WillSuite Monthly update

In a new venture for WillSuite, we’re going to be releasing a monthly article that breaks down and explores newly released features, noteworthy system updates and anything else that you might want to know! With that out of the way, let's kick off our first WillSuite monthly update!

What’s new?

Scenarios

If you haven’t already been using the scenarios feature, now is a great time to start. This feature works by allowing you to create tags (e.g. executor, beneficiary) to be used within a questionnaire, which can then be saved as a template. This template can then be used for cases within similar circumstances or scenarios which saves a huge amount of time and automates a great deal of the process.

You can continue to create as many tags and templates as you like, building up a library of templates for a variety of client scenarios.

We’ve had some really good feedback from our users on this feature, we strongly recommend giving this feature a try. You can get started by following our handy guide here - https://willsuite.co.uk/help/item/27/42 

Recurring Invoices

Do you bill your clients on a recurring basis for services like will storage or annual reviews? By using our recurring invoices features you’re able to set up scheduled payments from your client on a weekly, monthly or yearly basis.

Not only is this feature really useful but it’s also very easy to get started with! All you have to do is create and link your Stripe account with WillSuite, navigate to the invoices page and the feature will be automatically enabled.

If you need any help getting started, feel free to reach out to a member of our support team and we’d be more than happy to help - [email protected] 

Smaller updates and mentions

• Ability to filter notifications
• System check if a person already exists when creating someone in the questionnaire with alert
• Send certain Connect requests to people within the address book
• Send letter templates via Connect for viewing or approval
• Flexible tracked editing with clause conflict detection and colour coded edits
• Ability to tag appointments with their type which can be entered via appointments in company settings
• Specific gifts can now have a condition like monetary gifts
• Ability to save task, invoice and submission filters
• Ability to send notifications to the submission advisor on questionnaire pipelines
• Ability to mark appointments as cancelled as well as the ability to filter all appointments
• Ability to turn off our request item ordering in connect so that items display in the order that they selected them in when sending a request

For more information about any of these updates, please don’t hesitate to get in touch with a member of our support team - [email protected]

Next month we’ll be releasing our next development update article, and there’s a lot currently in the pipeline so stay tuned.

The WillSuite team