Written by Tom Stansfield on 5th November 2021
WillSuite have held over 25 events since the start of lock-down 1.0 and these have been incredibly well attended. As a result, we have launched a dedicated events page on the WillSuite website which you can access by going to https://willsuite.co.uk/events.
We have space on a number of upcoming events (webinars) including ‘An Introduction to the Love Legal - a client facing portal’, a session for IPW members giving them a tour around WillSuite, A re-run of the session that Neil Wright from Tower Street Finance hosted explaining how they are innovating and how practitioners and their clients can benefit.
The latest session we are able to announce is being hosted by Gemma Hopper of Nelson Solicitors. Gemma is a Court of Protection specialist and will be covering the Mental Capacity Act and introducing how decisions under the MCA are made.
These sessions are not restricted to WillSuite clients and everyone is welcome to attend. WillSuite run the sessions to benefit practitioners, to provide guidance and to help practitioners to continually develop their knowledge and skills.
All sessions can be booked from the events page linked to above.
We also run periodic marketing sessions on all manner of topics including social media marketing, using WillSuite’s CRM to grow your business, Tips to improve your website and more.
If you’re looking to partner with WillSuite then we would love to hear from you and if you have a session that would benefit private client professionals then we would like to hear from you. Feel free to contact us on info@willsuite.co.uk
In this short article we explore ways in which you can improve your storage offering. We've broken down the article into what others are doing, practical considerations and what we, as a software prov...
Over the last 9 months our solution has improved and our business has increased MASSIVELY. Here is what we promised 9 months ago, here is what we delivered and here is what you can expect next.
We caught up with Neal Astbury (Heritage Wills & Trusts) to discuss how he's leveraging software to automate the client instruction process. He didn't have to write any code, it was straightforward to...