WillSuite is a comprehensive software solution that is enabling thousands of estate planning professionals to save time and money whilst simultaneously opening up new opportunities in reporting, communication and data management.

But how specifically does WillSuite achieve this? What kind of optimisations and improvements can law firms expect when investing in software?

Intuitive and dynamic document drafting

Unlike traditional template drafting methods, WillSuite is built around a comprehensive questionnaire that builds the document based on the answers you give and the data you input. The questionnaire is also completely modular, and can be filled out in any order. Because the questions are easy to answer or fill out, you are able to complete drafts of simple or complex wills in a fraction of the time it would take compared to traditional methods. WillSuite allows you to complete sections in any order, meaning you have a lot of flexibility when it comes to drafting, whether you’re filling out the questionnaire with the client, after taking instruction or passing the work onto a colleague.

Streamlined case-management

WillSuite comes with a fully integrated case-management system that is customisable, importable/exportable and easy to use. One of the benefits of using WillSuite’s case-management system is that you only need to enter client details once, from there you can pull details into documents from the address book without keying data multiple times.

Low opportunity cost

The team at WillSuite knows that software should solve inefficiency, not create it. For this reason, our onboarding process has been designed to get you up to speed on how to use each aspect of WillSuite, how to tailor the platform to your business and how to manage your data. What’s even better is with our free 14-day trial and orientation sessions, you can get both hands-on experience and training before spending a penny. During this trial period, you are able to put real data into the system, customise the platform in-line with your business workflow and experiment with the software features. What this means is you don’t have to pay for a system you aren’t getting the most out of from day one.

Plain English documents

All of the clauses on WillSuite are drafted in plain English, which consistently helps you adhere to the Law Society’s WIQS standard. With documents that are more easily understood by clients.

Automation

WillSuite automates many standard practices that Law Firms do every day, these include:

• Client facing letters
• Case and document workflows/pipelines
• Information gathering via a Client Portal
• Drafting automation through error checking, address book and more
• Team management
• Invoicing and chasing of payment

To begin your journey with WillSuite, get in touch with a member of our helpful team for your tailored orientation. [email protected]