Скачать или смотреть WillSuite - Overview of Love Legal Connect

WillSuite's Client Portal is now in Open Beta!

Through a Love Legal integration, WillSuite users now have access to our client facing functionality which includes,

Document approval requests
Request clients to fill out details, including personal information, address books, assets and liabilities, and more
Upload documents to be signed with custom e-signature boxes
Provide clients with pre-approved meeting times to easily schedule appointments
Build and send custom questionnaires which automatically pre-populate client's files and CRM fields

The Open Beta will run until the end of August.

Have any questions about Connect? Feel free to get in touch at [email protected]