• April 19, 2024
 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 is a cloud-based software solution that provides Will drafters, Financial advisers, Solicitors and Estate planners with the ability to create legal documents simply, easily and with confidence. With innovation and automation at its heart, WillSuite is a pioneer of Will Writing and Estate Planning software, releasing products and technological advancements to drive efficiency within the profession. The software has generated over 600,000 Wills and over 1 million documents since its inception in 2015, with 6000 documents being drafted on average each week. WillSuite helps thousands across the profession to draft more efficiently, saving time by minimising duplication of work and unwanted errors whilst improving client service. Working closely with The Society of Will Writers and the Institute of Professional WillWriters, WillSuite is a leading provider to estate planning and private client professionals across England and Wales. Benefits of WillSuite include:

  • Generate simple and complex Wills, LPAs, Living Wills, Letters of Wishes and Severance of Joint Tenancy, all through a dynamic questionnaire-based format.
  • Access up-to-date content and clauses written in plain English and maintained by the WillSuite legal advisory panel.
  • Integrate systems with leading providers to the profession such as LEAP, Stripe and LexisNexis AML checking.
  • Powerful tools to improve client communication including custom workflows and automated creation of fully branded invoices and client facing letters
To start your 14-day free trial or for more information, get in touch with a member of our team today https://willsuite.co.uk/contact Links Key Services Contact Address The Hub, 40 Friar Ln, Nottingham, NG1 6DQ