WillSuite

WillSuite is a suite of legal software solutions designed for Solicitors, Will Writers, and Estate Planning Professionals in the legal industry. According to the vendor, it offers a user-friendly platform for creating legal documents with ease and confidence. WillSuite caters to businesses of all sizes, including small firms and large enterprises, and is utilized by various professionals such as Solicitors, Will Writers, Estate Planning Professionals, Accountants, and Financial Advisers.

Key Features

Marketing dashboard and client reporting: According to the vendor, WillSuite provides a feature that allows users to track and analyze their marketing efforts. Users can monitor key performance indicators (KPIs) to assess business growth and evaluate the success of marketing campaigns.

Custom client journeys: The vendor claims that WillSuite enables users to create and track personalized client journeys, streamlining their workflow. This feature automates tasks and ensures a seamless and efficient client experience.

Appointment scheduling and management: WillSuite offers a comprehensive appointment booking feature that allows users to schedule, track, and manage appointments with clients. Users can access their appointment calendar, send automated reminders, and manage availability.

Comprehensive note-taking with intuitive questionnaires: According to the vendor, WillSuite provides a feature for keeping detailed notes on client interactions. Users can utilize intuitive questionnaires to gather necessary information and ensure accurate documentation.

Client filtering and database segmentation: The vendor states that WillSuite allows users to filter clients and segment their database based on specific criteria. This feature facilitates efficient organization and communication with different client groups.

Last Will & Testaments: WillSuite offers a comprehensive feature for drafting and creating legally binding wills. The system provides solicitor-drafted clauses and templates, minimizing errors and saving time.

Lasting Power of Attorneys: According to the vendor, WillSuite includes a feature for creating and managing Lasting Power of Attorneys. Users can customize these legal documents to grant decision-making power on behalf of another person, tailored to their clients' needs.

Lifetime Trusts: The vendor claims that WillSuite provides a feature for creating and managing lifetime trusts. Users can draft and customize trust documents to safeguard and distribute clients' assets in accordance with their wishes.

Land Registry Forms: WillSuite offers a feature that enables users to generate and manage Land Registry Forms. Users can easily complete and submit the necessary forms for property transactions, ensuring compliance with regulations.

General Power of Attorneys: According to the vendor, WillSuite includes a feature for creating and managing General Power of Attorneys. Users can customize these legal documents to grant decision-making authority in specific situations on behalf of another person.