Advise Wise has extended its one-click instruction feature to Forever Legal’s later life legal services.
This integration enables members to instruct Forever Legal directly from the client case within the platform.
Advise Wise users can now instruct Forever Legal without the need to re-enter client details, while automatically transferring client data.
Daniel Edmondson (pictured), national account manager at Advise Wise, said: “We are excited to extend the one-click instruction feature to Forever Legal, offering our members even more flexibility and efficiency when managing client cases.
“This integration is designed to reduce administrative time, allowing our members to focus more on delivering exceptional legal services.”
Adam Carnall, director of partnerships at Forever Legal, added: “We are delighted to announce the integration of Forever Legal’s later life legal services with the Advise Wise sourcing platform.
“This partnership, featuring the innovative one-click instruction process, simplifies the journey for advisers and clients alike, ensuring a seamless, efficient, and user-friendly experience in later-life transactions.
“Together, we are ensuring that new business partners joining Forever Legal can enjoy the same incredible speed, reliability, and quality of service that our existing introducers value so highly.”
