Name: WillSuite
Author: LoveLegal

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Kubernetes Monitoring

Service Mesh

Development

Academic Advising

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Email Spam Filter

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Database Load Balancing

Desktop Outsourcing

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Packet Analyzer

Software Defined Storage (SDS)

Tape Storage

Threat Intelligence

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Event Registration

Heatmap and Session Recording

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Acceleration

Sales Gamification

Sales

Animation

Auto Repair

HIPAA Compliance

Insurance Suites

Investment Portfolio Management

PCB Design

Public Sector Software

Tax Practice Management

Vertical-Specific

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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.

Essentials

Premier

Rocket Matter

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

EasyStart

Clio Grow

Advanced

Complete

Clio

WillSuite

Legal case management software organize facts pertaining to cases, whether billing hours or facts, history, and documents relevant to the matter. Because hours logged is essential to this case management software also includes billing related features and customer document and information management. Finally, they integrate with eDiscovery tools so that relevant information can be associated to cases quickly.

Legal Case Management

LoveLegal

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Legal Case Management Software

WillSuite

Overview

What is WillSuite?