providing a valuable free service.

What’s included

Compliance and security

Compliant with General Data Protection Regulation (GDPR)

Client data and ownership secure

Marketing support

Online banners

Draft press releases

Promotional data and statistics

Fact sheets/leaflets

Optional digital marketing package

Customisation Options

Own branding

Tailored text

Optional own videos