Introducer
Hello
How the clients you've referred are getting on.
Referrals sent
–
In progress
–
Instructed
–
Of those decided, instructed
–
Client
Progress
Latest
Face to face, video or phone
Refer a client
Just the essentials. Our team will fill in the rest when they call.
What do they need?
Tick the consent box to send.
Referral sent
My cases
Client
Stage
Pipeline
Last activity
1Client details
2People named in the documents
New case
Fields marked * are needed. Everything else can be added later.
What do they need?
Sets the Pre Sales stage in WillSuite as soon as the case is created.
The case is created in WillSuite under Pre Sales. Next you can add executors, attorneys and others.
Client details
2People named in the documents
Add a person
Added so far
No one yet
People you add appear here.
Loading case…
Update this case
Two kinds of note, saved to different places in WillSuite. Both are signed with your name.
This case isn't in the Pre Sales pipeline, so its stage can't be changed here. You can still add to the interaction log.
History
Case notes
Pre Sales
Drafting
Updated in WillSuiteClients
Second client
People on this case
Case details
Ask the client for ID
Emails each client still missing ID a personal link to upload it. You will see who first.
SharePoint folder
Family tree
Unsaved changes
Assets and liabilities
Unsaved changes
Assumptions
Unsaved changes
Meeting notes
What the AI needs to write a good report. A line or two in each is enough.
Recommended services
Pick everything you are recommending from the price list. Prices can be changed for this client.