If you’re viewing this article, you’re probably wanting to learn more about WillSuite and how we’ve been helping lawyers much like yourself over the last 8 years.

As a brief overview, WillSuite is estate planning software that helps thousands of legal professionals draft their work quicker, communicate better with their clients and reduce their overall admin workload. WillSuite is a CRM, client management system, workflow tracker and document drafting software all in one package.

WillSuite has helped firms both small and large scale up their estate planning departments, all based around a first-class piece of software and all the tools that lawyers rely on during the day-to-day. These tools include:

• Questionnaire based estate planning document drafter - Including Wills, LPAs Severance of Joint tenancy forms, Letter of Wishes, Living Wills and more.
• Custom workflows with built-in automation
• User-permission management dashboard
• Branded client portal for optimised admin work
• Reminders, notifications and custom client communication

These tools have provenly helped firms who use WillSuite to grow and improve their department through new efficiencies. Here’s what just a few law firms had to say about WillSuite.

“WillSuite itself is so user-friendly and completely customisable. It will help reduce our drafting time dramatically and the additional touches (like automated text updates etc) really help improve the quality of service our Clients receive. Plus, if we ever need any help then the team are right there ready and willing to get stuck in. The value for money is second to none. Would absolutely recommend!”

Jade Gani

Solicitor

“I have been using WillSuite for around 18 months and I am very impressed, not only with the software itself which is very user friendly but also with the team at WillSuite and their approach to their users.” 

James Hadley, KingsGuard Legal

“The software is so user friendly and is easy to use and navigate. The staff at WillSuite are excellent to deal with nothing is too much trouble.”

Nicola Evans

Solicitor, Haydens Solicitors

If you'd like to learn more or book in a discussion with a member of the team, feel to contact us on 0330 223 0538 or info@willsuite.co.uk