For UK private-client firms
More work from the clients you already have.
Everlay is being designed to start with the will bank and documents you already hold, and keep watch for relevant changes around the client and their estate. Where something needs confirming, it can ask the client; where the context is already meaningful, it can bring it straight to your team.
Better service, more repeat instructions, and more value from the relationships you’ve already built.
Turn your existing client book into a more active source of work.
Private-client firms can hold thousands of historic client relationships, but often have little visibility into which clients actually have a reason to speak again. Everlay is being designed to help identify and prioritise those moments.
Create more opportunities for repeat work
Identify existing clients whose changed circumstances may create a genuine reason for another private-client matter.
Focus fee-earner time where it matters
Prioritise the clients who may warrant attention instead of manually reviewing files or contacting the entire will bank.
Grow from relationships already established
Generate more of the firm’s growth from clients it already knows, rather than relying entirely on acquiring new ones.
Instead of asking which of 10,000 historic clients to contact, Everlay helps answer which clients appear to have a genuine reason for a review now, and why.
More timely reviews. More repeat instructions. More value from the relationships you’ve already built.
How it works
01
Start with what you hold
A pilot can start with the will bank and documents you already hold: previous wills, LPAs, fact finds, matter files.
02
Keep watch
Everlay is being designed to look for relevant changes around the client and their estate, from information they provide to permitted external signals and developments.
03
Know where to act
Everlay is being designed to surface the clients whose circumstances may warrant attention. Where something needs confirming, it can ask the client. Where the context already appears meaningful, it can bring it to your team.
Everlay will operate under the firm’s control, with the firm deciding what information is used, when a client is contacted, and when professional action is taken.
Register your interest in Everlay’s free pilot.
We’re inviting a small group of UK private-client firms to explore how Everlay could help identify relevant changes, prioritise clients who may warrant attention, and create more opportunities for timely repeat work.