FirstClass Web brings together a core set of features in a user-friendly interface, accessible anywhere via a web browser. Designed for charities who receive a smaller number of legacies and are looking to manage those legacies efficiently and realise the greatest income for their cause.

FirstClass is the UK’s leading legacy management software. Originally designed by a group of six charities over 20 years ago, FirstClass has been continually developed and improved, and along with FirstClass Web, there are nearly 100 not-for-profit organisations using it today. With FirstClass, Clear offers a professional, efficient and easy to use program which offers a large number of benefits to charities in managing their legacy process.

We know that no matter the size, every charity needs effective legacy management. Running reports and reviewing data through a spreadsheet can be problematic and we don’t believe smaller charities should have to deal with this. That is why, using our many years of experience developing legacy management software, we have developed an application that allows smaller charities, on a limited budget, access to the features they need to manage their legacies.

FirstClass Web is accessed through an online platform, with no software to install. Alongside the standard legacy information, FirstClass Web allows you to record legacy income, estimates, reviews, contacts and a complete contact history. This data can then be used to easily generate comprehensive reports.

FirstClass Web uses the same database as our other FirstClass products, so upgrading is straight forward to do – as your charity legacy income increases, FirstClass can grow with you.

Our aim is to make professional legacy management accessible for all, and with our existing FirstClass applications, FirstClass Web helps us to achieve that.

  • Built specifically with small charities in mind

    FirstClass Web has all the features needed for a smaller organisation looking for an accessible solution to their legacy management needs. It is intuitive and easy to use, offering a low-cost annual subscription and free support.

  • Dashboard

    The Dashboard provides a quick and easy picture of your recent legacy performance.

  • Reports

    FirstClass Web produces a core set of financial and managerial reports.

  • Web browser based

    As the program is web browser based it can be accessed online via any suitable PC, especially useful for those who work from home or travel out of office frequently.

  • Legacy administration

    FirstClass is quick and easy to use – legacy officers find FirstClass intuitive and a real benefit.

  • Added value

    Skilled legacy administrators ‘add value’ to their legacy income by completing their job to a high standard and by using FirstClass, administrators will increase this value. A number of charities have attempted to quantify the value added by trained legacy officers using effective legacy systems, generating a figure between 5% and 8%.

We have an exciting offer from Legacy Link for all new FirstClass Web customers.

Legacy Link are offering complimentary access to its Legacy Helpdesk for the first 3 months of a new FirstClass Web licence being taken out. This service puts the charity in contact with one of their experienced legacy managers, who will be on hand to respond to any questions relating to the estate administration process.

The offer is for a maximum of 5 tickets over the 3 month period, allowing the charity to receive support and guidance from their team, with a 24-hour turnaround time.

The Legacy Helpdesk is ideal for charities that have the capacity to manage their legacy administration in house, but need occasional support on specific and complicated legacy cases.

Examples of how to use the Legacy Helpdesk
  • Carry out inheritance tax calculations to ensure the right amount of tax is being calculated
  • A second opinion on a complicated matter before seeking legal advice
  • Explaining complicated Will clauses
  • Reviewing and challenging executor expenses
  • Advice before agreeing to sign indemnities

To find out more information about Legacy Link and their Legacy Helpdesk, visit
legacy-link.co.uk/helpdesk

Not sure if FirstClass Web is for you?

If you would like to try FirstClass Web, we are happy to offer you a no obligation 30-day trial, completely free of charge. Please ask us for further details.

For more information on FirstClass Web, please see the documents in the resources section.

Other FirstClass Versions

At a glance

Search and view the legacies, income and reviews

Ability to export to a CSV file

Record information about a person, organisation or employee using the Contact Wizard

Manually create contact history records to record all communication associated with a legacy

View a snapshot of your recent legacy performance using key performance indicators

Record an estimate against each legacy to show how much income your charity is expecting to receive

Record multiple income receipts against each legacy

Use the Manage Income browser to see the income your charity has received over a given period

Easily add a new legacy including address details, key dates and probate details

Key number of built in reports are available

Reports can be printed or exported to a CSV file

Record a review against each legacy

Use the Manage Reviews browser to see the position of all reviews