Compliance for Law Firms – With WillSuite

Compliance for Law Firms – With WillSuite

Compliance for law firms is an incredibly important topic and one that WillSuite takes extremely seriously. There are several tools built into the platform geared towards the protection of the firm, the clients. Designed to enable the law firms to meet their regulatory obligations.

Protection of client data:

WillSuite exclusively stores client data in the UK, meaning this data never leaves our shores. All data is stored in server centres in England in accordance to our contracts with Amazon and Digital Ocean. Whilst it may seem like common sense, we are sometimes asked who owns your data and whether WillSuite will use this data for any purposes other than the production of Wills and legal documents. The answer is simple. It’s your clients’ data. We are merely custodians of this and we will never sell this onto any third parties.

With law firms in mind, we have built in useful tools enabling you to keep your data safe. You can enable two-factor authentication on your accounts to add an additional layer of security. We also have built tools enabling you to encrypt documents in WillSuite prior to emailing these to clients. You can also now use WillSuite’s portal to securely send documents to clients for approval. Anyone wanting more information on how data is handled by WillSuite is welcome to request a copy of our data security policy.

Speaking of our WillSuite Portal, there are more new features available to support the law firms with their regulatory requirements.

Ability to send engagement letters to clients for them to electronically sign.

Ability to record (using an interaction log) when clients have accepted or rejected draft documents

Ability to request copies of IDs from clients online

Ability to complete KYC and AML checks using the WillSuite LexisNexis integration.

One more thing:

WillSuite new features include:

Receiving secure online payments using the WillSuite portal and the pre-existing invoicing feature.

Zoom integration: set up Zoom meetings with for your online meeting with them.

If you would like to trial WillSuite or to have a customised demonstration to show how WillSuite can benefit your business, we would love to hear from you.

This article was submitted to be published by Finders International 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.









WillSuite could be your new legal back office drafting tool. We have developed a suite of online applications upping the game in Will writing for Will Writers, Solicitors, Financial Advisors and Accountants. WillSuite produces over 100,000 documents per year.

Using intuitive and intelligent questionnaires, WillSuite allows you to produce all Estate Planning documents from Wills (and trusts) to LPAs and Severance of Joint Tenancy. For law firms or multi-person practices, you can manage users’ permission to restrict or enable specific parts of the software as well as pulling reports from the system and building custom client journeys with automated client communications.

WillSuite is built with your brand in mind therefore documents can include your own logo or contact details. You can also use features such as: Invoicing, appointment booking and SMS functionality.

Working with an award-winning STEP-qualified Solicitor with the Advanced Certificate in Will Drafting, we’ve ensured our wording is not only legally sound, but also in an elegant and plain English language everyone can understand. Nevertheless,if you like the sound of “per stirpes” and “en ventre sa mere” then you’re free to use your own wording and clauses as you have control over your own clause library.

We don’t believe in tying clients into lengthy contracts or charging excessive per document fees. Instead, we offer a transparent rolling monthly contract at a fee of £69 per user*.

Trial the software for free by visiting our website and be up and running in minutes. If you would like a 1-2-1 demo with a member of our team, please get in touch.

*Price subject to VAT.

Key Services

Tel: 0330 223 0538
Email: [email protected]