Lumina Consultancy Launch Secure Virtual Client Meeting System - "inSitu"

Lumina Consultancy have always aimed to establish long-lasting and collaborative relationships with our clients. When the effects of COVID-19 became clear, Estate & Succession Planning asked us to help them navigate this new business environment.
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Edinburgh - Edinburgh - Scotland


EDINBURGH, Scotland - April 24, 2020 - PRLog -- Estate & Succession Planning, are a professional, solicitor-backed legal services firm who deal in Wills, Trusts, Powers of Attorney other legal issues. Principal Consultant of ESP, John Gray approached us early on in this lockdown with real concerns of how his business could continue to operate in a world where physical contact had to be limited.

Mr Gray said "Law is personal. The practice I run has always had human interaction and connection at its core. The social distancing regulations make my work pretty tough. Engaging in a conversation regarding an individual estate plans after death is challenging at the best of times, being unable to meet them only makes it more difficult. I deal with clients of all ages, some who do not find technology the easiest and most trustworthy to use. We also had our own concerns about the big names in the online video conferencing world, and could not entrust confidential client meetings to these places. Having exhausted our internal options - we turned to Lumina for solutions we hadn't considered."

As part of our partnership with Estate & Succession Planning, Lumina quickly developed a simple, easy to use web space where clients can contact their firm. Moving on quickly from this first step we then created a bespoke online conferencing facility; hosted on UK servers; with a secure and easy to use User Interface.

In Situ is a secure online client meeting and document management facility which allows practitioners to engage with clients via a secure internet connection, sharing documents and giving instructions in a safe environment. Estate & Succession Planning retain full control over all of their client documents and meeting recordings - we keep out the threats that are more prevalent than ever in the online world.

Our market forecasters predict lockdown will continue in at least some form for the foreseeable future, inSitu is the way we can help keep your business on track. To be clear, this is not a cynical attempt to cash in on the current crisis - rather a genuine attempt from one business owner to another, to help keep us all running.

If you have any questions, or to subscribe in our trial - message us here, contact Ian Wild, MD, Lumina Consulting, or visit

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Lumina Consultancy Limited
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