One client record
Clients and their billing history come straight from Xero, with fact find, documents and referral history in the same place.
weeplifyby Wee Partners · Group intelligence
weeplify · Four businesses. One client view.
Turn trusted advice into a connected practice.
Manage clients and engagement letters, surface overlooked needs, and move every referral to a clear outcome.
Enter the workspaceOpportunities spotted for you
Fact find answers auto-flag wills, super reviews, income protection, mortgage reviews and investment reviews — with a manual checklist to override.
Referrals that get followed up
Send an opportunity to the right business in one click and watch it through to won or lost.
Engagement letters on tap
Templates with merge fields, generated per client, tracked from draft to signed.
