Sponsor Spotlight: CLS Property Insight

In a series of Supporters in Focus pieces, we are thrilled to introduce our supporters of The British Wills and Probate Awards 2021

Alongside headline sponsor Executor Solutions we look forward to recognising achievement, highlighting progression and championing innovation.

Today we profile Probate Provider of The Year sponsors CLS Property Insight.

We’re delighted to have CLS Property Insight (CLS PI) on board with the fourth year of The British Wills & Probate Awards. First of all, tell us who you are and what you do

CLS PI is a leading provider of products and services for Legal Indemnities, Conveyancing and Estate Administration matters. We provide a personal service with expert advice and support from our highly qualified underwriters, business development and client services teams. We start with our customers experiences and needs, simply identify the pain points then work together to innovate and deliver real value. Every problem has a solution, we are creative enough to find it.

What have CLS PI been doing over the past 9 months since The British Wills & Probate Awards 2020?

Our teams have been flat out this year, we’ve seen record volumes of transactions and it’s testament to the team that they have all knuckled down and really made the magic happen for clients. We’ve also been hosting some in-depth focus groups to gain valuable insights on what matters most to our clients. This has led to us expanding our range of services to a new Estate Administration offering which will soon be launched. We are really excited to be able to address some of the frustrations that private client firms feel, in a way that will also help their end client have a better experience in what can often be a difficult time.

What do you think is the biggest challenge the sector has faced over the last 12 months?

It kind of goes without saying that covid has been the biggest challenge. I’m really proud of how the team have responded; we’ve had to adapt at pace, work in different ways and most importantly look out for each other. It’s been a humanising experience, as the nature of video calling means we’ve had a glimpse into each other’s lives in new ways. We’ve met pets and children, had photo competitions and hosted live cook-a-long hospitality events! When you put your mind to it, as a team, you can overcome the challenges. It just means thinking differently, which is in our DNA.

And what innovations were you seeing in the market?

What is evident, from almost all areas of business, is that data is king. On an individual level we are experiencing increasingly personalised and tailored interactions based on data that organisations hold about us. It is leading to our business clients wanting a more technology-driven integrated way of working – increasingly, the historic silos and traditional methods are being challenged. This is really exciting for the future when we explore genuinely disruptive possibilities.

What are your predictions for the sector in 2022 and beyond?

It depends on how fast technology is adopted, but there’s so much to go after. I think we’ll see a change in the typical working day of those in law – I hope that we’ll have removed much of their need to jump around between multiple systems, trying to find and manipulate data to get what they’re after. I can see a time where they’ll be able to focus on their expertise in law instead of ploughing through unnecessary paperwork and re-keying information into multiple systems. When you embrace the vision of a seamless experience, it helps focus the mind on where the gains lie.

Have you got any messages for the sector and our shortlisters?

First of all, I want to congratulate everyone who has been shortlisted! Being recognised at prestigious awards such as these is something that should be celebrated by everyone across the business. Everyone has played a part in making that success happen, from the people who keep our workspaces clean and safe to work in through to those who are shaping the direction and vision of the firm. Well done to your whole team, we applaud you.

To the wider sector, we want to encourage you to think big! We’re really excited about the potential for change that’s ahead of us. If you’re new to the idea of using data differently, don’t worry about having to be a technical guru. The skill is in being open-minded to exploring new ways of working, because teams like ours have the technical ability to bring it to life for you.

Engage with us, we want to help you lead the way.

Thank you to CLS PI for their support for The British Wills & Probate Awards 2020.

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