• Save time on admin by introducing a single point of contact for legal structure and document workflows.
• Cut time spent on admin by over 50% and save resources.
• Enhance your capacity to grow your business.

How we do it

Acquire new families
Enable prospective families to feel what it will be like to work with you. Abandon static powerpoints and use an interactive tool to leave a lasting, digital first impression. Win new families using actions instead of words and white-label ORCA to stand out from the competition even more.

Grow existing mandates
Enable families to see the value you can add. Walk them through an interactive view of their life and legacy, and use it to have a dynamic discussion about all of the ways you can help. Create actionable to-do’s the moment they are proposed and track them until their completion in ORCA.

Guarantee high standards
Avoid room for human error and guarantee impeccable service quality by codifying your standard operating procedures in ORCA. Enable your growing team to seamlessly get up-to-speed with the complex, nuanced details of every client and immediately add value.