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.