Communication is KEY

Communication is KEY

Good communication is key to having a successful business and so how we choose to communicate with our clients is vital.

Recently, at Countrywide Tax & Trust Corporation Ltd we wanted to build a new, safe, compliant and efficient method for a 2- way communication system between ourselves and our clients.

We needed to partner with a company who not only had the skill set to design what we wanted but also fully understood the Will writing industry and its requirements.

Another important consideration to us was the ability to link electronically to our own Will writing software and any other software systems if required. So, after much analysis and deliberation, we chose to partner with Alpha Legal.

Who is Alpha Legal?

Alpha Legal is a web-based secure client communication system. It is easy to use (both for you and your clients) and has been specifically built for the Legal services industry. It has a number of growing capabilities enabling you to:

  • send secure messages to your clients,
  • request ID documents,
  • complete forms / documents
  • share information

all in a simple but still GDPR-compliant way.

The product is progressing so well that we have invited Alpha Legal to host our next Superhero webinar, Communication is Key, which is to be held in January 2021.

In this webinar our guest presenter, Robin Bennett MA (Oxon) FIAP MIoD, will demonstrate exactly how Alpha Legal can help you to secure your business from the ever-present dangers of hackers and cybercrime.

Why not join us for this FREE webinar to learn all of the tips & tricks which will help you to protect your business and find out more on what’s coming next in the future of secure data and document transfer

Start your New Year off by learning how to better communicate with your clients and raise your customer service to an entirely new level.

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register on Friday 8th January:

Register on Monday 11th January:

This article was submitted to be published by Countrywide Tax and Trust 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.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly.

With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner.

Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.