The WillSuite team is pleased to announce a major update is to be released on WillSuite on the 1st of October 2024.

As part of this update, all users will have access to a wide selection of brand new and exciting features, making it possibly WillSuite’s single biggest new release to date.

And it’s not just a release of new features either, from improvements to clauses/content, additional paid features becoming completely free to use, the addition of brand new documents, to overall quality of life additions frequently requested by our users.

With that in mind, let’s take a more detailed look at what’s to come.

Book onto our upcoming webinar exploring the new features - https://us06web.zoom.us/webinar/register/WN_hBEIFG9hQQa6lHwGyOjrTA

New Will with Word Output and Commentary: Generate comprehensive wills in Word format, complete with our new dynamic commentary.

Permanent Tracked Edits: Employ your in-house style and incorporate bespoke clauses into WillSuite for use across any case.

WillScan AI: Harness the power of AI to read instruction forms and create address book entries.

Default Pipelines: Access to a library of curated pipelines which can be freely used or tweaked to suit your business.

Standard letter templates: Default letter templates provided as standard.

Inclusion of the standard Connect feature for all users: (Previously costing £49.00 per month)

Enhanced API access for all users with web-hook functionality: (Previously required a minimum cost of £445.00 per month)

Custom questionnaires: created and tailored by you to streamline all data gathering with auto populating to CRM fields

Advanced and improved activity log: for greater team visibility

Estate planning report: Can be generated for your clients with a suggested estate plan.

And many more features to be announced

If you’re interested in seeing a first look at how these features work before the official release, make sure to register for the our upcoming webinar - https://us06web.zoom.us/webinar/register/WN_hBEIFG9hQQa6lHwGyOjrTA 

For any questions, please contact support@willsuite.co.uk