In development
Clinical wills,
handled with care.
A clinical will sets out who steps in, and how your client records are looked after, if you die or can no longer practise. Having one in place is increasingly part of practising responsibly.
We're building a clinical will service that fits alongside your existing PolicyDiary compliance — the same plain-English approach, none of the legal wrangling. Register your interest and we'll let you know the moment it's ready.
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Name who steps in
Nominate a trusted colleague or executor to take over responsibly if you die or can no longer practise.
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Clear instructions for client records
Set out how your notes and client information should be accessed, protected, and eventually closed down.
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Written to professional standards
Framed around the expectations of your professional body, so it sits comfortably alongside your ethical obligations.
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Kept with your compliance
Stored and maintained in the same place as your PolicyDiary documents — reviewed and updated as things change.
Register your interest
Be first to know when it's ready.
Leave your details and we'll let you know when the clinical will service launches. No spam — just this.