InLeef General Information
General information about the InLeef adviser app - how each part of the software works, screen by screen.
General information about the InLeef software itself - how the adviser app works, screen by screen. For the documents InLeef produces (wills, trusts, LPAs), see InLeef Product; for step-by-step tasks, see InLeef Guides.
Features
Reference pages for every main screen of the adviser app - its purpose, who can access it, and every action it offers. See all features, including Dashboard, Leads, Clients, Orders, Fact-find & FF2, and Billing.