The great news is that WillSuite can be set up in minutes and before you make any commitments, we invite you to try it free of charge. The two-week trial enables you to put some test cases into the system, explore how the pipeline functionality works and to get to grips with the customisable CRM system.

You will be invited to a 1-2-1 demonstration to show you how it all works, although the document creation is intuitive but WillSuite can and is helping people improve and transform their business.

We do a lot of the hard work when it comes to setting you up. When you request a trial, we will brand the system for you, set up your login details which will be emailed to you and you will be invited to login.

When you access the system, you can jump straight in and start creating documents or you can play around with customising the system, adding custom CRM fields and creating pipelines to help track your client’s journey with your business.

WillSuite is not super complicated. We keep things simple so you will benefit straight away.

If, after the two weeks, you like the platform and would like to sign up, simply follow the onscreen instructions and set up your license.

If you wanted to start creating documents for clients during the trial, simply sign up at that point, and any documents in the trial will be accessible without the ‘trial’ watermark.

We provide ongoing system support so if you want to customise the system in the future, set up a call with one of our friendly team and we can walk you through anything you don’t understand, or, watch the videos in the system.

Just a heads-up: you’re not tied into lengthy contracts. It is a rolling monthly contract and the pricing is fixed too. Simply £69 per user per month (+VAT). No hidden fees.

Got a question, head to our contact page, speak to us on live chat, call our office or email [email protected]