Connect Client Portal

Your branded client-facing portal.

All-in-one platform

: Document upload and request approval of documents such as draft Wills.
: Request clients to fill out details, including personal information, case address books, assets and liabilities information, and more.
: Upload documents to be signed with custom e-signature boxes, such as terms of business.
: Provide clients with pre-approved meeting times to easily schedule appointments.
: Build and send custom questionnaires which automatically pre-populate client’s files and CRM fields.
: Send branded invoices to clients for secure online payment with our new Stripe Integration.

Pricing

Try Connect with 10 free requests per month. Contact us for more information.

See it in action in this short video or book in for a practical demonstration.

Can’t find the answer you’re looking for? Reach out to our customer support team.

Can I book a demo of Connect?: Yes. Our team are happy to provide you with a tailored demonstration and to answer any of your questions.
How does Connect work?: Connect is accessible within a client case inside WillSuite. You choose what to send to clients and at what point? You can create custom questionnaires, get clients to complete their own address book and even send draft documents for approval.
Are their any hidden costs?: No. Just like WillSuite's pricing, the connect pricing is equally transparent. You pay a monthly rolling subscription for a number of client requests (essentially like a credit). Then, when you send a request, it uses a credit.
What constitutes a request?: Each request sent to a client through Connect can be made up of multiple request items such as an ID upload and a document approval request (2 requests). Each of these single items contribute to your allocated limit which you are able to upgrade at any time.