Create opportunities for will reviews, estate-planning reviews and LPAs.
Beyond Transactions
The transaction ends. Your client's life does not.
Legal work happens at important moments in a client's life. Vault360 helps firms stay connected between those moments by giving clients a secure, practical service they continue to use as their finances, property, family and future plans evolve.
Client Service
Stay connected after the transaction
Give clients an ongoing service connected to the firm, not a one-off transaction portal they stop using once the matter ends.
The Challenge
Most client relationships go quiet after completion.
A client may complete a house move, sign a will or finish an estate-planning matter, then disappear from view for years. During that time, their life keeps changing.
They may build wealth, remortgage, have children, update pensions, receive an inheritance, change beneficiaries, create an LPA or start planning for later life.
Many of those changes could lead to valuable advice. Without an ongoing reason to stay connected, the firm may never know.
The Opportunity
Give clients a reason to stay connected.
Vault360 is not another newsletter, marketing database or one-off client portal. It is a practical service clients can continue using after the original legal matter ends.
Help clients organise important financial and personal information.
Store relevant documents in a form that stays useful after completion.
Maintain estate-planning information as circumstances change.
Prepare for future legal needs with better-organised records.
Share selected information securely through permission-based access.
Keep important records easier to find when the client needs support.
By continuing to provide practical value, the firm remains visible, useful and better placed to support the client when circumstances change.
Ongoing Value
Ongoing value for your clients
Vault360 gives clients practical reasons to keep using a service connected to the firm.
Stay organised
Bring together assets, liabilities, documents and future plans.
Share securely
Reduce scattered email chains and repeated document requests.
Plan ahead
Maintain estate-planning information and prepare executors.
Return to trusted advice
Give clients a practical route back when they need legal support.
The Commercial Opportunity
The most valuable client is often the one you have already won.
Acquiring new clients is expensive. Existing clients already know the firm, have completed onboarding and have an established relationship. The challenge is remaining relevant when there is no active legal matter.
Support retention across probate, estate administration and later-life planning.
Improve visibility around future conveyancing, private-client advice and family referrals.
Encourage review conversations and increase the likelihood of future engagement.
The opportunity is not simply winning more clients. It is remaining relevant to the ones you have already won.
How It Works
A simple extension of the client relationship.
Invite the client
The firm creates a vault or invites the client to Vault360.
Connect the legal matter
Relevant documents and information can be added or shared.
Help the client get organised
The client builds a clearer record of assets, liabilities, documents and plans.
Stay connected
The vault remains connected after the original transaction completes.
Encourage future reviews
Changes in circumstances can prompt conversations around wills, estate planning, property and other legal needs.
Support executors when needed
The firm helps facilitate a controlled-access process after death.
Differentiation
More useful than marketing. More enduring than a transaction portal.
Marketing asks clients to remember the firm. Vault360 gives them a practical reason to keep using a service connected to the firm.
It complements email newsletters by adding ongoing utility.
It goes beyond static client portals that lose relevance after completion.
It is broader than a document repository because clients keep information current over time.
It supports CRM and client-service efforts without trying to replace them.
Security
Designed for sensitive client information.
Vault360 uses balanced, permission-based security controls designed for legal and financial information.
Client-side encryption and sensitive information protected before storage.
Permission-based sharing and user-controlled access.
Secure document handling with audit trails.
Controlled access processes designed for use alongside legal professionals.
Frequently Asked Questions
Common questions from firms considering Vault360.
Is Vault360 a replacement for our case-management system?
No. It is an ongoing client service that can sit alongside existing legal and practice-management systems. Ask us about integrations.
Can the firm see everything in a client's vault?
No. Access is permission-based, and clients choose what to share.
Does Vault360 replace legal advice or estate-planning documents?
No. It helps organise information and support the relationship with qualified professionals.
What happens after the original matter completes?
The client retains access to the vault and can continue updating it, helping the firm remain connected beyond the transaction.
Is Vault360 only for wills and probate firms?
Its strongest fit is private client, estate planning and probate but Vault360 can be used within any area of practice to stay connected to your clients.
How does executor access work?
The platform provides controlled-access workflows, utilising a death notification process requiring proof of death.
Next Step
Stay relevant beyond transactions.
Vault360 helps firms turn completed matters into longer-lasting client relationships built around practical, ongoing value.