Alpha Legal has been updated – it’s a big one!

Alpha Legal has been updated – it’s a big one!

The latest Alpha Legal update is now live and it’s a big one!

Look out for:

  1. a new Meeting Planner to help you to find a suitable time to meet your clients – ideal for Trustee meetings, for example, where there are many attendees, all with busy diaries!
  2. Zapier integration so that you can automatically send forms to clients and trigger Zaps when clients return information to you.  Not sure what Zapieris?  Take a look at this blog post or go to https://zapier.com/
  3. integration with the IFA tool Intelliflo so that you can share and sign documents via Alpha Legal direct from your Intelliflo portal
  4. a new way to send personalised ID requeststo clients, to help those for whom the standard set of ID documents just isn’t appropriate (for example, non-UK residents).

Each of these new features deserves a blog post in its own right, so watch this space for more information about how you can take advantage to improve your business workflow.

 

Further details here: https://blog.start-software.com/2021/10/alpha-legal-has-been-updated-its-big-one.html

 

This article was submitted to be published by Alpha Legal 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.

Alpha Legal

https://www.alphalegal.co.uk/

Alpha Legal is a service from Start Software, an International software business with 15 years of successful trading.

Start Software was founded by Robin Bennett MA (Oxon) FIAP MIoD, the creator of the UK's first successful will writing software, Will Writer for Windows. Robin was a founding director of Legacy Partners Ltd, a successful national will writing and estate planning business. At Legacy Partners, he introduced new technology into the UK will writing industry including laptop-based instruction taking, automated will processing and a modern approach to dealing with clients and consultants.

Quality and security are at the heart of everything we do at Start Software. Start Software is ISO9001 accredited and holds the Cyber Essentials certification. Director Robin is a member of the Cybersecurity CoP at The Institution of Analysts and Programmers.


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