DRAFT — REQUIRES CURRENT SOLICITOR/TAX VERIFICATIONLegal and tax statements, dates and legislative status in this demonstration are unverified draft content. This is a concept and prototype, not a production-ready legal service.
ASSURE · LAWYERSCLIENT CARE / DELIVERY SYSTEM Private concept for Jim · Campaign 01
SECTION 05 OF 7
Practice Areas
Explore the service opportunities, then select the items you would like discussed in a non-binding proposal.
Scope exploration only. Wealth Protection Client Care has a working local demonstration. The nine additional areas are proposed service modules; any worksheets already demonstrated are prototypes. Selecting a service does not order work, activate a campaign or approve legal content.
01
Wealth Protection Client Care
LOCAL DEMO + PROPOSED PRODUCTION SERVICE
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The client
Existing clients whose arrangements or circumstances may warrant review.
Acquisition method
Eligible existing-client invitation waves, the free Health Check and approved ongoing client-care content.
The demonstrated Health Check and report connect to a fictional collection, triage and supervised preparation workflow. Production systems require approval.
What Jim would be buying
An agreed Client Care + Marketing Engine and supporting delivery-system implementation; ongoing content and management are separately scoped.
The current demo offers a preparation worksheet, factual merge and checklist. Approved NSW forms, capacity assessment and signing processes remain required.
What Jim would be buying
A proposed scoped EPOA intake, staff guidance, approved-form assembly and supervised execution workflow; not a completed legal-document service.
03
Testamentary Trust Wills
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Clients seeking an estate-planning discussion about family circumstances and testamentary trust instructions.
Acquisition method
Approved educational articles, videos, existing-client campaigns and review referrals.
Client journey
Enquiry → family and asset instructions → solicitor advice → approved precedent drafting → professional approval and execution.
Internal delivery system
The demo reuses fictional family facts in an instructions sheet. Legal provisions, beneficiary choices and execution remain solicitor-controlled.
What Jim would be buying
A proposed Will intake, knowledge base, approved-precedent assembly and quality-assurance workflow, with agreed training and maintenance.
04
Loan and Gift-Back
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Clients seeking professional advice on an existing or proposed arrangement.
Acquisition method
Approved explanations and solicitor-led client reviews, without promising protection or outcomes.
Client journey
Initial enquiry → suitability and document review → solicitor/accountant input → agreed legal scope and next steps.
Internal delivery system
A proposed fact-gathering, document inventory, question-routing and supervised preparation process. No suitability decision is automated.
What Jim would be buying
A scoped acquisition and delivery module using approved materials, professional review checkpoints and agreed administrative automation.
05
Loan and Security Review
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Clients with existing loan/security documents, property changes or unreconciled records.
Acquisition method
Health Check flags, approved existing-client follow-up and relevant educational content.
Client journey
Flag identified → source documents requested → accountant reconciliation → solicitor security review → advised next steps.
Internal delivery system
The demo includes a reconciliation request and unclassified transactions. Legal effect, balances and security decisions require accountant/solicitor review.
What Jim would be buying
A proposed document-collection, reconciliation-request, escalation and supervised review workflow; no automatic transaction classification or security instrument.
06
Independent Legal Advice
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Clients referred for independent advice on documents or a transaction.
Acquisition method
Appropriate professional referrals and approved practice-area information.
Client journey
Referral → conflict/independence checks → document intake → solicitor advice → approved record and follow-up.
Internal delivery system
Proposed administrative collection, allocation and checklist controls. Independence, advice and any certification remain professional decisions.
What Jim would be buying
A scoped referral/intake system, approved knowledge resources and supervised matter tracking; no automated advice or certification.
07
Private Lending
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Prospective lender or borrower clients needing advice within Assure’s accepted scope.
Acquisition method
Approved educational content, relevant referral relationships and suitable enquiry campaigns.
Client journey
Enquiry → conflict and scope checks → transaction intake → solicitor review → approved documentation and follow-through.
Internal delivery system
Proposed factual intake, document requests, milestone tracking and precedent workflow. Credit, legal and security conclusions are not automated.
What Jim would be buying
A proposed acquisition and supervised delivery module, with approved precedents, task guidance and a defined maintenance scope.
08
Debt Recovery
PROPOSED ADDITIONAL PRACTICE AREA
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The client
Clients seeking advice about a disputed or unpaid amount.
Acquisition method
Approved question-led content, relevant search information and suitable enquiry campaigns.