– Introducing –
Online Will Planner
The simple way to save time – start planning your solicitor-drafted Will by providing your information online.
Ensuring your clients feel secure and looked after whilst dealing with something as sensitive as creating a Will is important.
With this in mind, our dedicated team of legal IT specialist have designed a new Online Will Planner solution, to ensure your firm can handle new Will cases remotely and ease the stress away from your firm and most importantly your clients.
Take your firm to a new level as our new modern and sleek web-based Will Planner provides the perfect base for your firm to create any type of Will your client desires.
Step one – The cleverly designed web form can be branded and integrated to your firm’s website, it will be user friendly and provide a number of features to ensure clients don’t get stuck or confused along the way. A clear step-by-step process guide and progress bar for clients to see how much of the form has been completed will be visible directly on the webpage. Additionally, based on the clients input, the web form will alert the user on screen if the will is complex and requires a consultation.
Step two – As soon as your clients have filled in a web form, it will be submitted to your firm where a solicitor can verify all of the data before submitting it to P4W. Once the verified data is injected into P4W it will create a client entity and matter, store all of the information within bespoke Managing Partner tables and insert the Will template.
Step three – Once the client submits the form, an email is sent in real-time to the designated users for the next stage. Processing the Will template will either merge data from the form into a simple Will or trigger a series of questions and answers which, together with information captured in the web form, build a complex Will.
Quick and Easy – The web based Will Planner is created by legal IT experts so that your clients can complete basic personal information on a well-designed web form with no fuss.
Remotely done – Remove the need for coming into the office, as the web forms are integrated with your firm’s site and completed remotely by clients, which will then be sent directly to your solicitor.
Customisable – Your firm can design the web form to fit your branding requirements as well as pick and choose what steps or questions should be added to your web form, providing your clients with a tailored approach.
P4W integrated – Enjoy the benefit of having completed web forms submitted into P4W, where it will be duplicate/conflict checked and used to auto populate wills and other letters and documents.
