legalhelp.

Product Build & Risk Register · v5 · May 2026 · Internal

Product Build
& Risk Register.

A categorisation reference for the 63 candidate products. Build category, regulatory category, attractiveness score — for every product. Group-level park/go decisions. Marketing emphasis explicitly deferred.

Build wide, market narrow. Most products are technically easy to build (template letter + agreement with e-sign + diagnostic). The harder builds concentrate in four product groups — court-form work, wills, witnessing operations, external form-fill — each with a single park/go switch.

Author

Edward Barroll Brown

Date

21 May 2026 · Version 5

Slug

opening-portfolio-research-2026-05

legalhelp.

02 The whole document, on one slide

TL;DR — three paragraphs.

What this is. What's easy. Where the decisions are.

01

What this is

A categorisation register for the 63 candidate Legalhelp products. Every candidate mapped to a build category (B1–B6), a regulatory category (🟢 / 🟡 / 🟠 / 🔴 from [[regulatory-stance]] v3), and an attractiveness score (7-axis). The portfolio framing here is build wide, market narrow — we build what's buildable; marketing emphasis is deferred until product + channel testing.

02

What's easy to build

~43 of 63 fall in B1 (template letter) + B2 (template agreement + e-sign) + B3 (diagnostic) — easy in the main. The harder builds concentrate in four buckets: B4 external form-fill (CCD cluster, LPA, tribunal packs, IPO filing); B5 wet-ink / witnessing (Wills, LPAs, deeds — operational tail); B6 Wills premium accuracy (uniquely high accuracy bar); the orthogonal CRR flag overlays on B4 court-form products (counsel review before live launch).

03

Where the decisions are

Eight decision groups — clusters of products that face the same park/go question. Each group has a single switch: yes, the whole group is in scope; no, the whole group parks. Groups A conduct-of-defence · B wet-ink/witnessing operation · C B2B/SME · D sensitive personal agreements · E employment grievance reframe · F tribunal packs · G reserved-instrument deeds · H consumer-harm-risk. 26 of 63 products sit inside group switches.

TL;DRSlides 03–04 framework · 05–06 build · 07–13 master register · 14–17 scoring · 18 research map · 19–20 decision groups · 21 marketing

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03 The plan

Build wide. Market narrow. Decide groups, not products.

Most products are technically easy to build, so build capacity isn't the cut. The cut is which products get visible marketing emphasis at launch — and that decision waits for evidence.

Pillar 1

Build wide.

Everything that clears the regulatory perimeter and readiness gates ships into the platform.

~43 of 63 candidates sit in the easy build buckets (B1 template letter · B2 template agreement + e-sign · B3 diagnostic). The harder builds — court-form work, wills accuracy, witnessing operations, external form-fill — are concentrated and named.

Pillar 2

Market narrow at first.

A handful of products carry the visible launch story. Marketing emphasis expands as testing confirms.

Which products do we push hardest? Deferred until we have:

Product testing results (ARC accuracy per product)
Channel testing results (SEO / social / partner / Rob)
Rob amplification fit confirmation
Funnel evidence (Free → Freemium → Premium)

Attractiveness scoring (§14–17) is the input signal — not a current cut.

Pillar 3

Decide groups, not products.

Park / go decisions happen at group level — clusters of products that face the same regulatory, operational or brand question. Each group has a single switch.

Eight decision groups in §19–20 carry the in-scope toggles: A conduct-of-defence · B wet-ink operation · C B2B/SME · D sensitive personal · E grievance reframe · F tribunal packs · G reserved-instrument deeds · H consumer-harm-risk.

"Park the defence cluster" — not "drop CCD."

Slide 03 of 23 · The planThree pillars: build wide · market narrow · decide groups.

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04 Three orthogonal dimensions

Categorisation framework.

Every candidate gets three labels: build category (technical complexity), regulatory category (perimeter from regulatory-stance v3), and attractiveness score (7-axis signal for eventual marketing-emphasis decision).

Dimension 1

Build category (B1–B6 + CRR).

B1 — Template letter. User sends from own email. Easiest.

B2 — Template agreement + e-sign. Easy — we have e-sign.

B3 — Diagnostic / decision tree. Moderate.

B4 — External form-fill. Court / OPG / FCA / IPO. Harder.

B5 — Wet-ink / witnessing. Offline workflow. Operational tail.

B6 — Premium accuracy (Wills). Uniquely high accuracy bar.

CRR flag (overlay): Counsel-Review Required before live launch — defendant-side court-form (CCD, CCJ set-aside, DQ, triage).

Dimension 2

Regulatory category.

