Apply for the closed beta.
Help shape the workflow.

Cohort 1 applications are open to UK advice professionals. Tell us about your firm and the role you would play in the evaluation, and we will contact you about the next available place.

• Beta access is free, by invitation, and runs for a two-week evaluation window.
• Active participation includes at least three eligible real client cases — or a substitute or reduced-detail case agreed with us where a real case can’t be entered compliantly — plus substantive feedback.
• During beta, minimise client identifiers and do not enter special-category data. Full conditions are in the Beta Programme Agreement.
• Before your workspace opens, an authorised representative accepts three documents online — each published in full on this site.
• No client data is needed to request access, and your details are used only to respond to your request, as described in the Privacy Notice.