• February 28, 2024
 SOS Legal Announces Seamless Integration with WillSuite to support private client practice

SOS Legal Announces Seamless Integration with WillSuite to support private client practice

SOS Legal, a leading provider of legal practice management software to enterprise law firms, proudly unveils its latest advancement – the seamless integration with WillSuite, a cutting-edge platform simplifying wills, LPA, and legal document creation. This collaboration introduces a transformative synergy, streamlining processes for solicitors, will writers, and estate planners.

Benefit from the key features of the integration including:

  • Contacts Merged Directly – Seamlessly merge contacts from SOS into WillSuite, simplifying the management of testators, beneficiaries, executors, and more.
  • Seamless Data Flow – The integration saves documents and legal forms seamlessly back into SOS, ensuring a smooth and efficient workflow.
  • Dynamic Questionnaires – Intuitive questionnaires for Wills, LPAs, LPA exemptions, Living Wills, Notice of Severance, and Letter of Wishes.
  • Mirroring Features – Specifically designed features for mirroring wills and a copy feature for LPAs.
  • Full Customisable Documents – Tailor documents to individual needs with WillSuite’s fully customisable templates.
  • Plain English Compliance – All documents are written in plain English, aligning with WIQS and STEP recommendations.
  • Legal Advisory Panel – WillSuite’s legal advisory panel ensures that clauses are constantly reviewed and updated to maintain the highest standards.

Message from the CEO of SOS Legal, Joseph Sanderson:

“We are thrilled to announce the WillSuite’s integration with SOS Connect, marking a significant milestone in our commitment to providing innovative legal solutions for large law firms. This collaboration enables private client practices to manage contacts seamlessly and create fully customised, compliant documents. The dynamic features of WillSuite align perfectly with our mission to empower enterprise law firms with innovative tools to drive productivity and we look forward to seeing the positive impact this integration will have on firms using SOS.”

WillSuite in SOS Connect Webinar:

As part of the launch, SOS will be hosting a webinar on February 6th, 2024, at 12:00 PM, providing an in-depth overview of the integration and its benefits. Legal professionals are invited to register for the event here.

For more information about the SOS and WillSuite integration, please visit https://www.soslegal.co.uk/willsuite-integration/

About SOS Legal

SOS Legal are leading providers of legal software solutions for enterprise law firms across the UK, remaining at the forefront of legal technology innovation for over 35 years. With a clear focus to empower firms with the tools they need to operate efficiently, effectively, and profitably, we offer a wide range of solutions, all designed to streamline operations and help reach business goals.

W: www.soslegal.co.uk | E: enquiries@soslegal.co.uk | T: 01225 787700

This article was submitted to be published by SOS Legal 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.

SOS Legal

http://www.soslegal.co.uk

Empowering enterprise law firms since 1987, SOS Legal specialises in cutting-edge legal practice management software. Our flagship solution, SOS Connect, redefines efficiency and adaptability for large law firms across the UK. With unparalleled flexibility, our scalable software streamlines operations, fosters collaboration, ensures accuracy, and guarantees compliance, catering to firms with 150+ staff for seamless scaling and change management.

At SOS, our foundation is built upon three essential pillars: customisation, competency, and connectivity. We're proud to provide an integrated, all-in-one solution that's customisable to meet the unique needs of large law firms. Our dedicated focus on software development, training, and support is backed by a seasoned team consisting of developers, testers, trainers, client success consultants, and implementers—all committed to maximising your software experience and enhancing your ROI

Our expansive suite of practice management features include case and matter management, document management, legal CRM and marketing, business intelligence, and legal accounting—providing a unified platform that streamlines operations and empowers firms to achieve their business objectives.

Experience the capabilities of SOS Connect firsthand—Book a demo today.

Key Services Website URL
For Enterprise Law Firms For Enterprise Law Firms - SOS Legal
Case Management Case Management Software - SOS Legal
Document Management Document Management - SOS Legal
Practice Management Legal Accounts - Legal Cashiering - SOS Legal
Company Address 2 Widcombe Parade Bath BA2 4JT Key contact Name: Jonathan Wheelhouse Tel: 01225 787700 Email: LinkedIn Acc: (25) Jonathan Wheelhouse | LinkedIn