In the estate planning and private client sector, there are many software tools practitioners rely on as a part of the day-to-day. This article will cover the many vital integrations WillSuite offers its users to save time and optimise overall work-flow.
WillSuite can be linked with your Office 365 account. This can be done from the user settings tab here. Once linked, emails sent and received through the system can be accessed from your Office 365 email account. In addition to this, any emails between yourself and the client will appear in the interaction log.
The ability to provide your clients with the option of secure and seamless card payments made integrating with Stripe a must. According to a study conducted by Worldpay, 50% of online payments were made via card in 2020.
You can link your stripe account via the invoice tab found in company settings. Once your account has been linked, you can send direct pay-by-links to your customers via email. More information on this can be found here.
Zoom has and continues to be a valuable tool for remote communication between yourself and your clients. Link your zoom account via the third party integrations tab found in user settings.
Once connected, you have the ability to instantly create Zoom meetings from the system via the appointments tab within any case.
Love Legal Connect is WillSuite’s client-facing portal, powered by an integration with our sister company Love Legal. Connect allows you to do the following:
- Upload and request approval of documents such as draft wills.
- Request clients to fill out details, including personal information, case address books, assets and liabilities information, and more.
- Upload documents to be signed with custom e-signature boxes, such as terms of business.
- Provide clients with pre-approved meeting times to easily schedule appointments.
- Build and send custom questionnaires which automatically pre-populate clients’ files and CRM fields.
For more information or to book in a demo of Connect, visit our page here.
ID checking is an industry standard. Our integration with LexisNexis means you have access to AML and KYC checks directly within the system. These ID checks can be found in any case on the left hand side.
Have you integrated all of these useful features?
For more information on any of the above mentioned integrations, get in touch with a member of our team, [email protected]
Or, book in a free 14-day trial here.
This article was submitted to be published by WillSuite 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.