Blackfinch Group has acquired legal technology businesses Lawdable and Wenup, expanding its technology-enabled support for advisers and their clients.
Lawdable by Blackfinch (Lawdable) will help advisers connect clients with legal expertise when planning conversations uncover a need for support. From wills and trusts to family wealth, property ownership, inheritance, gifting and separation agreements, the platform, which will be launching to the adviser community this summer, is designed to make legal planning clearer, faster and easier to act on.
Wenup, Lawdable’s direct-to-consumer platform, focuses on pre-nuptial, post-nuptial and cohabitation agreements. Its early success has shown clear demand for a more modern, digital-first route to legal support, especially where sensitive personal and family matters are involved.
This acquisition marks the next step in Blackfinch’s technology-enabled personal finance journey. Over the last two years, the Group has increased its focus on using technology and artificial intelligence (AI) to make important areas of planning more accessible, while keeping expert support at the heart of the process.
That journey began with Thrive, Blackfinch’s employee financial wellbeing platform, which showed how Blackfinch could combine industry expertise with growing technology and AI capabilities to support people in a more practical way.
Lawdable will take that same thinking into legal planning, using a trained AI paralegal to gather key information and support the creation of legal documents before Solicitors Regulation Authority (SRA)-regulated legal professionals review them for quality, accuracy and consistency. Advisers will be able to introduce clients to legal support through a clear process, while legal responsibility stays with the legal professionals, and the client relationship stays with the adviser.
Blackfinch believes this is where technology can make the biggest difference: not by replacing people, but by helping them go further. Whether through an AI coach supporting financial coaches, or an AI paralegal supporting legal professionals, the aim is to offer the best of both worlds: digital speed, clarity and convenience, alongside human oversight and trusted relationships.
Richard Cook, Founder and Chief Executive Officer of Blackfinch Group, said: “Blackfinch has always adapted and evolved around the needs of advisers and their clients. Increasingly, that means investing in technology that makes important areas of planning easier to access, understand, and act on.
Thrive was our first major step in that direction and Lawdable by Blackfinch is the next. It brings that same thinking into legal planning, helping advisers move beyond slow referral routes, gain clearer insight into wider client needs, and keep more joined-up planning conversations moving.
This acquisition strengthens the support we offer advisers, reflects our future growth direction and gives advice firms another way to help clients across more of the planning journey.”
For advisers, Lawdable is designed to empower firms to support clients more efficiently when legal planning needs arise, without taking on legal advice or handing over the client relationship. By replacing slow or disconnected referral routes with a structured process, it can help firms speed up document gathering, reduce administration and keep planning conversations moving.
The platform will help advisers offer more to clients across the full advice lifecycle, from early planning conversations through to key moments involving family, property, inheritance and wealth transfer. It gives firms a practical way to differentiate their service in a market where client needs are becoming broader and more complex.
With Consumer Duty requirements front of mind, Lawdable will support better client outcomes by giving clients clearer information, transparent costs and a guided route to specialist support. It also helps maintain the right boundaries between Financial Conduct Authority (FCA)-regulated financial advice and SRA-regulated legal advice.
Blackfinch’s adviser research showed that firms want expertise and value from a legal planning route. Regulated lawyer oversight was cited by 78% of advisers as a priority, while 71% highlighted strong client pricing as a key need. Lawdable is designed to address both, with legal expertise built into the process and costs made clear from the outset.
James Brookner, Co-Founder of Lawdable, said: “Wenup’s success has shown clear demand for a more modern way to access legal services, particularly when the journey is guided, transparent, and supported by professional expertise.
Lawdable builds on that demand and applies it to a wider set of planning needs. Becoming part of Blackfinch Group gives us the platform to take that further, using its established adviser relationships to reach more firms and support more clients.
Blackfinch understands advisers, understands the planning market and shares our belief that legal support can be delivered in a more practical way. That makes it a natural home for Lawdable as we move into the next stage of growth.”
Complementing James’s commercial and product experience, Mohsin Zaidi, Co-Founder of Lawdable, has brought significant legal expertise to the business and helped ensure human expertise remained central to the platform.
As a former solicitor and barrister, Mohsin spent 13 years as a litigator, with experience at international law firm Linklaters, the UK Supreme Court as a Judicial Assistant, and the Bar at leading criminal chambers.
His legal background has helped shape Lawdable’s approach: using technology to make legal planning easier to start and simpler to follow, while ensuring clients could still benefit from the judgement, care and oversight that legal matters require.
For Blackfinch, the acquisition reflects the central role advisers play in the Group’s continued evolution. At its core, this acquisition is about relationships. The relationship between AI and human expertise, the relationship between legal planning and financial planning, and most importantly the relationship between advisers and their clients.
Lawdable by Blackfinch is designed to connect those relationships more tightly, bringing together technology, legal expertise and adviser-led planning in a way that helps Blackfinch provide more practical support to advice firms, while helping advisers do more for their clients.