About Online Will Planner
Instantly take your firm to a new level as our innovative, web-based Will Planner provides the perfect base for your firm to create any type of Will your client desires.
Accesspoint’s Online Will Planner
- The innovative form is accessible to clients from your
website. - Can be branded with your housestyle.
- The form provides clear instructions for your client on each step and includes a progress bar and details can be saved part way through the completion process by the client.
- Fully integrated with your PCMS.
- Once a client submits their completed form and you have verified the information, their client entity and matter will be created and all information from their form will be saved within Matter Managing Partner (MMP) screens.
- The MMP data is then ready to merge into a Microsoft Word document Will template, be that simple or complex.
- A case management workflow for the Will can be built in if required.
Features
- The innovative form is accessible to clients from your
website. - Can be branded with your housestyle.
- The form provides clear instructions for your client on each step and includes a progress bar and details can be saved part way through the completion process by the client.
- Fully integrated with your PCMS.
What you need to know
- Once a client submits their completed form and you have verified the information, their client entity and matter will be created and all information from their form will be saved within Matter Managing Partner (MMP) screens.
- The MMP data is then ready to merge into a Microsoft Word document Will template, be that simple or complex.
- A case management workflow for the Will can be built in if required.
Online Will Planner Benefits
- The more self-service options there are available on your website will help attract new clients and increase client loyalty. The form can be customised to include your own branding and selecting the questions and steps you wish to include.
- The client entity and matter are created automatically thereby removing the manual, time-consuming steps you normally undertake whilst reducing the risk of spelling errors.
- Client information from the form is auto populated within your PCMS; thereby eliminating transcription errors and freeing up your time for fee-generating tasks.
- Some third-party Wills software providers can be expensive and just another piece of software for your employees to get to grips with. Your employees are familiar with MMP views and how templates interact with them and are therefore able to service their clients quicker as a result.
- Increased efficiency and client self-service enables you to offer a better experience and more competitive pricing.
- With 24/7 access to the Will Planner form clients can complete it at leisure and submit it at a time to suit them with the security of knowing the information is received immediately by you
- Your first face-to-face meeting can be better spent discussing your client’s needs rather than wasting time on admin
Benefits to you
- The more self-service options there are available on your website will help attract new clients and increase client loyalty. The form can be customised to include your own branding and selecting the questions and steps you wish to include.
- The client entity and matter are created automatically thereby removing the manual, time-consuming steps you normally undertake whilst reducing the risk of spelling errors.
- Client information from the form is auto populated within your PCMS; thereby eliminating transcription errors and freeing up your time for fee-generating tasks.
- Some third-party Wills software providers can be expensive and just another piece of software for your employees to get to grips with. Your employees are familiar with MMP views and how templates interact with them and are therefore able to service their clients quicker as a result.
- Increased efficiency and client self-service enables you to offer a better experience and more competitive pricing.
Benefits to your clients
- With 24/7 access to the Will Planner form clients can complete it at leisure and submit it at a time to suit them with the security of knowing the information is received immediately by you
- Your first face-to-face meeting can be better spent discussing your client’s needs rather than wasting time on admin
Book a Demo
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