Our Trusted Partners
Good advice doesn't happen in isolation. The tools, services, and integrations around a platform shape what advisers can actually deliver to their clients. That's why Clerica partnerships are built with the same principles as the platform itself: practical value, professional credibility, and a genuine focus on what brokers and their clients need.
Clerica works with two trusted partners, Legacy Trail and Plaud, each bringing something distinct to the table. Together, they extend what Clerica's system can offer, opening up new service lines for brokers and a more complete experience for the clients they serve.
Introducing Legacy Trail: Secure Storage & Will Creation
One of the gaps that consistently appears in protection advice is what happens after the sale. Clients take out life cover, sign the paperwork, and then store the policy documents in a kitchen drawer, or nowhere at all. Years later, when those documents matter most, they can be impossible to find. Legacy Trail addresses that directly.
This Clerica partnership, coming soon to the platform, will allow brokers to offer clients access to a secure document vault, an online storage solution built specifically for sensitive personal and financial records. Life insurance policies, mortgage protection documents, wills, and lasting powers of attorney can all be stored in one place, accessible when they're needed, and protected with the security standards those documents deserve.
Alongside AI document storage, Legacy Trail brings a will creation service that brokers can offer directly through Clerica. Online will creation is something that clients increasingly expect to have access to, and it's one that carries real commercial value.
For brokers, this creates a straightforward opportunity to generate income from a service that sits naturally alongside the protection conversations they're already having. Recommending a will isn't a stretch when a client has just taken out life assurance. It's the obvious next step, and Legacy Trail makes it easy to facilitate.
The integration will sit within Clerica's existing workflow, so brokers won't need to manage a separate system or referral process. When it launches, it will be there, ready to use.
Plaud: A Partnership with a Trusted Industry Leader
Next, we have our Plaud partnership, which sits at the heart of how Clerica captures and uses client conversations. Plaud is the world's leading AI note-taking brand, and the integration between Plaud's technology and Clerica's platform is what allows real client meetings to become structured, compliant, usable advice data.
When an adviser meets a client, that conversation contains everything needed to build an accurate fact-find: income details, existing cover, expenditure, family circumstances, and the client's own understanding of their risks. The difficulty has always been capturing all of that accurately and efficiently while remaining present in the meeting.
Plaud solves this. Its technology records and processes the conversation so that Clerica can extract the relevant information and use it to generate tailored protection recommendations, compliant letters, and documented rationale, without the adviser having to type up notes after the appointment.
The practical effect is significant because advisers arrive at the protection recommendation with accurate data and clear documentation already in progress, rather than starting from scratch at the end of a long day. Clerica partnerships with companies like Plaud means brokers benefit from technology that has already established its reputation across the industry, backed by a brand that advisers and firms are increasingly familiar with.
That recognition matters, because it means the tools advisers are using carry credibility with their own clients, and with the compliance oversight they operate under.
For Clerica, working with Plaud is a straightforward decision, as it's the best note-taking technology available. Plus, it makes the entire advisory workflow sharper and more reliable.
Why Our Partnerships Matter to You
Clerica partnerships are chosen because they deliver something concrete, either to brokers, to their clients, or to both. Here's what Legacy Trail and Plaud bring in practice:
- Additional Fee Income: The Legacy Trail will creation service gives brokers a straightforward way to generate revenue from a service that sits naturally alongside protection advice, with no new referral infrastructure required.
- Broader Service Offering: Brokers using Clerica can offer clients secure document storage and online will creation alongside their core advice, making the overall proposition more comprehensive.
- Better Client Outcomes: Clients leave with their important documents safely stored, a will in place if they need one, and a protection package built on accurate, properly captured information.
- Workflow Efficiency: Plaud's note-taking technology feeds directly into Clerica's recommendation engine, reducing duplication and keeping the advisory process moving.
- Platform Credibility: Partnering with recognised brands strengthens the confidence advisers and their clients can place in Clerica as a platform built for serious, regulated advice work.
Built Around What You Need
These partnerships reflect how Clerica approaches its own development: by looking at what advisers actually need and finding the best way to deliver it. Legacy Trail brings a secure document vault and an online will creation service that turns a post-sale gap into a genuine opportunity. Plaud brings industry-leading note-taking capability that makes the entire advice process more accurate and more efficient. Together, they extend what Clerica's system can do, and what brokers can offer the clients who trust them.
If you'd like to find out more about these partnerships or discuss how they could work within your practice, get in touch using the contact form on our website. The team is happy to walk you through what's available now and what's coming next.