Lifted from regulatory-stance v3 Slides 22–23 (the product map mapped to regulators).

🟢 Green LSA + FCA clear. Standard self-help framing.

🟡 Yellow (G2y) FCA-CMC sector watchpoint. Template-only safe; claim-advice regulated.

🟠 Orange (CRR) Conduct-of-litigation grey. Defence products + counsel.

🔴 Red Reserved-instrument inside (bespoke deeds) or out-of-scope (grant papers).

Dimension 3

Attractiveness score (input signal).

Seven axes, 1–5 each. Sum = total (max 35).

A1 — TAM × txn value
A2 — Demand intensity
A3 — Repeat-use shape
A4 — Cross-sell adjacency
A5 — Competitor density
A6 — Rob endorsement fit
A7 — Registered-data value

The score signals where to invest marketing dollars when we decide. It does not drive any current cut. Build is wider than marketing.

Slide 04 of 23 · Categorisation frameworkBuild categories: wiki §3 · Regulatory categories: wiki §4 + [[regulatory-stance]] v3 · Scoring: wiki §5.

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05 Build register · easy buckets

B1 + B2 + B3 — ~43 products, easy in the main.

Template letters (user sends), template agreements with e-signature, and diagnostics. Minimal architecture investment. Most of the portfolio sits here.

B1

Template letter

19

Generate letter content; user sends from own email or post. Minimal infrastructure: text generation + cloud storage.

Examples: parking · GDPR SAR · S21 letter · faulty goods · LBA response · DWP/PIP · debt-statute-barred · letter of wishes · funeral preferences.

B2

Template agreement + e-signature

13

Generate document, in-product e-sign flow. Easy — we have e-signature. The casual-contracts cluster sits here.

Examples: builder mock-up · builder variation-order · personal loan · IOU · freelance · NDA · lodger · car sale · cohabitation · prenup · SME contracts.

B3

Diagnostic / decision tree

11

Guided Q&A producing personalised report. Moderate — structured UI work. Cross-sell hubs into paid products.

Examples: will checker · estate planning readiness · LPA readiness · Personal Legal MOT · council tax band check · tenancy dispute scanner · employment grievance (G2y) · county court triage (CRR).

"Easy in the main." ~43 of 63 candidates sit in B1/B2/B3. Most can be built with current architecture plus light extension (multi-clause e-signature scope-out for B2; diagnostic-tree framework for B3). Pablo to confirm specific scope for the casual-contracts e-signature variant.

Slide 05 of 23 · Build · easyBuild counts: B1=19 · B2=13 · B3=11 (overlaps counted once in master register).

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06 Build register · harder buckets

B4 + B5 + B6 — where the technical hurdles concentrate.

External form-fill (court forms, OPG, IPO), wet-ink / witnessing operations, and the uniquely high accuracy bar for Wills.

B4

External form-fill

8

Fill an external form (court, OPG, FCA, IPO) with structured guidance per field. Technically harder — generic form-fill involves judgement-per-field and external-system handoff. Subset (CCD cluster) carries CRR flag.

Examples: LPA (LP1F/LP1H) · trademark filing (TM3) · SEND tribunal pack · CCD CRR · CCJ set-aside CRR · DQ CRR.

B5

Wet-ink / witnessing required

7

Needs offline workflow infrastructure (witness operation, commissioner of oaths). Operational tail. The witnessing operation is in flight per goals-and-strategy.

Examples: Wills · LPA (certificate provider) · statutory declaration · deeds (variation / trust) · codicil · general power of attorney.

B6

Premium accuracy (Wills)

1

Uniquely high accuracy bar. Invalidity-risk consequences are serious — defective will = testator's wishes unenforceable, family disputes downstream. Effectively its own bucket on top of B5.

Member: Wills (G3). Validation framework + senior-practitioner-review burden the dominant constraints.

CRR overlay

Counsel-Review Required

4

Per-product flag (not a hygiene fail). Applies to defendant-side court-form products needing external regulatory counsel review before live launch per regulatory-stance Slide 14.

Flagged: county court triage (B3) · CCD (B4) · CCJ set-aside (B4) · DQ (B4).

Slide 06 of 23 · Build · harderBuild counts: B4=8 · B5=7 · B6=1 · CRR flag=4 (B5 + B6 overlap on Wills; B3+B4 + CRR overlap on the defence cluster).

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07 Master register · Selected (Sorted side)

12 Sorted-side selected products.

The Sorted-side cluster of the top tier (score ≥ 25). Casual contracts (Rob 19 May named), the estate spine, and the cross-area diagnostic. ACT-side selected is on slide 08.

