Turn your report into a practical preparation checklist.
Readiness helps you organise what is known, missing, unclear and needs checking after you unlock a KinClarity report.
- 30-day access after purchase
- Checklist based on report themes
- Known, missing and unclear tracking
- Printable exports for your records
Add-ons are optional after you unlock a report. They help organise preparation and follow-through. They do not provide legal advice, make decisions for you, or predict outcomes.
You have the report. Now you need to keep track of what happens next.
I do not want the report to sit unused.
I need to know what is known, missing or unclear.
I want a checklist I can export or share.
I need to keep momentum after the first few days.
Who Readiness is for
- You want a user-led preparation workspace (manual tracking)
- You want to record what's known, missing, unclear, and needs checking
- You prefer to own the checklist and use exports for your records
- You want something you can print and keep for your own records
What you get
Preparation and verification workspace
A user-led workspace to manually track what's known, missing, unclear, and needs checking. The dashboard supports you with a structured checklist based on your report.
Documents to gather
A practical list of documents and evidence to locate, plus guidance on what to do if something is missing.
Manual progress tracking
You mark tasks and documents as done or missing. Exports reflect your updates for your own records.
Printable exports
Download a printable checklist (PDF/Word/Excel) to keep on your computer, share with family, or take to appointments.
Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.
Choose Readiness if
Choose Readiness if you want a 30-day checklist to organise what is known, missing or unclear after your report.
Choose Execution if
Choose Execution if you need a 90-day workspace for longer follow-through, stalled items and progress visibility.
Readiness vs Execution
Readiness is manual-based tracking; Execution is computer-based tracking with the dashboard as source of truth. Here's how they compare:
| Readiness | Execution | |
|---|---|---|
| Best for | 30-day preparation after report unlock | Longer timelines with multiple tasks or documents |
| Time horizon | 30 days | 90 days |
| Tracking model | You lead; checklist and exports support preparation | Dashboard-led tracking across tasks and documents |
| Dashboard role | Supports your checklist progress | Source of truth for status and follow-through |
| Exports | Printable checklist (PDF, Word, Excel) | Printable checklist plus status summary exports |
| Progress visibility | Yes — known, missing, unclear items | Yes — plus stalled-item visibility |
| Follow-through prompts | Light prompts during 30-day access | Follow-through prompts where available |
| Stalled items | Manual tracking | Dashboard highlights stalled items |
| Example use case | Gather documents before a solicitor appointment | Manage estate admin over several weeks or months |
Current feature availability
Some workflows are already available; others are being expanded. Each example is labelled clearly so you know what is usable today.
- Checklist and export workflows — available on both add-ons
- Known, missing and unclear item tracking — available
- Dashboard progress visibility — available
- Stalled-item visibility and follow-through prompts — strongest on Execution
- Reminder features — expanding; labelled in product where partial
What you get
Preparation and verification workspace
A user-led workspace to manually track what's known, missing, unclear, and needs checking. The dashboard supports you with a structured checklist based on your report.
Documents to gather
A practical list of documents and evidence to locate, plus guidance on what to do if something is missing.
Manual progress tracking
You mark tasks and documents as done or missing. Exports reflect your updates for your own records.
Printable exports
Download a printable checklist (PDF/Word/Excel) to keep on your computer, share with family, or take to appointments.
How access works
- One-off pass with 30 days access from purchase
- You can export your checklist for your records at any time during access
- If your access expires, you can buy another pass later if needed
Privacy & data
- We minimise data, avoid storing unnecessary personal information, and design for safety and clarity.
- Clear pricing. Clear access periods. You can export your checklist for your own records.
- Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.
Frequently asked questions
Do I need Readiness to use my report?
No. Readiness is optional. It's for people who want a structured checklist, document list, and progress tracking after they unlock their report.
Is Readiness legal advice?
No. It provides information and organisation tools. If you need legal advice, speak to a qualified solicitor.
Can I print or save what I've done?
Yes. You can export a printable checklist (PDF/Word/Excel) during your access period.
What happens after 30 days?
Access expires. If you still want the tool later, you can purchase again. Your exported files remain on your computer.
Sample workflows
Each example is labelled by what’s in the dashboard today: Available now, Partially available, or Planned.
Available now = usable in the dashboard today. Partially available = some support exists; the fuller workflow is still in progress. Planned = not yet available in the dashboard.
These are a small selection of decision-useful examples. Availability reflects current dashboard support; we’re adding more over time. Your add-on includes many more workflows, prompts, and exports tailored to your report.
Document checklist and gaps
Supported today through document status in the dashboard (missing, requested, provided) and checklist export with who provides each document and typical turnaround. A full request list with follow-up dates is planned.
Best for:
- When missing documents commonly slow the process
- When you need to track what you have vs what's needed
Example tasks:
- List the documents you already have (what, where, who holds them)
- Flag missing originals vs certified copies
+ 8 more in the add-on
Example outputs:
- Document pack index
+ 4 more in the add-on
Evidence readiness checklist
Partly supported through evidence notes and chronology in some checklist anchors and exports. A dedicated evidence index and correspondence log in the dashboard is planned.
Best for:
- When you may need to show what was done and why
- When evidence is scattered across emails, letters, and files
Example tasks:
- Capture key correspondence
- Record decisions and reasons
+ 4 more in the add-on
Example outputs:
- Evidence index
+ 2 more in the add-on
Top risk themes to address first
Partly supported through risk-driven checklist and report content. A dedicated theme action plan and owner/date tracker in the dashboard is planned.
Best for:
- When a few themes drive most of the risk
- When you need to prioritise actions
Example tasks:
- List your top themes
- Identify what would reduce each theme
+ 4 more in the add-on
Example outputs:
- Theme action plan
+ 2 more in the add-on
Showing 3 of 6 example workflows
Add-ons are optional after you unlock a report. They help organise preparation and follow-through. They do not provide legal advice, make decisions for you, or predict outcomes.
Important: This service provides information and guidance only. It does not provide legal advice.