What can WillSuite bring to your boardroom table?

What can WillSuite bring to your boardroom table?

As a leading provider of legal tech WillSuite enables you to draft legally compliant documents which don’t confuse and bemuse your clients.

As a software provider responsible for the operations of hundreds of firms we take our responsibility seriously.

Here is how our software solution will benefit your business:

Compliance

Would you like to be able to audit your team, see their documents, track their progress or assess their case notes? WillSuite has inbuilt tools to help you do this.

Integrated Solutions

Not only do we have appointment booking functionality, communications tools, 3rd party integrations like Zoom, as well as invoicing, we also provide your business with a back office platform which will allow you to see business growth visually on your dashboard.

A Secure Platform

We know how important data security is to your business. With WillSuite you have unique usernames and passwords with the ability to ensure that your team changes their passwords regularly. Want to take it a step further? Simply enable two-factor authentication for an added layer of security.

WillSuite is GDPR compliant and your client’s data will never be compromised or leave the UK. Our data centres are all based in England and Wales and we back the system up regularly.

Beautifully simple language

Solicitor-drafted clauses from experienced solicitors with the Crystal Mark for Plain English. Would you like more flexibility? Simply add your own clauses to the system and draw upon them as you need them.

Accessibility

Cloud-based software accessible on the go or on any device with an internet connection.

Engagement with clients AND prospects (through a full case management system)

At WillSuite, we recognise the importance of keeping clients up to date with progress on their cases so we have inbuilt and customisable client journeys with automated communication tools to keep clients informed.

Transparent (A simple pricing structure with no hidden extras)

We like to build lasting relationships built on trust and communication. As such we don’t tie you into any lengthy contracts. We operate a rolling monthly contract. You can upgrade or downgrade your subscription at any time. We simply operate a fair use policy.

Delivers a high ROI

Want to know what your business expenses are going to be every month. WillSuite’s fixed pricing guarantees you know what your costs will be meaning you can budget accordingly. AND, at only £69 per user per month, our subscription fees won’t break the bank. We also offer discounts on multi-user subscriptions.

The next step

We are offer a free 2 week trial of WillSuite to any business wanting to drive their business forward. Full demonstrations and training is provided as part of the subscription and you can be up and running in as little as 30 seconds. Simply request your free trial and start to grow.

This article was submitted to be published by WillSuite as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

WillSuite

https://willsuite.co.uk/

 

 

 

 

 

 

 

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

Contact
Tel: 0330 223 0538
Email: [email protected]

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