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Incomplete or inconsistent financial disclosure that leaves gaps and slows the case down.
Forgotten, hidden, or poorly documented assets that surface late and derail timelines
Repeated back and forth between solicitors and clients chasing basic information
Significant non-billable time spent reconstructing a client's financial picture
Your clients connect their accounts and build a structured asset register before instruction. Disclosure is complete, cases move faster, settlements hold.
A complete record from the outset means fewer rounds of follow-up requests.
A structured, documented register lowers emotional escalation.
Assets are accounted for before disclosure, not after.
Offer clients a platform that helps them get disclosure right, the first time.
Less chasing of documents, fewer clarification emails.
Most people don’t know everything they own—assets, pensions, policies, and digital accounts remain fragmented across old inboxes and physical drawers.
Orderist solves this by securely connecting to bank and email data to automatically discover buried financial footprint details and construct a single, complete asset register.
Coupled with an integrated Document Vault, step-by-step Will Builder, and automated release controls for executors and beneficiaries, Orderist replaces spreadsheets and paperwork with complete financial visibility and peace of mind.
Securely and always read-only, connects to bank accounts, cloud drives and email to surface pensions, policies and accounts a client may have forgotten.
Organises every physical and digital asset alongside its associated deeds, policies, and statements into a single living record.
Automatically populates a clients will with their assets and their assigned beneficiaries, so they can build a will without starting from scratch. Print, sign and execute it with chosen witnesses, then store a scanned copy safely in their Vault for when it's needed.
Once a client’s executor and emergency contact have each independently confirmed the death, the executor can begin settling the estate, and each beneficiary receives the assets and information allocated to them in the will.
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Choose white-label or co-branded presentation, and access your clients' data through whichever route suits your firm.
Read-only client data, embedded directly into your own CRM.
Read-only client data, embedded directly into your own CRM.
Read-only client data, embedded directly into your own CRM.
One-off. Tiered by firm size.
Tiered by firm size.
Scales with your clients.
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