Example 20 · Grow · Wills and lasting powers of attorney
Fill in the family conversation pack, and see what is still to sort.
Most people put off the will and the LPA because they do not know where to start. This starts somewhere useful: a pack their family can actually use, and a clear list of what is still to sort. Every gap is a reason to talk.
Illustrative scenarioWorking demo
What the customer sees
Before
Enquiries were people who had already decided they needed a will. Everyone else meant to get round to it, and nobody knew how many gaps they had until something went wrong.
Built in a day
Five short sections that fill in a pack as you go, every "not sure" glowing on its page, a "Still to sort" list with what the firm would do about each gap, a personalised pack PDF to print, and a request for a call sized by the gaps. Built with AI in under a day.
What it's for
Give every visitor something genuinely useful to keep, and book calls with the people whose gaps are real.
The important bit
Built in a day. Going live takes more.
Before real customers relied on this, it would need:
- The firm's own services and what each gap leads to
- Its own words, checked by the people who give the advice
- A diary for calls that the request can really book into
- Leads sent into the CRM with the gap count and sections as fields, never the answers
- A decision on how long answers are kept, and who in the firm can see them
- A privacy notice and consent for storing people's contact details
On the day, we'll tell you honestly which of these your idea needs, and what they'd take.
App in a Day · 17 November 2026
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