Start with existing relationships.
Approximately 5,000 existing clients offer an initial opportunity for an approved, staged client-care programme. Later, the process can support new clients.
SECTION 01 OF 7
Wealth Protection
Client Care System
Reconnect with existing clients, help them understand what may need attention, and give your team a repeatable way to respond.
Understand the next step.
A free Health Check and instant illustrated preliminary report help clients identify matters to discuss with Assure. Solicitors provide the advice and judgment.
Make response repeatable.
Agreed technology, content and administrative workflows support Assure’s staff. This is a concept and prototype, not a production legal service.
The business principle
Humanise the front.
Automate the back.
Clients experience personal service from a qualified solicitor. Approved automation would support invitations, information capture, administrative follow-ups, draft assembly, checklists and routing. Solicitors retain advice, legal judgment, supervision and final approval.
Build the work before the payroll.
Test eligible demand, define the work and establish a repeatable service before expanding payroll. Hiring follows demonstrated demand and service capacity; legal functions remain professionally supervised.
Begin with the client experience.
The next section is the complete interactive Health Check, illustrated sample results and print/PDF experience.
Continue to Health Check →