Last Updated
Overview
WillSuite offers specialized estate planning software, streamlining complex wills and Lasting Power of Attorney (LPA) drafting to boost your firm's efficiency. While it lacks a native report writer for deep analytics, the platform’s acclaimed ease of use and powerful customization make it a top choice for modern legal practices.
Be the first one to leave a review!
No review found
Starting Price
Custom
WillSuite Specifications
Case Management
Document Management
Client Management (CRM)
Billing & Invoicing
What Is WillSuite?
WillSuite is a cloud-based legal drafting and practice management platform designed specifically for estate planning professionals. It streamlines the creation of complex legal documents, such as Wills and LPAs, using intuitive, questionnaire-based workflows and solicitor-drafted clauses. The software goes beyond simple document generation by providing integrated tools such as branded invoicing and client data management. These features help firms reduce administrative time, enhance accuracy, and improve overall business efficiency.
WillSuite Pricing
The WillSuite pricing is subscription-based, and its details are as follows:
- Standard Package - £120/user/month (plus VAT)
- Bespoke Package - Custom Pricing
Disclaimer: The pricing is subject to change.
WillSuite Integrations
The software supports integration with multiple systems and platforms, such as:
- Office 356
- Leap software
- Stripe
- LexisNexis
Who Is WillSuite For?
WillSuite is ideal for several users and professionals, including:
- Solicitors
- Will writers
- Estate planners
- Accountants
- Independent financial advisers.
Is WillSuite Right For You?
WillSuite is a powerful choice for any legal practice where estate planning is a core profit center. Its key differentiator is its specialized design, which combines intuitive document drafting with a full suite of business management tools, creating a true ‘business in a box’ solution. The software is endorsed by ‘The Society of Will Writers’ and ‘The Institute of Professional Will Writers’, which highlights its reliability and comprehensiveness. For firms seeking to enhance efficiency and deliver superior client service, the software provides a dedicated, industry-approved platform.
Are you still not sure about WillSuite and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.
WillSuite Features
This feature provides a comprehensive, cloud-based solution for creating a wide range of legal documents through dynamic questionnaires. It uses solicitor-drafted, up-to-date clauses to ensure compliance and accuracy, helping firms improve efficiency and enhance client service with professional, reliable outputs.
The marketing dashboard offers valuable business intelligence by tracking the origin of new business and managing introducer relationships. It provides key performance indicators (KPIs) that allow firms to analyze marketing effectiveness, identify successful channels, and make data-driven decisions to foster strategic growth.
This feature delivers a secure, GDPR-compliant system for handling sensitive client information, with all data securely stored. It includes powerful security measures like two-factor authentication, role-based user permissions, and document encryption, helping firms demonstrate a strong commitment to data protection.
The branded invoicing tool is integrated directly into the case management workflow, allowing users to generate customized, professional invoices in seconds. This feature helps streamline the entire billing process, from setting prices to tracking payments, ultimately improving a firm's cash flow management.
