Cartoon Solicitors Office

Where Do You And Your Will Writing Business Sit?

Every business faces risks that could present threats to its success.

Risk is defined as the probability of an event and its consequences. Risk management is the practice of using processes, methods and tools for managing these risks.

Here at Countrywide Legacy our aim is to:

  • help you safeguard your business
  • give your clients maximum protection
  • ensure your client’s wishes are actioned
  • win more business by increasing client satisfaction.

We all understand the particular importance of taking full instructions which take account of each client’s needs, wishes and circumstances and ensuring that what we recommend and ultimately produce is the best possible solution to achieve the above aims.

With many legal firms requiring their legal staff to undertake the document drafting process there may be gaps in their knowledge levels no matter how well staff have been trained and mistakes can happen.

Protect your brand and reputation by using our inbuilt processes to recognise and reduce risks that may lead to negligence claims.

Countrywide Legacy’s Software acts as a “back stop” to prevent such errors occurring, with mandatory questions requiring to be answered before the user can progress with the instruction, seamlessly steering you and your staff through the entire process and risk managing and auditing each document from the instruction taking stage, right through to execution.

The Software is both intelligent and intuitive with systems and controls in place to ensure that your firm achieves the best outcome, with prompts and warnings highlighting where documents can be improved upon to further benefit the client and addressing issues such as tax events,  thus ensuring that nothing is missed and eliminating the possibility of human error. In fact, the more complex the client’s requirements, the more need for our Software.

Protection you can see

At Countrywide Legacy we are constantly developing our software and adding new features  to ensure that the entire process of instruction taking, legal document drafting and execution is as secure as possible.

Whilst we are totally committed to providing your business and clients with a legal document drafting software that offers the maximum protection available, we are equally committed to creating a user friendly and efficient system which improves efficiency.

This month’s Supermen Webinar shows you how our Legal Document Drafting Software will achieve all of this and much more.

During the Webinar we will be launching a brand new and revolutionary product.

It’s a product that…………………..“every client will want

and

every Will writing business will want every client to have”.

Consider for a moment what a legal document drafting software which involves, no paper, no scanning, no filing, saves time and money, is flexible enough to suit every size and type of business, has 78 products and counting, is intuitive and offers maximum protection against future claims for your business and your clients, can do for YOUR Will writing business.

Register now for our FREE webinar

Running on January 18th and January 21st

Friday 18th January

Monday 21st January

 

This article was submitted to be published by The Countrywide Tax & Trust Corporation Ltd as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

 

Read more stories

Join nearly 5,000 other practitioners – sign up to our free newsletter

You’ll receive the latest updates, analysis, and best practice straight to your inbox.

Features