Overview
What the BlockWill Partner Portal is, the three ways partners work, and video walkthroughs of every feature.
The Partner Portal is where BlockWill partners run their digital-inheritance business: onboard clients, offer paid services, draft and deliver wills, message BlockWill, and track what they earn or owe.
About the screenshots
Screens in this guide were captured from a demo partner account (partner code
BW-3NXPRD) on a local build. Your data, and the exact menu items you see, depend on
which flows are enabled for your account.
The three ways a partner works
An account can have any combination of these.
| Flow | What it means |
|---|---|
| Service partner | You do estate-planning work for clients that BlockWill assigns to you. You define services with a fee, complete the work, submit it for review, and get paid by BlockWill. |
| Reseller partner | You bring your own clients onto BlockWill under seat-based plans. You invite users, assign plans, and bill your clients directly. |
| Team member | A sub-account under a Service partner. You only see the clients your partner delegates to you. |
BlockWill staff use the separate Admin panel to assign customers to partners and to message partners.
Full walkthroughs
Two end-to-end recordings that cover everything. Each feature also has its own short clip inside the sections that follow.