The Challenges
Resource challenge
This companies precedents were previously managed by an expert internally, however when they retired the company wanted to ensure their precedents continued to be managed effectively. They did not want to rely solely on time consuming research or lengthy Word documents.
Supporting growth
As a growing company, they also wanted to achieve consistency across the entire Will drafting process, helping them to streamline their systems and scale. With 5 offices, the company wanted to effectively manage their output by unifying the questions asked, the wording used, and the design of the Will packs produced. The objective being to ensure a superior quality customer experience and drive efficiencies.
Why Arken
Managed precedents
After reviewing the options available, this company decided on Arken Legal’s Will Writing Software because its precedents are regularly reviewed by a Legal Advisory Board. Giving them peace of mind as well as an effective way to manage their precedents. They could also tweak the precedents to suit their organisation and produce letters which reflected the wording they wanted to use.
Futureproofing
The suite of products Arken provides meant that as the business grew, they could utilise further technology to support them on their journey. For example, they also adopted Arken’s Client Data Capture tool, which they send out prior to meeting with a client. Digitally capturing all the information required to complete the clients Will before the meeting, providing a better client experience and a formalised data capture process.
Data integration
The ability to transfer data from one Arken solution to the other also helped them cut down on the need to re-enter data into several systems. Meaning they only had to enter the data once, and it could be used to complete the clients Wills, LPAs (Lasting Power of Attorney), Inter Vivos Trusts and any other documents required. This has also reduced the number of errors where information has been mis-typed when producing more than one document for a client.
Internal due diligence
They also liked the fact that they could download each client’s questions and answers to keep on file for internal due diligence. Providing them with a record of their conversations with the client.
Plans for the Future
Further integration
They plan to integrate their Arken solutions with their case management solution, reducing the re-keying of data even further, creating a better working environment and building one source of truth for their reporting.
Lead generation
The company also use Arken’s Will Lead Generation tool, Arken Intestacy, to help market their business and help potential clients understand what would happen should they die without a Will.
They also plan to use Arken’s Client Data Capture tool on social media, to reach more people and help prospective clients provide their information more easily.
