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WillSuite

WillSuite provides tailored software for estate planning, simplifying the creation of intricate wills and Lasting Power of Attorney (LPA) documents to enhance y...

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WillSuite provides tailored software for estate planning, simplifying the creation of intricate wills and Lasting Power of Attorney (LPA) documents to enhance y...

Watch Demo Get Pricing
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Product Overview

WillSuite provides tailored software for estate planning, simplifying the creation of intricate wills and Lasting Power of Attorney (LPA) documents to enhance your firm's productivity. Although it does not include a built-in report generator for detailed analytics, its renowned user-friendliness and robust customization options position it as a premier selection for contemporary legal firms.

Product Details

What Is WillSuite?

WillSuite is a comprehensive cloud-based platform tailored for legal drafting and practice management, specifically aimed at professionals in estate planning. It simplifies the process of generating intricate legal documents, including Wills and LPAs, through user-friendly, questionnaire-driven workflows and clauses crafted by solicitors. This software offers more than just document creation; it includes integrated features like branded invoicing and client data management. Such functionalities allow firms to minimize administrative burdens, boost accuracy, and enhance overall operational efficiency.

WillSuite Pricing

The pricing model for WillSuite operates on a subscription basis, detailed as follows:

  • Standard Package - £120/user/month (plus VAT)

  • Bespoke Package - Custom Pricing

A 14-day free trial is also available. For a personalized quote on WillSuite costs, please contact us.

Note: Pricing may vary.

WillSuite Integrations

This software is compatible with various systems and platforms, including:

  • Office 365

  • Leap software

  • Stripe

  • LexisNexis

Schedule a complimentary demo of WillSuite to discover more about its integration capabilities.

Who Is WillSuite For?

WillSuite caters to a diverse range of users and professionals, such as:

  • Solicitors

  • Will writers

  • Estate planners

  • Accountants

  • Independent financial advisers

Is WillSuite Right For You?

This platform is an excellent option for any legal practice where estate planning serves as a primary revenue stream. Its standout feature is its specialized architecture that merges intuitive document drafting with a complete suite of business management tools, effectively offering a ‘business in a box’ solution. The software is recognized by both ‘The Society of Will Writers’ and ‘The Institute of Professional Will Writers’, underscoring its trustworthiness and thoroughness. For firms aiming to boost productivity and provide exceptional client service, this software presents an industry-approved platform dedicated to their needs.

If you’re still uncertain about whether WillSuite is the right fit for you and require professional guidance to make an informed choice, feel free to contact us at info@softwareseekers.com.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✔ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✔ client portal
✘ clio software
✘ collaboration
✔ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✔ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✔ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✔ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✔ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✘ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✔ document automationassembly
✘ attendance and time tracking
✔ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Streamlines drafting, increases productivity
  • ✔ Highly customizable to business needs
  • ✔ Simple, user-friendly, and intuitive

Cons

  • ✘ No Active Directory single sign-on
  • ✘ No built-in report writing tool

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Professionals across the legal industry, including accountants, estate planners, independent financial advisers, solicitors, and will writers, benefit from WillSuite features.

The platform is primarily available in English.

The platform’s pricing follows a subscription-based model with two options: the Standard Package at £120/user/month (plus VAT) and the Bespoke Package with custom pricing. It also provides a 14-day free trial. You can also request a personalized WillSuite price quote now.

The software supports integration with various systems and platforms, including Stripe, LexisNexis, Leap software, and Office 365.

The software offers phone and email support.

Yes, WillSuite has a mobile app.

Yes, WillSuite software provides an API.