#	Product	Build	Reg	Score	Notes
Casual-contracts cluster · 5 products Tier 01 Free · B2 e-signed · Rob 19 May named
40	Builder mock-up contract	B2	🟢	30	Rob 19 May named primary; freemium membership hub
41	Builder variation-order tool	B2	🟢	29	Rob 19 May named; monthly-recurring-use anchor
14	Personal loan agreement	B2	🟢	28	Friends/family/non-business framing
13	IOU / promissory note	B2	🟢	25	Anchors e-signature flow
42	Freelance / contractor agreement	B2	🟢	25	IR35 disclaimer
Estate spine · 6 products Tier 02 + Tier 03 · the strongest commercial spine
25	Wills (G3)	B5+B6	🟢	29	Front of launch story
17	Will checker (G2)	B3	🟢	28	Highest-leverage freemium
19	Estate planning readiness	B3	🟢	27	Cross-sell hub
60	Estate Kit (referral)	comp	🟢	27	Referral engine
27	Estate planning bundle	comp	🟢	27	Wills + LPA + letters
26	LPA (G3)	B4+B5	🟢	26	OPG handoff + witnessing
Cross-area diagnostic · 1 product Tier 02 Freemium · referral-style
61	Personal Legal MOT	B3	🟢	25	Cross-area diagnostic

Slide 07 of 23 · Selected · Sorted (12)ACT-side selected on slide 08. Within categories, sorted by attractiveness score descending.

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08 Master register · Selected (ACT side)

11 ACT-side selected products.

The ACT-side cluster of the top tier. Defence cluster (CRR), Rob-audience packs, high-volume pre-action letters, and the FCA-watchpoint diagnostic. Sorted-side on slide 07.

#	Product	Build	Reg	Score	Notes
Defence cluster (CRR) · 3 products Defendant-side court-form · external counsel before live launch
39	County court triage (reframed)	B3	🟠 CRR	29	Procedural eligibility, not claim-merits
35	CCD (county court defence)	B4	🟠 CRR	28	Defendant-side flagship — no UK SoloSuit
36	CCJ set-aside (N244)	B4	🟠 CRR	27	Post-judgment remedial
Rob-audience packs · 2 products Tier 03 Premium · Rob's audience-signal flagships
53	SEND tribunal pack	B4	🟢	27	Sch.2 para.4(2) tribunal carve-out · G6 panel burden
55	Neighbour dispute pack	comp	🟢	25	Pre-action; outside reserved & CMC
Pre-action consumer letters · 5 products Tier 01 Free · template + user sends
1	Parking-ticket challenge	B1	🟢	28	Already built (parking-defence)
2	GDPR SAR letter	B1	🟢	25	ICO statutory regime
5	Section 21 validity check	B3+B1	🟢	25	Diagnostic + letter
6	Flight delay (EU261)	B1	🟢	25	Template + flat fee only
7	Faulty goods / S75 letter	B1	🟡 G2y	25	Template OK; no claim-merits commentary
Freemium diagnostic (G2y) · 1 product Tier 02 Freemium · FCA-CMC sector watchpoint
23	Employment grievance assessment (G2)	B3	🟡 G2y	25	Needs reframe to ACAS-checklist (Group E)

Slide 08 of 23 · Selected · ACT (11)Sorted-side selected on slide 07. Within categories, sorted by attractiveness score descending.

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09 Master register · Long-tail (Sorted side)

7 Sorted-side long-tail products.

Pass hygiene but score below the natural break at 25. Phase 2 / 3 candidates. ACT-side long-tail on slides 10–11.

#	Product	Build	Reg	Score	Notes
Estate companions · 3 products Sit alongside the estate spine on slide 07
47	Codicil	B2+B5	🟢	21	Witnessing per Wills Act 1837
50	Letter of wishes	B1	🟢	21	Will companion
51	Funeral preferences	B1	🟢	20	Estate Kit companion
Estate diagnostic · 1 product
18	LPA readiness (G2)	B3	🟢	24	Pairs with LPA G3
Casual contracts (lower-scoring) · 3 products Narrower markets than the cluster on slide 07
15	Private car sale	B2	🟢	19	Narrow market
16	Lodger agreement	B2	🟢	19	Narrow market
43	NDA	B2	🟢	16	Limited consumer use

Slide 09 of 23 · Long-tail · Sorted (7)ACT-side long-tail continues on slides 10–11.

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10 Master register · Long-tail (ACT — consumer letters)

9 ACT-side consumer-letter long-tail products.

Lower-scoring pre-action letters and the specified-benefit watchpoint. Pair with the high-volume letters on slide 08.

