PROFESSIONAL BUNDLE Available at a reduced rate, compared to purchasing each package individually

Our Professional Bundles

We have introduced Professional Bundles for those of you who want to offer your clients a full estate planning service, whilst generating your own legal documents. 

We realise that making your business paperless is important in this day and age, so we have ensured that you will have access to all our latest paperless features, at no additional cost. You will also have access to our latest releases, including the NEW Will Clarity Package, the NEW CRM system, the NEW Multiple Trust Package, and more.

Professional Processing Bundle
£100 + VAT per month

These Packages are for professionals who are generating the legal documents. The Professional Processing Bundle includes ALL of the below Packages , at a reduced rate of only £100 + VAT per month (compared to purchasing each Package individually).

Please note: the Professional Bundle includes only one Power of Attorney Package.

  • Essential Package
  • Powers of Attorney packages
  • Client Personalised Document Commentary Package
  • Will Clarity Package
  • Marketing package
  • Paperless Packages
  • CRM System
  • Multiple Sibling Trusts

Professional field agent Bundle
£20 + VAT per month

The Professional Field Agent Bundle is for companies who have Field Advisors who only take instructions for products and services, and is available at a reduced rate of only £20 + VAT per month.

This Bundle allows you to take instructions for ALL products above and electronically send on to your central processing team.



BUILDING A GOOD CUSTOMER EXPERIENCE DOES NOT HAPPEN BY ACCIDENT. IT HAPPENS BY DESIGN.

Clients are demanding more than just technically correct documents, important as that is. It’s all about communication. Communication is not just part of customer service; it is the most important part of customer service and so how we communicate with our customers is critical.

So, why not just use email to communicate with your customers they meet all the above requirements right? Wrong! Email is not secure. Hackers can intercept and modify emails without you or your client realising! Our industry is seeing an increasing number of cybersecurity problems relating to use and misuse of emails. We have been working hard to find an easy-to-use solution to ensure that important data and documentation can be transmitted digitally and, more importantly, in a safe and efficient manner. As a company we have been researching the market for some time looking for a system which we could use as a new safe and efficient way of communicating with our clients Ideally, we wanted to work in partnership with a company which is progressive, like-minded and sufficiently flexible to incorporate our individual requirements. The aim being to build a complete 2- way communication system for all of our clients. 

Having reviewed a number of products and services our chosen provider for this service is Alpha Legal and we have partnered with them

WHAT IS ALPHA LEGAL?

Alpha Legal is a web-based secure client communication system. It is easy to use (both for you and your clients) and has been built for the Legal services industry. It has a number of growing capabilities enabling you to send secure messages to your clients, AML/ID checks, complete forms and share information in a GDPR-compliant and simple way. Further features are also being developed to allow the uploading and signing of documents.

Alpha Legal is also able to link their system with our own in-house systems and currently is linked into our own Will writing software, Countrywide Legacy. This saves you time and effort and enables information to be passed in both directions between the platforms meaning you won’t have to key information in twice! The system has been set up to allow AML/ID requests to be launched direct to the client from our will writing software and documents can also be sent direct to the client once processed through the Countrywide Legacy software, ensuring a seamless process.