Events Calendar
Join us and our partners for a series of informative events and business surgeries designed to help you and your business gain knowledge, get support, guidance and advice.
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Past Events
10:00am Thu, 8th February 2024
LEAP Estates Launch Webinar
We're delighted to personally invite you to this exclusive webinar that explores our brand new, end-to-end private client solution for estate planning and estate administration. We'll be exploring the vast amount of features and tools LEAP Estates can offer your firm and how you can save hundreds of hours managing probate for your clients, draft estate planning documents efficiently, automate forms and precedents, integrate with your Office 365 account, and much more.
12:00pm Tue, 6th February 2024
Training Webinar: WillSuite Integration in SOS Connect
SOS Connect’s seamless integration with WillSuite allows solicitors, will writers and estate planners to draft legal documents easily using plain English. Willsuite’s panel of TEP-qualified lawyers ensure content and clauses are kept up-to-date, keeping the product at the cutting edge of the industry. Join us for an overview of the WillSuite software and integration with SOS Connect.
12:00pm Fri, 24th November 2023
Mastering WillSuite: A Lunch and Learn Series - Reoccurring Payments Feature
In this weekly series, we take a look at a variety of WillSuite features, tools and topics and how they can unlock new efficiency. These 30 minute sessions are packed full of useful information to help you make the most of WillSuite. In this session, we'll be taking a deep dive into one of WillSuite's recently released features, the reoccurring payments tool. Agenda: - What is the reoccurring payments feature? - Real-world examples and tips - Getting set up + Q&A
12:00pm Thu, 16th November 2023
Mastering WillSuite: A Lunch and Learn Series - Scenarios Feature
Mastering WillSuite: A Lunch and Learn Series - Scenarios Feature In this weekly series, we take a look at a variety of WillSuite features, tools and topics and how they can unlock new efficiency. These 30 minute sessions are packed full of useful information to help you make the most of WillSuite. In this session, we'll be taking a deep dive into WillSuite's newest Scenarios feature. Agenda: - What is the Scenarios feature? - How does it work? - Real-world use cases - Getting set up + Q&A
12:00pm Thu, 9th November 2023
Mastering WillSuite: A Lunch and Learn Series - Connect Client Portal
In this weekly series, we take a look at a variety of WillSuite features, tools and topics and how they can unlock new efficiency. These 30 minute sessions are packed full of useful information to help you make the most of WillSuite. In this session, we'll be taking a deep dive into WillSuite's fully featured client portal, Connect. Agenda: - What is Connect and how does it work? - Real-world examples and tips - Getting set up + Q&A
11:00am Wed, 1st November 2023
Mastering WillSuite: A Lunch and Learn Series - Client Relationships
In the first of this webinar series we're going to be looking at how you can get the most of WillSuite, starting with how the software can help you optimise and manage your client relationships. Agenda: Setting up and mastering CRM fields How to automate your client journey What tools can help you? Discussion
We don't accept liability for the advice or information provided by any of the partners during their session.