#	Product	Build	Reg	Score	Notes
Specified-benefit (G2y) · 1 product FCA-CMC specified-benefit sector watchpoint
54	DWP / PIP appeal	B1	🟡 G2y	24	Template letter OK; specific-claim advice regulated
Consumer pre-action letters (lower-scoring) · 8 products Pair with the high-volume letters on slide 08
4	Tenancy deposit check + letter	B1	🟢	23	Pairs with S21 cluster
8	Energy bill complaint	B1	🟢	23	Strong demand; lower cross-sell
63	Debt statute-barred	B1	🟢	22	Limitation Act 1980 s.5
3	GDPR Article 17 erasure	B1	🟢	21	Companion to SAR
9	Telco cancellation	B1	🟢	19
10	Insurance refusal	B1	🟡 G2y	19	FCA financial-services sector
57	Utility overcharge	B1	🟢	19
62	Subscription cancellation	B1	🟢	18	Limited brand fit

Slide 10 of 23 · Long-tail · ACT letters (9)ACT defendant-side + diagnostics + packs on slide 11.

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11 Master register · Long-tail (ACT — defendant + diagnostics + packs)

6 ACT-side long-tail products — defendant, diagnostics, premium packs.

Defendant-side companions (pair with the defence cluster on slide 08), freemium diagnostics, and premium composite packs.

#	Product	Build	Reg	Score	Notes
Defendant-side companions · 2 products Pair with the defence cluster on slide 08
38	LBA response	B1	🟢	24	Defence pre-action; clean reg
37	Directions Questionnaire (N180/181)	B4	🟠 CRR	24	Procedural follow-on to CCD (Group A)
Freemium diagnostics · 2 products
20	Tenancy dispute scanner	B3	🟡 G2y	22	Procedural validity, not disrepair
21	Council Tax band check	B3	🟢	22	Free check only · MSE pattern
Premium composite packs · 2 products Templated pack architecture; lower cross-sell hub
29	Consumer claim S75 pack	comp	🟡 G2y	22	Pairs with S75 letter
59	SAR bundle (top 20)	comp	🟢	22	Referral product pattern

Slide 11 of 23 · Long-tail · ACT other (6)ACT consumer-letter long-tail on slide 10. Sorted-side long-tail on slide 09.

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12 Master register · Parked (regulatory + readiness)

8 products parked on regulatory or readiness gates.

G1 reserved-instrument (regulatory). G3 consumer-harm risk. G5 / G6 operational tail or build complexity (readiness, not regulatory). Most can be unparked via decision-group switches.

#	Product	Build	Gate	Unpark route	Reason
G1 — Reserved instrument inside · 2 products LSA Sch.2 para.5(1)(c) · template-only is defensible · Group G
45	Deed of trust (bespoke)	B5	🔴 G1	Group G · template-only	Sch.2 para.5(1)(c) inside; bespoke = out of scope
46	Deed of variation (bespoke)	B5	🔴 G1	Group G · template-only	Same
G3 — Consumer-harm risk · 1 product No group route (consumer-harm threshold)
11	Cease & desist (harassment)	B1	G3	Group H · brand voice	Plausible serious consumer detriment if defective
G5 / G6 — Operational tail · build complexity · 5 products Witnessing / commissioner / senior-practitioner-review infra we can't stand up by end-August
12	Bailiff / debt collector challenge	B1	G5	—	Operational tail · enforcement-side specifics
28	Tenancy tribunal pack	B4	G5/G6	Group F · panel capacity	Senior-practitioner-review burden
30	Employment grievance pack (G3)	B4	G5/G6	Group F · panel capacity	Senior-practitioner-review burden
44	Statutory declaration	B5	G5	—	Commissioner of oaths required
52	Power of attorney (general)	B2+B5	G5	—	Witnessing requirements variable by use

Slide 12 of 23 · Parked · regulatory + readiness (8)Product-strategy parks (G8) on slide 13.

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13 Master register · Parked (product-strategy · G8 brand-fit)

10 products parked on product-strategy / brand-fit.

All G8 brand-fit parks. Regulatorily fine (Sch.2 para.5(3)(b) covers them all). The unpark routes are decision groups C (B2B), D (sensitive personal), H (brand-voice borderline).

