Personal legal matters
The things that arrive once or twice in a life and need to be done correctly the first time.
- Contracts and agreements reviewed
- Property purchase and sale
- Wills and estate administration
- Disputes and formal correspondence
A legal and financial practice whose clients follow every matter, document and deadline from their phone.
Where matters are opened, read, argued over and closed.
Every file we open for you appears with its current stage, the adviser handling it and what the matter is waiting on.
Upload a contract, a statement or a signed form straight to your file. Nothing travels as an ordinary email attachment.
Open consultation slots with your adviser are visible in the app. Choose one and it goes directly into our diary.
Messages reach the person on your matter and sit with the file they relate to, so nothing has to be explained twice.
Each bill itemises the work behind it and can be paid from the same screen you read it on.
Filing dates, response windows and renewal dates reach you as reminders rather than as a letter after the fact.
Halvorsen & Reid is a partnership of legal and financial advisers acting for individuals and small businesses. Most of what we do is unglamorous and consequential: a company structured properly at the start, a contract read before it is signed, an estate administered without a family falling out, accounts filed on the day they are due.
Every enquiry is read by a partner, who decides whether it is a matter the practice should take and who should carry it. You are given one adviser and one point of contact, and the app simply makes that relationship visible between meetings — the file, the documents, the next date, the bill.
Where a matter has both a legal and a financial side — a business sale, a succession, a restructure — the same team coordinates both, so the advice does not arrive contradicting itself.
Ask for any of these by name when you make an enquiry.
The things that arrive once or twice in a life and need to be done correctly the first time.
Ongoing advice for owner-managed companies, with the same adviser from one year to the next.
Filing kept on time, with the deadlines pushed to your phone before they become a problem.
Arranging what happens next, for a family or for a business, while there is still time to arrange it.
Every engagement begins with a consultation. Scope and the basis of fees are agreed in writing before any work starts.
I could see which stage the sale had reached without ringing to ask. When something needed signing it was waiting in the app, with a note explaining why.
They set the company up and then kept the contracts tidy. Messages go to the same adviser every time, which is the part I did not expect to value as much as I do.
The invoices itemise the work, so I knew what I was paying for. I still prefer to talk things through in person, and that has never been a problem here.
The app is for clients of the practice. If you are enquiring for the first time, start with a consultation; access is set up once we are formally engaged on a matter.
The advisers working on your matter and the staff supporting them. Documents are held with your file in the practice's systems rather than passed around as email attachments.
Yes. The app is an additional way to reach us, not a replacement for either. Clients who prefer paper correspondence and scheduled calls are looked after exactly as before.
We listen to the position, say plainly whether it is a matter this practice should take, and set out the likely steps, the timescales and the basis of our fees in writing before anything begins.
Often, and that is the point of a combined practice. Where a matter touches both — a business sale, an estate, a restructure — the same team coordinates them.
Tell us briefly what the matter is. You do not need to send documents yet.
Someone from the practice will be in touch with you shortly.
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