8reasons to use
1
It
’ s GDPR compliant and cloud based
You have your own unique login . It can track what you do or who access files . You can login on any devise with internet connection . Your client ’ s data will never leave the UK .
2
You
3
It
’ re not tied into any lengthy contracts
You sign up to a rolling monthly contract using a secure payment system .
’ s got a built in CRM system with process tracking
The system can log where you are in the document production process and sends you reminders .
4
Technical support
We have a Will Clinic ( 1-3pm ), written support , a comprehensive user manual and we support the system , working directly with our developers . We can also check your first 6 Wills for free .
If you ’ d like ongoing checking it ’ s £ 35 per Will ( mirrors ).
5
Appointment
6
Plain
7
Transparent
8
Full booking
Email notifications to clients or SMS notifications .
English
Our clauses are drafted by solicitors with the Crystal Mark for Plain English .
pricing
One monthly fee ( guided by the number of people you would like on the system ) and you have access to everything .
Estate Planning package
You can draft Simple Wills , Complex Wills , Will based trusts , LPAs , Severance of Tenancy , Will commentary and Wills are fully customisable .