#	Product	Build	Gate	Unpark route	Reason
G8 — B2B / SME cluster · 6 products All regulatorily fine · brand-fit call · Group C
22	Small biz health check	B3	G8	Group C · B2B sub-brand	B2B brand-fit
24	Trademark check	B3	G8	Group C · B2B sub-brand	B2B brand-fit
31	Employment contract pack (SME)	B2	G8	Group C · B2B sub-brand	B2B brand-fit
32	Shareholder agreement	B2	G8	Group C · B2B sub-brand	B2B brand-fit
33	Small biz compliance pack	B2	G8	Group C · B2B sub-brand	B2B brand-fit
34	Trademark filing	B4	G8	Group C · B2B sub-brand	B2B brand-fit + IPO form-fill
G8 — Sensitive personal agreements · 2 products Regulatorily fine · brand-voice call · Group D
48	Cohabitation agreement	B2	G8	Group D · brand voice	Sensitive content; advice-heavy edge cases
49	Prenuptial / postnuptial	B2	G8	Group D · brand voice	Same
G8 — Brand-fit consumer-harm-adjacent · 2 products Group H · brand voice
56	Planning objection (consumer-side)	B1	G8	Group H · brand voice	Brand-fit borderline
58	Bad-review response (business owner)	B1	G8	Group H · brand voice	B2B + DMCC marketing-claim risk

Slide 13 of 23 · Parked · product-strategy (10)Regulatory + readiness parks on slide 12. All G8 parks are product-strategy decisions, not regulatory.

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14 Attractiveness scoring · top tier (Sorted side)

12 Sorted-side products at score ≥ 25 — full 7-axis breakdown.

Sorted by total score. Asterisks flag cells where the score depends materially on Rob's input. ACT-side top-tier scoring on slide 15. Column labels per §2.3: A1 TAM · A2 Demand · A3 Repeat · A4 X-sell · A5 Compete · A6 Rob fit · A7 Data.

#	Product	Build	Reg	TAM	Demand	Repeat	X-sell	Compete	Rob fit	Data	Total
40	Builder mock-up contract	B2	🟢	5	3	5	4	5	3*	5	30
25	Wills (G3)	B5+B6	🟢	5	3	2	5	4	5	5	29
41	Builder variation-order tool	B2	🟢	4	3	5	4	5	3*	5	29
14	Personal loan agreement	B2	🟢	4	3	4	4	5	4*	4	28
17	Will checker (G2)	B3	🟢	5	3	2	5	4	4	5	28
27	Estate planning bundle	comp	🟢	3	3	2	5	4	5	5	27
19	Estate planning readiness	B3	🟢	5	3	2	5	3	4	5	27
60	Estate Kit (referral)	comp	🟢	4	3	2	5	4	5	4	27
26	LPA (G3)	B4+B5	🟢	4	3	2	5	3	4	5	26
13	IOU / promissory note	B2	🟢	3	3	4	3	4	4	4	25
42	Freelance / contractor agreement	B2	🟢	4	3	4	3	4	3*	4	25
61	Personal Legal MOT	B3	🟢	3	2	2	5	4	4	5	25

Slide 14 of 23 · Scoring · top tier Sorted (12)ACT-side top-tier scoring on slide 15. Column labels per §2.3.

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15 Attractiveness scoring · top tier (ACT side)

11 ACT-side products at score ≥ 25 — full 7-axis breakdown.

Sorted by total score. The defence cluster (CRR) and Rob-audience packs sit at the top of the ACT side. Sorted-side top-tier scoring on slide 14. Column labels per §2.3: A1 TAM · A2 Demand · A3 Repeat · A4 X-sell · A5 Compete · A6 Rob fit · A7 Data.

#	Product	Build	Reg	TAM	Demand	Repeat	X-sell	Compete	Rob fit	Data	Total
39	County court triage (reframed)	B3	🟠	4	4	2	5	5	4	5	29
1	Parking-ticket challenge	B1	🟢	5	5	3	3	3	5	4	28
35	County court defence (CCD)	B4	🟠	4	5	2	4	5	3*	5	28
53	SEND tribunal pack	B4	🟢	3	5	2	3	5	5	4	27
36	CCJ set-aside	B4	🟠	3	5	2	4	5	3*	5	27
2	GDPR SAR letter	B1	🟢	4	3	3	4	4	3*	4	25
7	Faulty goods / S75	B1	🟡	4	4	3	4	3	4	3	25
55	Neighbour dispute pack	comp	🟢	3	5	2	3	4	5	3	25
5	Section 21 validity check	B3+B1	🟢	3	5	2	4	4	4	3	25
6	Flight delay claim	B1	🟢	4	5	3	2	3	4	4	25
23	Employment grievance (G2)	B3	🟡	4	5	2	4	3	3	4	25

Slide 15 of 23 · Scoring · top tier ACT (11)A6* (Rob fit, asterisked) = "needs Rob" cell. Sorted-side top-tier scoring on slide 14.

