Capture Instructions Digitally
Digitise the process of capturing client instructions, quoting and confirming requirements. Provide a client portal for enhanced communication and save valuable time on administration and rekeying.
Streamline your instruction taking and enhance client communications today!
Intuitive, Modern Data Capture
Use the Estate Questionnaire to capture client instructions, the Quote Builder for standardised pricing and the Estate Plan Confirmation of Instructions to facilitate fast client turnaround and work acceptance. Set standard pricing and customise your confirmation letter and other communications.
Digitised, secure communication
Clients can engage with you through their own portal – all branded as your firm. From here, you can direct message them, securely and directly share documents, and invite them to fill in a digital and user-friendly Estate Questionnaire. Which means you can capture the background to their estate, their family and other relevant circumstances effortlessly.
Automated and Streamlined Drafting
Linking with Arken Professional, your client’s details flow naturally into the data entry section enabling assets, key people and addresses to be available throughout your drafting. Saving valuable time and reducing re-keying risk. Additionally, you can upload details of prospective clients to invite them to complete the Estate Questionnaire or send bespoke campaign emails through the email template library.
Data Capture and Instruction Verification Made Easy
Your Arken Instruction Hub enables you to securely manage communication with both existing and prospective clients. You can set your preferences for your Client Hub and your Estate Questionnaire, create a library of email templates for easy matter management, access your quote builder and Confirmation of Instructions letter settings.
The Client Hub, customised to your own brand, allows your client to securely communicate and share documents with you. It’s also a source of useful information which, at a glance, gives you an overview of their needs.
An intuitive, branded digital fact find – guiding your client through a series of questions to inform your quotation and subsequent drafting. Key asset, liability and people data is populated directly into Arken Professional to minimise your drafting time.
Generate a quote in moments by selecting documents to be created (and complexity) and any variation to the standard firm pricing that may be applicable. Automatically apply discounts and send to your client for digital acceptance in an Estate Plan Confirmation of Instructions letter.
Estate Plan Confirmation of Instructions
Use the existing template as a basis or create your own firmwide Estate Plan Confirmation of Instructions letter, which can be further customised for each client as you send if required. The confirmation letter allows your client to give feedback through their Hub and to digitally accept at the click of a button. Speeding up the whole process of estate planning.
You’re In Safe,
Adopting new technology doesn’t have to be time-consuming or painful. With your very own Customer Success Manager, 50+ how-to videos, monthly training, and expert support through multiple channels, digitising your practice using Arken is easy.
How Much Time and Money Can Arken Save You?
How many Wills do you draft per month?
What percentage of Wills are simple wills?
Using your current drafting methods:
Time per simple willminis30 minplus
Time per complex willminis40 minplus
What is the annual salary per drafter?
Time saved per month
£ saved per month
£ saved per year
“Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.”
“Arken’s Will Writing Software helps us to effectively manage our precedents, provide a better client experience and unify our processes across our offices. We are also able to draft our documents much faster than before and Arken’s wider toolset has helped us streamline in more areas and create better looking, comprehensive outcomes for our clients.”
“We did a careful review of available solutions and chose Arken, as it has a very user-friendly and intuitive user experience, helped us with an improvement in our working practices, introduced time efficiencies and facilitated our ability to standardise our processes and mitigate our risks. The support team at Arken are excellent – very responsive and invested time to understand our needs. We had extensive support before and after going live. Arken is very easy to use, the templates are consistent and we have reliable support.”
“Following a well-planned and successful implementation, we are delighted to see how the Arken software has enabled us to streamline our approach to Will drafting. We are now producing consistent Wills which use uniform clauses across all of our lawyers. The commentary document which complements the drafted Will is extremely helpful to our customers.”
“Arken Professional has significantly improved the speed in which I’m able to produce Wills and associated documents, but without compromising on quality. Saving time re-keying data and ensuring consistency across documents has allowed me to focus on other important areas such as client retention and new business.”
“Arken Professional is the superior product in the market. We’ve used other solutions before, but nothing can compare to its quality, efficiency and flexibility.”
“I have been using Arken Will writing software for a number of years, and have found it excellent, and easy to use. The support from the office has been exceptional whenever I have needed it, with a quick response and great patience at times. I would certainly recommend the software and also the company without any hesitation.”
“The whole team have found the Arken system very easy to use and it is very user friendly. The initial and ongoing support and training provided is excellent. Using the system saves a lot of time on data inputting, especially on the LPA drafting. It produces clear explanatory documents for all our Clients to understand. I would highly recommend the system.”
Watch Us Draft a Complex Will
In Under 4 Minutes
Our research found that it takes 40+ minutes to draft a complex Will on average. Watch our team do it in under 4!
Arken Product Suite
Arken provides a suite of products that help organisations in the Wills & Trusts industry innovate, digitise and achieve greater efficiency to compete in an ever-changing market.
Build IV Trusts in just a few clicks and complex Trust tax reports with ease.
Remote Will Drafting
Draft Wills anytime, anywhere with Arken’s offline option which saves your work and syncs up when you’re back online.
Your clients can create their own Wills online in minutes, for a nominated fee.
Professional Wills Scotland
Based in Scotland? We also have comprehensive Will writing software suitable for Scottish users.
Digital Fact Find
Securely capture and import client data with an automated questionnaire, saving countless admin hours.
Intestacy Lead Generator
Show potential clients what would happen if they died without a Will.
Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets.
Partnerships & Integrations
Centralise client data, tools, and documents and automate tasks across systems.
Want to See How Our
Will Writing Software Works?
Got a question? See if we’ve answered it below and if not, get in touch! We love helping businesses understand the benefits of Arken.