For CTT advisors & their clients
Legacy Live
The live workspace where CTT advisors and their clients plan, review and protect what matters — together, in real time.
Advisor workspace
A focused command centre for CTT advisors — manage clients, cases and documents in one place.
Client portal
Give clients a clear, friendly window into their plans, actions and shared documents.
Live collaboration
Meet, review and sign together in real time — no more chasing email threads.