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16 Attractiveness scoring · long-tail (Sorted side)

7 Sorted-side long-tail products (scores 16–24).

Pass hygiene but score below the natural break at 25. ACT-side long-tail scoring on slide 17.

#	Product	Build	Reg	Score	Note
18	LPA readiness (G2)	B3	🟢	24	Pairs with LPA G3
47	Codicil	B2+B5	🟢	21	Witnessing per Wills Act 1837
50	Letter of wishes	B1	🟢	21	Will companion
51	Funeral preferences	B1	🟢	20	Estate Kit companion
15	Private car sale	B2	🟢	19	Narrow market
16	Lodger agreement	B2	🟢	19	Narrow market
43	NDA	B2	🟢	16	Limited consumer use

Slide 16 of 23 · Scoring · long-tail Sorted (7)ACT-side long-tail scoring on slide 17.

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17 Attractiveness scoring · long-tail (ACT side)

15 ACT-side long-tail products — full 7-axis breakdown.

Pass hygiene but score below the natural break at 25. Sorted-side long-tail scoring on slide 16. Column labels per §2.3: A1 TAM · A2 Demand · A3 Repeat · A4 X-sell · A5 Compete · A6 Rob fit · A7 Data.

#	Product	Build	Reg	TAM	Demand	Repeat	X-sell	Compete	Rob fit	Data	Total
54	DWP / PIP appeal	B1	🟡	3	5	2	3	4	4*	3	24
38	LBA response	B1	🟢	3	5	2	3	5	3*	3	24
37	Directions Questionnaire	B4	🟠	3	4	2	3	5	3*	4	24
4	Tenancy deposit check	B1	🟢	3	4	2	4	4	3	3	23
8	Energy bill complaint	B1	🟢	4	4	3	2	3	4	3	23
29	Consumer S75 pack	comp	🟡	3	4	2	3	3	4	3	22
20	Tenancy dispute scanner	B3	🟡	3	4	2	4	3	3	3	22
21	Council Tax band (free)	B3	🟢	3	3	2	3	3	4	4	22
59	SAR bundle (top 20)	comp	🟢	3	2	2	4	4	3	4	22
63	Debt statute-barred	B1	🟢	2	4	2	3	4	4	3	22
3	GDPR Article 17 erasure	B1	🟢	3	2	2	4	4	2	4	21
9	Telco cancellation	B1	🟢	3	3	2	2	3	3	3	19
10	Insurance refusal	B1	🟡	3	3	2	2	3	3	3	19
57	Utility overcharge	B1	🟢	2	3	2	2	3	4	3	19
62	Subscription cancellation pack	B1	🟢	2	3	3	2	2	3	3	18

Slide 17 of 23 · Scoring · long-tail ACT (15)A6* (Rob fit, asterisked) = "needs Rob" cell. Sorted-side long-tail scoring on slide 16.

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18 The research map

63 candidates plotted on the canonical product map.

The product map from slide 4 of pitch-deck-product-strategy, with hygiene-passing candidates plotted by cell. 🟢 Selected (≥25) · long-tail · 🟡 G2y · 🟠 CRR. Parked products are on slides 12–13 — the map shows what's in scope.

Intent moment Act.

Pre-action, claim-side, court-form. Defence cluster (CRR) is the structural-gap wedge.

Avoidance moment Sorted.

Casual contracts (Rob 19 May) + estate spine. The cleanest part of the portfolio.

Tier 01Free

Claimant pre-action letters · B1

parking · 28GDPR SAR · 25S21 · 25flight delay · 25faulty goods · 25 🟡 tenancy deposit · 23energy · 23debt-barred · 22Article 17 · 21telco · 19insurance · 19 🟡utility · 19subscription · 18DWP/PIP · 24 🟡

Defendant response · B1

LBA response · 24

Casual contracts · B2 e-signed

builder mock-up · 30builder variation · 29personal loan · 28IOU · 25freelance · 25 codicil · 21letter of wishes · 21funeral prefs · 20car sale · 19lodger · 19NDA · 16

Tier 02Freemium

Claim-side diagnostics · B3

CC triage · 29 🟠employment grievance · 25 🟡 tenancy scanner · 22 🟡council tax · 22

Avoidance diagnostics · B3

will checker · 28estate readiness · 27Personal Legal MOT · 25 LPA readiness · 24

Tier 03Premium

Claimant tribunal · B4

SEND tribunal pack · 27

Defendant court-form CRR · B4

CCD · 28 🟠CCJ set-aside · 27 🟠DQ · 24 🟠

Pre-action pack & bundles

neighbour pack · 25S75 pack · 22 🟡SAR bundle · 22

Estate spine · B4+B5+B6

Wills · 29LPA · 26Estate planning bundle · 27Estate Kit · 27

Slide 18 of 23 · The research mapCombines Act + Sorted columns onto the canonical product-map canvas. Standalone visualisation companion at vending-machine-mapping-2026-05.

