• December 9, 2023
 Are You Drowning In Paperwork?

Are You Drowning In Paperwork?

Many companies continue to use paper systems to run their business but using paper is not only becoming an increasing problem for profits and turnaround time, it also has a huge impact on client satisfaction.

How would your business measure up if you viewed it from a client perspective?

Customer satisfaction plays a decisive role in every business and is the measure for its success or failure. We are now living in a world where customers are in the driving seat. Improvements in technology has allowed customers to decide what they want, when they want it and how they want it. Clients also know who your competitors are, their reliability and their prices in comparison and if you’re found wanting they are quick to move away from you.

It is crucial that your Will writing business matches client expectations

Identifying the expectations of a client is the first step in securing a healthy client bank. Clients expect an easy and instantaneous process when they choose your services, so it’s important you meet and even exceed their expectations. First impressions are crucial.

The best way to improve client retention is to review the way your business operates. The world is changing and paper management systems are becoming a thing of the past, and failing to move with the times will only jeopardise your chances of improvement.

If you want to streamline your business and improve your client’s experience, you seriously need to consider adopting a completely paperless legal document drafting system.

Countrywide Legacy is 100% paperless

Going paperless not only saves your business precious time and money, but it is also a huge step in increasing client satisfaction.

With Countrywide Legacy, it’s simple. You do not need to produce a single piece of paper throughout the whole instruction taking process, saving you hours of administration time and a faster document turn around for your clients, so more client satisfaction.

Our intelligent legal document drafting software will transform your current document management system and help your business evolve. Being completely paperless will mean a massive saving on your costs, with no printing or scanning and less documentation to post – all of which is completed digitally through our secure software system.

Don’t just take our word for it!

Our current users believe that Countrywide Legacy is ‘the best software’ in the legal sector which has allowed the running of their companies to ‘become so much smoother’ and ‘helped generate new fees’.

“Since using the Legacy software the process for our company has become so much smoother. We can now input and produce an order summary within 10 minutes and are looking forward to the upcoming updates on the software so we can improve our service even more.”

– The Right Will

“Countrywide Legacy has helped my business to utilise the fool proof system of information gathering. I wouldn’t have a business without it.”

– Ian Lovelace, Lovelace Trust Solutions Ltd

“Countrywide Legacy has helped my business generate new fees, huge uplift in client perception of advice service, multiple referrals and client retention. Favourite feature of Countrywide Legacy is the pre-population of fields.”

– Peter Gallagher, CRN Financial Group

Countrywide’s Legacy Software is the best ever and it keeps getting better and better with continual improvements and an impressive development program. But Legacy is not just a piece of Software because you have all of the Countrywide legal expertise and marketing help at your disposal: I really feel part of a team and I recommend them to everyone who wants to offer a professional Will & LPA service to their clients.” – Alan Moran, Interface Trusts

Still not convinced? Try it out for yourself with our FREE 30 day trial!

If you’d like more information you can contact us below:

Telephone: 01926 514 392

Email: newentrants@countrywidegroup.co.uk

Website: www.countrywidelegacy.co.uk

This article was submitted to be published by Countrywide Legacy 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.

CTT Group


  CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors. CTT Group is made up of six areas: CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients. CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey. CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs. CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX