Your branded client-facing portal.
WillSuite has just launched Connect, a Love Legal® integration.
Connect is a client facing portal that allows for users to interact with their customers through a custom branded portal. WillSuite users have access to:
Here's a quick look at what the system can do.
WillSuite was built to provide a secure online document drafting solution and has been developed as a result of user feedback, and our client portal is no exception. We’ve listened to what our users want and need, and we’ve built it into Connect. We’ve thought carefully about user experience, right down to the finer details. This means you get to benefit from seamless interaction with your clients, a company branded portal interface, and an overall streamlined experience for your customers.
Requests can be sent via the Connect tab on the left hand side of a case within WillSuite. Here you’re able to send multiple different types of requests, all at the same time. This makes data collection a breeze and will see the need for double data entry reduced dramatically, as you are able to request exactly what you need from the client.
Additionally, we’ve taken measures to protect you and your client’s data. Connect provides you with a secure platform to send and receive confidential data, for each request made the client must provide verification of identity. On top of this, for any e-signatures put through the system, a replay, IP address, and other details like browser/device used is saved. This is to ensure you’re receiving a legitimate signature.
If you're using WillSuite already head over to your 'Admin Settings' and add it to your subscription.
If you're new to WillSuite and would like to trial it free for 14 days, click the button below and start your trial.