FirstClass Cloud offers the same features and usability found on the in-house version but installed on Clear’s secure Microsoft Azure platform, accessed online via any suitable PC.

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 over 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.

As with all other versions of FirstClass, FirstClass Cloud manages the intricacies of the legacy process and has been designed to be a professional, affordable and cost-effective tool for charities seeking to maximise their income stream from legacies. With the Cloud version, Clear install FirstClass and all the related software on our own secure online Microsoft Azure platform.  Clear manage the upkeep of the servers, including backups, with little or no IT support required from your IT team. FirstClass Cloud also allows connections from different locations so it is especially useful for those who work from home or travel out of office frequently.

  • Secure, managed servers

    Clear manage the upkeep of the servers, including backups, with little or no IT support required from your IT team.

  • Rapid access to legacy records

    FirstClass is used to keep track of all charitable legacies due and received, providing instant access to pipeline information whenever it’s needed.

  • Comprehensive contact history

    A complete contact history is maintained for each legacy, which can be updated each time a new communication is sent or received.

  • Notification wizard

    The Notification Wizard provides a simple step by step process to take you carefully through the full process of recording a new notification. The wizard has built in processes to help prevent duplicate records from being entered. It also works with Smee and Ford electronic data and can link into your charity’s CRM.

  • Income, expenditure and estimates

    FirstClass offers you the ability to record both income and expenditure against each legacy. A history of estimated values can be entered for each legacy along with associated expected income records.

  • Unlimited customisable standard letters and emails

    FirstClass includes the ability to use standard letter and email templates, which can be tailored to suit any circumstances to ensure that communications are ‘in brand’ and have the correct tone. Digital signatures can be stored in FirstClass and used within the templates.

  • Reports

    FirstClass offers an extensive set of built-in financial and managerial reports

  • Dashboard

    The Dashboard provides a quick and easy picture of your recent legacy performance. It shows a breakdown of your Income, Targets and Notifications as Month to Date (MTD) and Year to Date (YTD) and the Total Balance Outstanding. A chart shows your income received in the last 12 months against targets that have been set.

  • Timeline

    A tabular timeline view is available which shows the progress of the administration of each legacy including key milestones in the past, such as probate date, and also important dates in the future, such as forthcoming reviews and expected income.

  • Add modules at ease

    A number of modules are available to purchase to work within the FirstClass system including Legacy Prospects, In Memoriam, CRM Integration (only available for cloud-based CRMs) and Will Scheme.

  • Add features and services

    Clear can also provide a number of tools and services to work alongside FirstClass including Data Imports, Data Exports, Data Migration and easy Legacy Monitor data generation. Additional costs may apply.

  • Increased accessibility

    As FirstClass is stored on our secure online Microsoft Azure platform, 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.

  • Management reporting

    FirstClass will improve the speed and accuracy of reporting and forecasting allowing for more advanced analysis of legacy income.

  • 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%.

For more information on FirstClass Cloud and available modules, please see the documents in the resources section.

Other FirstClass Versions

At a glance

Including details of shares, cash, investments, properties and other assets

Asset and Liabilities

Estate Accounts (draft and final)

IHT Calculator

Lay and professional contacts

Relationship with Legator

Split income and expenditure between legacies

Multiple legacy elements associated with each legator

User definable legacy types

Legacy status of open, closed or dormant

History of estimated values and expected income

Important dates such as Last Will Date, Codicil Date, Probate Date, Date Notified etc

Multiple addresses

Aliases to record other names that the person may also be known as

Reviews Dashboard to show position of all reviews

Relationship with Legator

Quick open

Recently used

Setting default categories in browsers and reports

Adding favourites to the Home screen

Built-in report to provide data for the HMRC website

Up to 30 built in browser allowing users to interrogate data

Many built in reports

Info Headers to quickly draw your attention to important information

Timeline – tabular representation of the progress of the administration of an estate

New manual notifications

Creating letters

Sending emails

Electronic notifications