Features
WillSuite are at the forefront of legal tech continuing to release new products and technological advancements and services to the industry.
Connect
Your branded client-facing portal
If you're looking to be able to provide draft documents to clients, to capture client or prospect information, to get documents signed online, or to get I.D from clients then the new Connect integration is for you.
Your full legal document suite
Full Document Suite
WillSuite, a cloud-based solution for Will drafters, Financial advisers, Solicitors, and Estate planners, streamlines legal document creation with confidence. Pioneering Will Writing and Estate Planning software prioritizes innovation, automating processes for professional efficiency. Since its 2015 launch, WillSuite generated 600,000+ Wills, enhancing client service for thousands in the profession. Features include dynamic questionnaire-based creation of Wills, LPAs, Living Wills, Letters of Wishes, and Severance of Joint Tenancy. Access up-to-date content and clauses through the WillSuite legal advisory panel. Integrate seamlessly with LEAP, Stripe, and LexisNexis AML checking. Utilize powerful client communication tools, including custom workflows and automated creation of branded invoices and letters.
Look after your clients
Appointments
Appointments are vital to any estate planning business, and this tool allows you an overview - as well as being able to reduce no shows by sending out reminder SMS messages to clients.
Keep comprehensive notes with intuitive questionnaires
Questionnaires
Our questionnaires have been built to follow. Within the questionnaire is the client address book, meaning whether you're doing wills or LPAs for both your initial client and their families - you'll only ever have to enter their details once.
Look after your clients data
Secure Client Data
WillSuite is fully GDPR compliant. All data is stored securely within the UK and backed up regularly. Companies can have a master license and lock down permissions for some users as needed. Users can opt for regular mandatory password changes, can set up 2 factor authentication and documents can be encrypted within the system. You can then demonstrate to your clients that you take the security of their data seriously.
LEAP Estates integration
Estate Administration with LEAP Estates
LEAP Estates is designed for lawyers practising in estate planning and probate, offering a comprehensive solution to improve efficiency, save costs, and reduce risks. LEAP Estates streamlines processes, automates tasks, and minimises human error. By optimising workflows and providing intelligent compliance measures, the software ensures adherence to regulations and protect a firm's reputation. Additionally, the software enables efficient resource allocation, resulting in significant cost savings.
See where your clients are coming from
Your marketing dashboard
Businesses that have a handle on where their work is coming from and can manage the relationships with introducers, stakeholders and clients are going to build longevity. WillSuite gives you a number of KPIs (Key Performance Indicators) to enable you to track what your business is doing well, where business is coming from and enables growth. Additionally, the WillSuite team provide support and advice to help you generate more business.
Branded Customisable Invoicing at the click of a button
Branded invoicing
Why do you need to pay for multiple systems when features like invoicing are available at no extra cost within your WillSuite package. Set your prices within the system, then simply click on the invoicing tab within a case and your invoices can be created in seconds. Better still, you can record progress, chase payments and improve cashflow within the system.
Create and track custom client journeys
Pipeline
The Pipeline functionality built into WillSuite, coupled with "pipeline notifications" is one of our most valuable business automation tools in the software. It can be used for flagging up cases to appointed people within the business which may have been lost / forgotten about, or for automating chasing of clients who may have had a draft will sent to them but have never responded.
And so much more!
Here's just a few hand-picked features available within the software which help our clients to run and grow their businesses.