With huge boosts in efficiency, built-in compliance tools and bespoke levels of customisation, it is easy to see why so many private client departments are using WillSuite.

So for those of you looking at upgrading your current software provider this year, this article is for you! We are going to be exploring the process of onboarding with WillSuite and how simple it is to set everything up perfectly in line with your firm’s processes.

Reaching out to a member of our team is the best way to get started, we are always on hand to help and can set you up with both a trial and introduction to how the software works. Because the software is so intuitive, an introductory call will typically only take 30 - 45 minutes, so those with packed diaries can breathe a little easier. Get in touch! [email protected] 

From there, your team have free access to a trial period to put the software through its paces, watch training videos and begin customising to tailor the software around your business.

The best part about the trial? Everything you set up during those 14 days will be automatically carried over to a live subscription, so you can get started with all of the time saving tools and client case files you have already implemented.

We know that firms need software that can keep up, integrate with their existing systems and not compromise on the tools needed to run the day-to-day. Understanding this has been a core focus of WillSuite since the beginning.

We are now going to touch on just a few of the features that are important to firms looking to optimise and grow their private client department.

User Management

WillSuite allows you to control, provide access or lock down areas of the software to manage how your team uses the system. This can range from restricted document access, removal of administration functions, and mandatory data entry.

Pipelines

You can look at WillSuite’s pipelines as a custom workflow tool. They can be used to track things like customer journeys, document processes and overall points of communication with the client. Pipelines are fully customisable, which means they can be mapped exactly to your existing processes. If you are not already incorporating some form of automated text/email communication into your customer journey, pipelines are not one to miss out on.

Task Management

Whether you’re manually scheduling tasks for your team to complete or having them automatically generated as part of an existing workflow, the task management function is incredibly customisable to make sure your team are sticking to SLA’s and meeting client expectations. Task management is a great way to increase productivity and improve efficiency.

If you’re interested by any of the points mentioned in this article, make sure you get in touch to learn more [email protected] | 0330 223 0538