Professional BackOffice: Clients (legal + tax, richer v4)

MFI Professional BackOffice — Clients (legal + tax, richer v4)
Springboard: 35-backoffice-solicitor-clients (pre-tax). Richer: practitioner-type (legal/tax/both) → incoming matches show WHY (with trust chip on IHT figures) + pipeline + estate snapshot + fee config + ratings. Advisory BackOffice consumed from InheritKit.

Practitioner type

Legal firm + Tax adviser

SRA-regulated · STEP · CIOT Chartered Tax Adviser

How clients see your firm

4.9Trustpilot (402) 4.8Google (95)

Shown on your comparison-engine listing

Availability for new matches

Accepting · 4 slots this week

Pause new matches · next consult Thu 2pm

Est. IHT planning pipeline

£41,800

potential client IHT saving across 3 tax matches

Active clients

3 new this month

Avg turnaround

12 days

Target: 14 days

Due this week

Richards, Patel

Overdue

Hargreaves — 3 days

Tax (IHT) clients

2 new matches · 1 engaged

New match3

Richards · Okafor (tax) · Morgan

→

Consultation booked2

Patel · Lin / Ahmad

→

Engaged3

Hargreaves · Park · Doyle (tax)

→

Delivered1

Webb — will signed

Client estates incoming matches + active caseload

All practitioner work 9

⚖️ Legal (wills) 6

🧾 Tax & IHT planning 3

Client & track	Estate snapshot	Why matched	Stage	Due
Grace Okafor HP-2026-044 · IHT planning 🧾 Tax	£820,000 38 items · 2 properties £128k taxableTrust	Matched: £128,000 taxable estate needs IHT planning — gift & trust relief in scope. computed against INHERIT · E&W Tax · reviewed: Stable	New match	Respond by Thu	Accept & book →
David & Margaret Richards HP-2026-041 · Mirror wills ⚖️ Legal	£560,000 12 items · 1 property Property + trust£60k taxable	Matched: property + trust clause with 3 beneficiaries — your trust specialism. computed against INHERIT · E&W Tax · reviewed: Stable	New match	Thu 3 Apr	Accept & book →
Amira Patel HP-2026-038 · Single will ⚖️ Legal	£890,000 45 items · 2 properties 2 properties£390k taxable	Matched: high-value estate + 2 properties. Flagged for tax referral — see note. computed against INHERIT · E&W Tax · reviewed: Stable	Consult Fri 2pm	Fri 4 Apr	Open file →
Derek Hargreaves HP-2026-035 · Will + trust ⚖️ Legal	£1,450,000 78 items · 3 properties 3 properties£950k taxable	Engaged: discretionary trust drafting in progress. Tax adviser cross-referral active.	Engaged	28 Mar (3d)	Open file →
Helen Doyle HP-2026-036 · IHT planning 🧾 Tax	£1,120,000 52 items · 2 properties £620k taxableBusiness relief	Engaged: £620,000 taxable — gifts, BPR & charitable 36% relief plan. Est. saving £23,400. computed against INHERIT · E&W Tax · reviewed: Stable	Engaged	10 Apr	Open file →
Wei Lin & Khalid Ahmad HP-2026-039 · Mirror + Islamic ⚖️ Legal	£680,000 31 items · 2 properties Islamic provisions£180k taxable	Matched: faith-compliant (Islamic) mirror wills + property. Booked for provisions review.	Consult booked	14 Apr	Open file →
James & Helen Park HP-2026-040 · Mirror wills ⚖️ Legal	£520,000 23 items · 1 property Within allowance	Engaged: standard mirror wills, 1 property. No IHT exposure — within £500k allowance.	Engaged	18 Apr	Open file →
Rhys Morgan HP-2026-043 · Single will ⚖️ Legal	£210,000 14 items · 1 property Within allowance	Matched: simple single will, 1 property. Referred via comparison engine.	New match	30 Apr	Accept & book →
Susan Webb HP-2026-037 · Single will ⚖️ Legal	£185,000 8 items · 1 property Within allowance	Delivered: single will signed & registered. NWR-2026-84521.	Delivered	Complete	View file →

IHT figures are estimates computed from each client's estate against the open INHERIT standard's England & Wales tax rules (status: Stable, reviewed by a named reviewer) — guidance for matching, not tax advice or a formal valuation. Client estates and match reasons are supplied by MyFamilyInherits' comparison engine; accepting a match does not engage you until the client confirms. You will never be charged automatically.

Your fees & quote config shown in comparison

Base single will£180

Per beneficiary£20

Property + trust clause£80

🧾 TAX IHT planning (fixed)£450

🧾 TAX Legal + tax bundle£695

Upcoming deadlines

Hargreaves

Trust drafting review

3d overdue

Richards

Accept new match

3 days

Patel

Consultation (tax referral)

4 days

Doyle

IHT plan draft

10 days

Lin / Ahmad

Islamic provisions

14 days

Recent activity

🧾 New tax match: Grace Okafor

£128k taxable estate — IHT planning needed

15 min ago

David Richards sent a message

"Quick question about the executor clause..."

