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Wills in progress

23 active · 4 signed this month
Instructions8
Check draft5
With client6
Final sent3
Signing1
Guardians not chosenCOLL0001 · John and Jane Collins
Draft ready to checkTHOM0004 · Margaret Thomas

Know where every will has got to

Every case moves through the same six stages, so you can see at a glance what needs you today.

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The journey of a will

Six stages, one click each

Move a case on when the work is done. Every change is logged with who made it and when.

  1. 1
    Taking instructionsQuestionnaire in progress with the client.
  2. 2
    Check draftDocuments generated, ready for you to check.
  3. 3
    Draft with clientSent for the client to read and comment on.
  4. 4
    Final sentChanges made and the final version sent.
  5. 5
    Awaiting signingSigning appointment booked or due.
  6. 6
    Signed and witnessedComplete. Review reminder set.
One page per client

Everything about the case, a tab away

OverviewClients, progress and the latest note.
PeopleExecutors, guardians and beneficiaries in one address book.
AssetsProperty, accounts and gifts recorded once.
DocumentsEvery generated document, as PDF or Word.
InvoicesWhat has been billed and what is paid.
Case logWho changed what, and when.

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Search by name, case reference or postcode from anywhere in the app.

LN1
  • John and Jane CollinsThe Courtyard, Ingleby, Lincoln LN1 2PQCOLL0001
  • Peter Collins14 Bailgate, Lincoln LN1 3APCOLL0002
  • Mark Collins3 Newport, Lincoln LN1 3DFCOLL0003

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