Time To Reduce The Cost And Preparation Time Of Your Attendance Notes!

Well over half of solicitors feel that stress in the legal industry is a major issue that can have an impact on employees. It’s widely agreed upon that more can be done to streamline working processes and increase efficiency.

Surges in Wills being contested means Will drafters must ensure their procedures are robust, to reduce risk to their business and their clients. A fully detailed account of the context of decisions must be recorded alongside the creation of Wills, so you are able to give the deceased a voice should they be challenged.

Successful challenges to Wills very often the result of poor housekeeping and administrative errors within paper-based processes. So the quality of attendance notes and the efficiency of how they are produced must improve.

Where it’s all going wrong

Putting pen to paper was sufficient when it was the only way to do things but has always had its drawbacks and can lead to:

  • Misinformation
  • Mistakes
  • Misplacement

As a result, automated systems have been adopted as a means of reducing workload and saving time and money in the Will drafting process – so is it time for you to utlise the power of technology?

Don’t get stuck in the past…

Many legal firms continue to use paper-based systems to run their businesses, often falling short when it comes to attendance notes. Using paper poses an increasing problems, including:

  • Unnecessary costs
  • Time inefficiency
  • Less client satisfaction
  • Security risks
  • Inaccuracies within documents

This is why an increasing number of companies are beginning to look at more innovative systems to deliver their services.

How can we help?

Countrywide Legacy’s ‘Will Clarity Package’ is an automated system which allows for assurances where paper-based systems fail and enables you to fulfil guidelines set out by the SRA regarding:

  • Testamentary capacity
  • Undue influence
  • Surrounding circumstances
  • Drafting Wills in a timely manner
  • Knowledge and approval

The software enables employees to be easily trained to produce sufficient attendance notes using our systematic software which seamlessly guides users. It guarantees that the right information is recorded electronically and in a way that is both clear and concise – saving time and hassle when compared with written attendance notes.

We’ve made your life easier!

Countrywide Legacy’sWill Clarity Package’ can automatically compile a Will Clarity Statement and Statement of Execution, produced at the click of a button, which fully satisfies the ‘why, when, where, how and what’ when it comes to your clients’ Wills and associated documents, their wishes and the surrounding circumstances – protecting your business and reducing the risk of a successful challenge for your client.

The Will Clarity Package takes the pressure out of attendance notes by:

  • Reducing production time
  • Reducing production costs
  • Ensuring all relevant information is recorded
  • Increasing accuracy

Using an electronic system makes creating attendance notes, when advising a client, simpler. 

Customer feedback…

61 clients chose to have Will Clarity Reports produced in the last week alone and this is what our customers think of the software:

“So simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs.”

“I have peace of mind that my consultants are acting appropriately and reducing risk to the business.”

“Clients are very understanding and they see the professionalism of using such packages.”

Let technology transform your business!

Clients anticipate technology to be incorporated into all aspects of service in 2019 and beyond, so transferring to an electronic system won’t come as the shock you might expect!

Our innovative system, the Countrywide Legacy Will Clarity Package, will help your business to build a successful Will drafting service.

Don’t let attendance notes break your back or your business! Visit our website to learn more about the Will Clarity Package.

This article was submitted to be published by Countrywide Legacy as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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