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19 Decision groups · A through D

A "decision group" is a cluster of products that face the same yes/no question.

26 of 63 products belong to one of eight decision groups. Each group has a single switch: yes → the whole group goes into scope; no → the whole group parks. This replaces 26 individual product-level cuts with 8 group-level decisions.

A

Conduct-of-defence cluster

4

Members: CCD (35) · CCJ set-aside (36) · DQ (37) · County court triage (39). All carry the 🟠 CRR flag.

Do we engage external regulatory counsel and commit to the agentic court-form architecture? Yes → triage ships Phase 1; CCD/CCJ-set-aside/DQ cluster slated for Phase 2 after counsel sign-off. No → 4 products park; no defence-track. Lead: Ed.

B

Wet-ink / witnessing operation

5

Members: Wills (25) · LPA (26) · Estate planning bundle (27) · Estate Kit (60) · Codicil (47). All need B5 witnessing infrastructure.

Can we stand up the wet-ink / witnessing operation by end-August? Yes (in flight) → estate spine launches per goals-and-strategy. No → estate spine defers entirely (Wills is "front of the launch story"). Lead: Ed + Rachel + Pablo.

C

B2B / SME cluster

6

Members: Trademark check (24) · Trademark filing (34) · Employment contract pack SME (31) · Shareholder agreement (32) · Small biz compliance pack (33) · Small biz health check (22). All regulatorily fine (Sch.2 para.5(3)(b)).

Do these belong inside the consumer Legalhelp brand, or in a separate B2B sub-brand? Inside → 6 products in scope (brand-stretch). Outside → defer to future B2B product. Lead: Ed. Note: not a regulatory call — purely product-strategy.

D

Sensitive personal agreements

2

Members: Cohabitation agreement (48) · Prenuptial / postnuptial (49). Both regulatorily fine; sensitive content.

Does the brand voice tolerate these? Yes → 2 products in scope; need senior-practitioner-review either way. No → defer. Lead: Ed + Rob (editorial).

Slide 19 of 23 · Decision groups A–DGroup A is the highest-stakes switch — touches the defence-cluster Phase 1/2 sequencing. Group B is in flight per goals-and-strategy.

legalhelp.

20 Decision groups · E through H

The remaining four switches.

Reframe vs counsel for the FCA-CMC-watchpoint diagnostic · tribunal-pack timing · reserved-instrument deeds · consumer-harm-risk products.

E

Employment grievance G2 reframe

1

Member: Employment grievance assessment (23). 🟡 G2y — Article 89J FCA-CMC employment-sector watchpoint.

Reframe to ACAS-checklist, or park pending external counsel? Reframe → 1 product in scope; sheds G2y; ships as eligibility/options-explainer not claim-merits assessment. Counsel → defers; scope = Article 89J perimeter + UI information-line review. Lead: Senior-practitioner panel + Ed.

F

Tribunal packs (B4, not CRR)

3

Members: SEND tribunal pack (53) · Employment grievance pack G3 (30) · Tenancy tribunal pack (28). Sch.2 para.4(2) carve-out keeps tribunals safer than courts.

Is senior-practitioner-review capacity in place for Phase 1, Phase 2, or beyond? Phase 1 → all 3 in scope. Phase 2 → defer with capacity build. Beyond → park. Lead: Ed + senior-practitioner panel.

G

Reserved-instrument deeds

2

Members: Deed of variation (46) · Deed of trust (45). Sch.2 para.5(1)(c) inside; bespoke = out of scope.

Ship template-only (Net Lawman precedent) or defer entirely? Template-only → 2 products in scope; user signs themselves with witnessing; no bespoke advice. Defer → 2 products park; revisit with counsel sign-off. Lead: Ed (with counsel for template scope).

H

Consumer-harm-risk products

3

Members: Cease & desist harassment (11) · Bad-review response (58) · Planning objection (56). Real consumer-harm or DMCC marketing-claim risk if defective.

Does the brand tolerate the harm-risk profile / B2B-side content? Yes → 3 products in scope. No → defer. Lead: Ed + Rob (editorial).

Slide 20 of 23 · Decision groups E–HEight groups total · 26 products covered. The other 37 either ship clean or are parked under hygiene rules with no group route.

legalhelp.