25 min ago

🧾 Doyle IHT plan updated

BPR + charitable relief modelled — saving £23,400

2 hours ago

Webb will registered

NWR ref: NWR-2026-84521

Yesterday

Hargreaves — overdue reminder sent

Auto-escalated to firm admin

Yesterday

Advisory BackOffice — drafting, document assembly & e-signing are provided by InheritKit and opened from each client file. MFI handles matching, fees & the client relationship; InheritKit handles the casework.

Built on INHERIT v2

This demo is built on INHERIT v2 — an open standard for describing an estate. We show you honestly which parts of this screen the standard can hold today, which are planned, and which are still gaps.

Supported now2 entriesThe standard already has a place for this today.
Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
Planned0 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
Gap — needs planning0 entriesOn the screen, but no change proposal covers it yet. These still need planning.
Not a standard concept2 entriesPage furniture, or something we decided the standard should not hold.

4 traced entries on this screen, from two overlapping traces

Each entry comes from either the screen’s feature list or the data the screen displays. The two traces overlap, so one feature can appear twice: these are entries, not a count of distinct features.

Supported nowMatched firms (name and regulator)
Comes from: record.professionals
a field on the validated INHERIT v2 estate record
traced from the data this screen displays
Supported nowServices offered against an engagement
Comes from: record.engagements.0.services
a field on the validated INHERIT v2 estate record
traced from the data this screen displays
Interface onlyThe console furniture itself
Interface: ext.app_chrome.note
interface configuration, not something the standard holds
traced from the data this screen displays
Not a standard conceptbackoffice.practitioner-console
Why not: practitioner back-office client console; app-layer surface, not a standard concept
declined by Josh Thayre
traced from the screen’s feature list

The 30 change proposals this demo relies on

A change proposal (ICP) is a tracked request to extend the standard. These are the ones behind the “Planned” features across all 32 screens — and the few already adopted and built. Where the standard has a written proposal we show its status from the standard’s own record; where it does not, we say so rather than guess.

ICP-0001 · TT-657 — Port v1 consumer-estate surface into v2 (approved in the standard)
ICP-0002 · TT-658 — IHT 36% reduced charity rate (approved in the standard)
ICP-0006 · TT-663 — Marketplace & dealer model (tracked; no written proposal yet)
ICP-0007 · TT-664 — Valuation lifecycle enrichment (tracked; no written proposal yet)
ICP-0008 · TT-665 — Delegation, stewardship & marketplace integrity (tracked; no written proposal yet)
ICP-0013 · TT-672 — Condition grading (tracked; no written proposal yet)
ICP-0014 · TT-673 — Collector records bundle (tracked; no written proposal yet)
ICP-0015 · TT-674 — Legal-assurance model (pending in the standard)
ICP-0016 · TT-681 — Professional engagement & marketplace data model (approved in the standard)
ICP-0019 · TT-684 — Executor / personal-representative appointment & powers model (pending in the standard)
ICP-0020 · TT-685 — Distribution-logic primitives: survivorship, age-contingent, abatement, cy-près (pending in the standard)
ICP-0021 · TT-686 — Wishes, directives & plan-assessment primitives (pending in the standard)
ICP-0022 · TT-1029 — Post-death estate-administration & will-lifecycle domain (pending in the standard)
ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (pending in the standard)
ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (pending in the standard)
ICP-0027 · TT-1034 — Living-Monitoring change-event model (pending in the standard)
ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (pending in the standard)
ICP-0029 · TT-1068 — Insurance-cover model (pending in the standard)
ICP-0030 · TT-1069 — Catalogue item-import adapter (pending in the standard)
ICP-0033 · TT-1131 — Executor pre-death readiness facet (tracked; no written proposal yet)
ICP-0034 · TT-1132 — E&W IHT spouse exemption (tracked; no written proposal yet)
ICP-0044 · TT-1143 — Steward/authority-grant remuneration facet + paid-helper undue-influence safeguard (tracked; no written proposal yet)
ICP-0045 · TT-1014 — general Media/attachment primitive (tracked; no written proposal yet)
ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (tracked; no written proposal yet)
ICP-0047 · TT-1145 — Compute faith fixed-shares (tracked; no written proposal yet)
ICP-0052 · TT-1172 — Funeral & farewell domain (tracked; no written proposal yet)
ICP-0054 · TT-1174 — Asset-side external-registry enrichment (tracked; no written proposal yet)
ICP-0055 · TT-1175 — Asset enrichment facets: maker/external-id (tracked; no written proposal yet)
ICP-0061 · TT-687 — Heir collaboration & asset-claim resolution (tracked; no written proposal yet)
ICP-0062 · TT-688 — Collections & asset disposition (tracked; no written proposal yet)

Checked against a pinned copy of the standard’s change-proposal register (69 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (24 written proposals, 66 computed rules). Sample estate — demo data, no sign-up.