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Pipelines are a way of automating tasks and functions within WillSuite. Using the system you are able to automate client communication and in this article the WillSuite support team have shared how to...
In the estate planning and private client sector, there are many software tools practitioners rely on as a part of the day-to-day. This article will cover the many vital integrations WillSuite offers...
A recent poll of estate planning professionals showed that 21% still draft documents using precedents and document templates*. Many explain that “that’s how we have always done it and we’ve built up a...
During the pandemic, we have been hit with ever-changing restrictions and some of those restrictions have continued to impact the most vulnerable people. The legal world has attempted to mould and dev...
Not sure on what a CRM is or how it works? We go back to basics and explain customer or client relationship management in this short article.
WillSuite has just launched the Connect open beta, a Love Legal integration. Connect is a client facing portal that allows for users to interact with their customers through a custom branded portal. W...