Monday, 22 February 2021

What documents are being shared via Alpha Legal?

One of Alpha Legal's most popular features is the ability to securely share documents with clients.

How to share a document using Alpha Legal

We've been reviewing the stats of the documents that are being shared and it's fascinating!
  • Estate Agents are mainly sharing their Terms of Business (for signature) and draft sale particulars

  • IFAs are also sharing their Terms of Business and notes of financial reviews

  • Will Writers are sharing draft wills and invoices issued for completed services

  • Accountants are using Alpha Legal to share P11d forms, tax returns (Trust & private) for approval
Are you using Alpha Legal to share something completely different?  Let us know!  If we publish your story on our blog you'll get another 500 credits, worth £75, absolutely free as a thank you.

No comments:

Post a comment