Connecting lawyers and charities
We can help to save money and time by transforming how lawyers and charities work together by streamlining communication during probate.
Partnering with legacy management leaders
Charities
Easy Legacy Communication
Handling legacies can get complicated, especially when it involves a lot of back-and-forth with lawyers and other charities. That's where SenseCheck comes in, offering a friendly helping hand to make everything a lot easier. Let's see how SenseCheck lightens the load:
"Legacy managers and officers face a number of challenges in today's fundraising climate. From costs pressures, fraud risk and a need to do more with less - the SenseCheck platform will greatly help charities meet these challenges."
- Direct Information Sharing: Charities can get all the details they need about a legacy straight from lawyers, safely and directly. It cuts out the middleman, making sure information is not just quick to arrive but also secure.
- All in One Place: SenseCheck lets charities talk and share documents not just with lawyers but with other charities too. When you're all part of the same legacy, it’s like having a group chat where everyone can keep each other updated easily.
- Share Bank Details, Securely: Charities can share their bank details onto the platform securely, so lawyers know exactly where to send funds. This means fewer phone calls asking for bank info over and over.
- Keeping Track: There’s a dashboard that shows charities what’s happening with all their legacies at a glance. It’s like having a neat list that keeps everything clear and under control.
- Everything Recorded: There's a detailed record of all that’s going on—every message, every document. It’s good to know that if you ever need to look something up, it’s all there.
- Safe and Secure: Setting up your charity’s bank details on SenseCheck is safe, ensuring that money goes to the right place every time. It takes away the worry of sharing sensitive information.
With SenseCheck, receiving legacies from estates can be complicated and wer'e all about making things smoother as part of the good work charities do. It’s all about making things smoother, safer, and more collaborative. SenseCheck is here to help charities focus on what really matters, with a little less paperwork and a lot more peace of mind.
Streamline your legacy communication
At SenseCheck, we're on a mission to simplify legacy co-ordination through better communication. We believe that by simplifying legacy co-ordination, we can help you save time and money, while also ensuring that legacies are put to their best use.
"Communication between lawyers, executors and beneficiaries has - until now - been time consuming, insecure, and repetitive. SenseCheck enables parties to save time and administer estates more effectively."
Lawyers
Your new private client portal
Managing legacies involves precise coordination and communication, especially when multiple parties are involved. SenseCheck is innovating the way lawyers interact with charities, ensuring that every step from notification to decision-making is streamlined and secure. Here's how lawyers are benefiting from using SenseCheck:
- Direct Communication: Lawyers have a direct line to charities involved in a legacy, making it easier to convey important information quickly and securely.
- Early Legacy Notices: Lawyers can provide charities with early notice of legacies, ensuring all parties are informed promptly and can prepare accordingly.
- Document Sharing: Whether dealing with one charity or several, lawyers can upload and share essential documents effortlessly, keeping everyone in the loop.
- Bank Detail Verification: SenseCheck allows lawyers to verify a charity's bank details online, reducing the risk of errors and ensuring smooth financial transactions.
- Comprehensive Due Diligence: Lawyers can perform thorough due diligence checks on beneficiaries, including AML, IVA, bankruptcy, sanctions, and PEP screenings, all within SenseCheck.
Our Technology
Purpose built to ensure immediate and confidential access for all related parties, while providing bank verification, AML checks and a structured workflow to help ensure compliance with legal and regulatory requirements.
- 99.9% Uptime
We chose to build on Microsoft Azure for a reason. Due to the architecture of the deployed solution we are covered by Microsoft’s standard 99.9% SLA for service uptime.
- Penetration Testing
SenseCheck is tested quarterly to ensure that high security standards are maintained, which significantly reduces the risk that this site will be compromised and credit card or other sensitive data will be stolen or misused.
- Encryption
Encryption available up to AES 256 level. Communication between the app service and database servers is via a dedicated secure connection. All data is encrypted at rest and in transit.
Our leadership team
We are a team of professionals with decades of experience in relevant sectors.
Nigel Jesson
Director
George Stark
Director
Richard Payne-Gill
Investor/Advisor
Neil Kirk
Director
Keith Organ
Chief Technology Officer
Paul Telford
Solutions Architect
What can happen next?
We can help charities and lawyers to communicate with each other in a secure, auditable and easy way, making the whole process more efficient.
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Discuss
We're always happy to chat through things, just complete the enquiry form and we will be in touch
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Demo
We can set up short demonstrations to see how the platform can help you
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Video
We know you are busy and we can direct you to short videos to help you see how things work
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Trial
We offer a trials of our platform so you can see it in action