Over the past couple of weeks, WillSuite have been running short “lunch and learn” style sessions that cover the latest features introduced to the system.

Thanks to everyone who joined the webinars, and to those who let us know they found the lunch and learns really beneficial.

Given the great feedback we’ve received, we thought it would be a great idea to go over the sessions and recap what was covered.

WillSuite Lunch and Learn - New Will

Summary

This session covers the changes made to the Last Will and Testament document on WillSuite, as well as the changes made to improving custom clauses and clause commentary.

Highlights

• Clause Overwrite: Customise standard clauses to reflect your in-house style.
• Visual Will: Offers a clear visualisation of client wills in a client-friendly document.
• Dynamic Commentary: Personalised and detailed commentary for clients.
• Improved Clauses: Enhancements made to life interest trusts and residue clauses.
• RNRB Trust Section: New addition simplifying trust setup.

Watch the full webinar here: https://youtu.be/l5UUE3he_iI 

WillSuite Lunch and Learn - Connect

Summary

WillSuite’s Connect Client Portal enables seamless client interactions, now included in monthly subscriptions, allowing various request types and automation.

Highlights

• Client Interaction: Connect allows direct communication with clients.
• Monthly Requests: Users can send up to 100 requests each month, all included within your WillSuite subscription.
• Document Management: Easily send and receive documents for approval and signatures.
• Custom Questionnaires: Create tailored questionnaires for clients.
• Payment Integration: Clients can pay invoices online through a secure link.
• Workflow Automation: Connect requests can be integrated into company workflows.

Watch the full webinar here: https://youtu.be/BNmotzSVpP8 

WillSuite Lunch and Learn - WillScan AI & IHT Calculator

Summary

WillSuite’s new IHT Calculator and WillScan AI streamline client data input and inheritance tax assessments effectively.

Highlights

• New IHT Calculator for quick assessment of clients’ tax liabilities.
• WillScan AI extracts data from scanned documents for easy address book entry.
• Saves time on manual data entry, supports various document types, including wills and instruction forms. Easily amend extracted data in the address book.

Watch the full webinar here: https://youtu.be/Np8X_Y7wsWE 

WillSuite Lunch and Learn - Pipelines and Standard Precedents

Summary

Discover how WillSuite’s pipelines streamline client workflows and enhance efficiency with customisable templates and automated processes.

Highlights

• Workflow Tool: Pipelines manage client case files and documents efficiently.
• Customisable Steps: Create multiple steps tailored to your business needs.
• Automation: Automatically send communications, reminders, and tasks.
• Templates: Utilise standard precedents for easy letter creation.
• Alerts & Notifications: Set up custom alerts for each pipeline step.
• Client Engagement: Automate feedback requests to improve service.
• Case Pipelines: Tailor pipelines for the entire client journey.

Watch the full webinar here: https://youtu.be/i8f7Z3FUfBk 

WillSuite Lunch and Learn - Additional features

Summary

Discover WillSuite’s new features: customisable questionnaires, time logging, and Word document output to enhance your workflow.

Highlights

• Custom Questionnaires: Tailor questionnaires for various needs.
• Time Logging: Track time spent on cases efficiently.
• Word Document Output: Export documents for further customisation.
• Dependency Setup: Create questions that appear based on previous answers.
• Auto Time Tracking: Automatically logs time spent on cases.
• Detailed Time Logs: View, edit, or delete log entries easily.
• Future Sessions: More Lunch and Learn sessions coming in the new year!



Watch the full webinar here: https://youtu.be/F-0HtYFajYo