WillSuite continues to enhance our Will writing software for advisers in the Will writing industry. Having recently announced the launch of iOS and android apps, we are now broadening the software with large updates planned over the next month (free to our users, of course).
With many similar solutions appearing on the market claiming to be “The Best” – we invite you to try our offering and come to your own conclusion.
To be succinct, here’s what sets us apart:
- Fully integrated (and free) SMS appointment booking service through our integration with sms-reminders.co.uk
- Case tracking & Document Pipeline management with integrated notification services to update and remind both the client of status and the drafter (such as document in drafting, sent to client etc)
- Billing management – send invoices through the system and track payments
- Compatible with any modern device – you can even use the system on your phone to check cases or amend documents.
- Cloud based solution ensuring data is always safe, cases can be shared internally with other users within the same organisation.
You can be set up and using our Will writing software in 5 minutes by registering on our website to see what we can do for you: willsuite.co.uk