21 The deferred question

Marketing emphasis — explicitly deferred.

Which products do we push hardest in launch marketing? This is a different question from "what do we build." We build everything we can; we focus marketing where evidence shows it pays off.

Why defer it

A slate-of-five framing would treat marketing emphasis as a now-decision — pick five products. We don't have the evidence yet to make that pick well, and we don't need to.

Build wide means everything in scope (per the build register on slides 05–06 and the decision groups on slides 19–20) ships into the platform when ready. Market narrow at first means a handful of products carry the visible launch story.

Premature optimisation on the marketing subset is the error. Better to ship wide, test, and let the evidence drive the marketing-emphasis decision when it lands.

When the decision lands · the inputs

Product testing results. Per-product ARC accuracy against gold-standard sets. Readiness-cohort outputs.
Channel testing results. SEO · social · partner · Rob amplification — what's working and where.
Rob amplification fit. The eight A6* cells (Rob's input on attractiveness scoring) — confirmation could materially reshape the picture.
Funnel evidence. Free → Freemium → Premium conversion across product combinations.
The attractiveness scoring (slides 14–17) is the signal-input. Build register (slides 05–06) and regulatory register (slides 12–13) confirm what's eligible.

The current default, in advance of the marketing-emphasis decision: build wide (everything in scope ships when ready) · market narrow at first (the strongest signals carry the visible launch story) · expand marketing emphasis as testing confirms.

Slide 21 of 23 · Marketing emphasis · deferredDecision triggers: product testing · channel testing · Rob amplification fit · funnel evidence.

legalhelp.

22 Open questions · what needs whom

Working-session inputs.

By owner. Wiki §10 open questions · §11 methodology back-matter for full detail.

Needs Rob

Editorial / amplification.

Eight A6* cells — attractiveness scoring confirmation
SEND tribunal pack go/no-go on editorial fit
Group D — sensitive content tolerance
Group H — consumer-harm-risk tolerance
Slate-shape preference when the marketing-emphasis decision lands

Needs Ed

Strategy / commercial.

All eight decision-group switches
Fletchers contract end-to-end read (before 25 June)
Group C — B2B sub-brand call
Group A — CRR counsel engagement decision
Marketing-emphasis trigger threshold

Needs panel / Pablo

Practitioner / tech.

Panel: Group E employment grievance reframe; Group F tribunal-review capacity; Wills B6 accuracy framework
Pablo: Group A architecture-readiness for CCD cluster; Group B wet-ink integration; multi-clause e-signature timeline; B4 external-form-fill architecture (OPG / IPO / court interfaces)

Companion documents. [[regulatory-stance]] v3 — the canonical regulatory perimeter analysis. [[meeting-notes-2026-05-19]] — §1 Rob's two points + §9 working-session process. [[goals-and-strategy]] — Phase 1 wedge framing. [[pitch-deck-product-strategy]] slide 4 — the product map. [[vending-machine-mapping-2026-05]] — standalone visualisation companion overlaying the same research onto the canonical product map.

Slide 22 of 23 · Open questions + back-matterEnd of deck. Markdown wiki page (slug opening-portfolio-research-2026-05) carries the master register and full per-axis scoring.

End of deck · Product Build & Risk Register · v5 · May 2026

Build wide.

Market narrow.

"We can develop and build most of these products, test them, ship them, and market the ones that produce the strongest evidence."

Slide 04 framework · 05–06 build · 07–13 register · 14–17 scoring · 18 research map · 19–20 decision groups · 21 deferred

Product Build& Risk Register.

TL;DR — three paragraphs.

Build wide. Market narrow. Decide groups, not products.

Categorisation framework.

B1 + B2 + B3 — ~43 products, easy in the main.

B4 + B5 + B6 — where the technical hurdles concentrate.

12 Sorted-side selected products.

11 ACT-side selected products.

7 Sorted-side long-tail products.

9 ACT-side consumer-letter long-tail products.

6 ACT-side long-tail products — defendant, diagnostics, premium packs.

8 products parked on regulatory or readiness gates.

10 products parked on product-strategy / brand-fit.

12 Sorted-side products at score ≥ 25 — full 7-axis breakdown.

11 ACT-side products at score ≥ 25 — full 7-axis breakdown.

7 Sorted-side long-tail products (scores 16–24).

15 ACT-side long-tail products — full 7-axis breakdown.

63 candidates plotted on the canonical product map.

A "decision group" is a cluster of products that face the same yes/no question.

The remaining four switches.

Marketing emphasis — explicitly deferred.

Working-session inputs.

Build wide.

Market narrow.

Product Build
& Risk Register.