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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...
Customer reviews are great when they’re glowing, and a problem when they’re scathing. They can have a real and significant impact on your business and customer perception. Did you know that in 2020, 8...
WillSuite is a cloud-based legal drafting software geared towards estate planners, private client solicitors, accountants and financial advisors. The software is a ‘business in a box’ solution, which...