Countrywide Legacy’s big reveal – new features for you!

For all of our Essential Package users, we can finally announce the new features which will be included in your Countrywide Legacy Software for a limited time at no extra cost.

Introducing our new Paperless Package:

Electronic Terms of Business, Rights to Cancel and Receipt

No more paper! Terms of Business, Receipt and Rights of Cancellation can now be produced and personalised with the Software. It automatically enters your Company and your clients information, including your charges on your client’s receipt. As everything is done electronically, this completely removes the need to do any paperwork and potentially means you only have to see your client once!

Click here to view our video

our star of the show

Personalised Client Disclaimer

The new Client Disclaimer is completely personal to your clients. It provides you with protection and is built dependent on what the client has chosen to do.

The Client Disclaimer indemnifies you should your clients act against your best advice.

When your client decides to for example, not order the correct products according to your recommendations or even deciding to appoint just one Executor, the warnings from the Software are placed into the Client Disclaimer for your clients to acknowledge and sign.

locker

This will serve to mitigate risk and protect yourself from any potential claims arising from either a client’s action or lack of action for a given warning, helping to ensure that you are not liable for any misjudgements later on.

And we’re not stopping there…

The Client Disclaimer can now be signed electronically by your clients. There will be no need to print any documents as everything can be completed electronically. If for any reason your clients forget to sign, we have implemented a system where Countrywide Legacy will automatically email reminders to your clients.

Click here to view our video

Electronic Notes and To-Do notes

No longer will you need to take notes on paper at a client meeting. You can seamlessly enter notes into the software, ensuring nothing is lost and all the information is secure. These notes can be stored on the client’s profile for future reference, and can even be added to the Client Disclaimer. You can also create to-do task lists for your own personal reference, which can be marked off once completed.

Click here to view our video

Bonus Feature: Document Preview

Preview legal documents in real time whilst taking client instructions or before printing.

Click here to view our video

…and this will all be included in the Essential Package,
for existing Essential Package users until 2019

The Paperless Package will automatically come onto your machine 30/07/2018.
Please contact us if you have an issues.

Countrywide Legacy, the gift that keeps on giving

This article was published by the submitter (as named above) as part of their advertising agreement with Today’s Wills & Probate.

The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

Rate this article:

Join the Discussion

Your email address will not be published. Required fields are marked *

*
*
*

X