CTT Legacy is an innovative software solution developed by CTT Group to help users manage their estate planning business.
With instant access to over 100 legal products and services, this cloud-based platform streamlines administrative tasks, allowing professionals to devote their time and knowledge to better serving their clients.
CTT Legacy provides a comprehensive range of solutions for advisors, including intuitive document drafting, contracts, invoicing, and scheduling tools. Its paperless approach eliminates the need for physical documentation and gives users access to everything they need in one easy-to-manage digital workspace anytime, anywhere.
CTT Legacy also incorporates secure client messaging that allows for the safe transfer of sensitive documents, e-signatures, and ID verification and is completely GDPR-compliant, so users can keep track of every client interaction at the touch of a button.
The software is designed to seamlessly integrate into existing processes, catering to both individual users and large corporations.
CTT Group provides support during office hours, and there’s a chatbot available for 24/7 assistance, ensuring users can access expert help and advice whenever needed.
So what are you waiting for? Click here to find out more about CTT Legacy Software, and to get your free trial now!
Contact: CTT Legacy Software
Tel: 01926 514 390
Email: Contact form
Address: CTT Group, Gables House 62 Kenilworth Road, Leamington Spa CV32 6JX
There was a lot to celebrate at the sixth annual British Wills & Probate Awards, held in Manchester earlier this month. This year’s event was proudly sponsored by CTT Group, who commemorated 20 years of
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