Written by WillSuite on 15th January 2022
WillSuite has just launched Connect, a Love Legal integration.
Connect is a client facing portal that allows users to interact with their customers through a custom branded portal. WillSuite users have access to:
WillSuite was built to provide a secure online document drafting solution and has been developed as a result of user feedback, and our client portal is no exception. We’ve listened to what our users want and need, and we’ve built it into Connect. We’ve thought carefully about user experience, right down to the finer details. This means you get to benefit from seamless interaction with your clients, a company branded portal interface, and an overall streamlined experience for your customers.
Requests can be sent via the Connect tab on the left hand side of a case within WillSuite.
Here you’re able to send multiple different types of requests, all at the same time. This makes data collection a breeze and will see the need for double data entry reduced dramatically, as you are able to request exactly what you need from the client.
Additionally, we’ve taken measures to protect you and your client’s data. Connect provides you with a secure platform to send and receive confidential data, for each request made the client must provide verification of identity. On top of this, for any e-signatures put through the system, a replay, IP address, and other details like browser/device used is saved. This is to ensure you’re receiving a legitimate signature.
For more information on the Connect platform, click here.
Are you currently using WillSuite? You can enjoy a free 14-day trial to experience our latest functionality, as well as everything the system has to offer.
In a new venture for WillSuite, we’re going to be releasing a monthly article that breaks down and explores newly released features, noteworthy system updates and anything else that you might want to...
It's widely recognised that the expense of gaining new clients outweighs the cost of providing exceptional service to retain existing ones. Those businesses that focus solely on client acquisition oft...
Last week, the LEAP Estates Launch Webinar took place, becoming one of our most well-attended events to date! In light of the webinar's success, we’re going to break down what was covered and discu...