The Arken Instruction Hub
Digitally Transform Your Client's Experience
Say hello to streamlined instruction taking, modern client communications and significant time savings.
The Arken Instruction Hub has unlimited usage and digitises the process of capturing client instructions, quoting, and confirming requirements, all within a secure and branded client hub.
Four Key Modules
The Arken Instruction Hub has four key modules, these are:
- Instruction Hub
Module 1
The Estate Questionnaire
Capture comprehensive instructions, digitally.
- Instruction Hub
Module 2
The Client
Hub
Engage and communicate securely, apply your brand.
- Instruction Hub
- Instruction Hub Plus
Module 3
The Quote
Builder
Drive consistency, efficiency and standardise pricing.
- Instruction Hub
- Instruction Hub Plus
Module 4
Confirmation of Instructions Letter
Speed up the engagement process with a digitised CIL.
Module 1
The Estate Questionnaire
- A clear and simple questionnaire with explanations, videos and guides for your clients.
- It captures comprehensive instructions – assets, liabilities and people data.
- You can apply your brand to it.
- It links into Arken Professional, (Arken’s industry leading Will writing software) minimising your drafting time.
Module 2
The Client Hub
- Enable clients to securely communicate with you.
- Share documents back and forth with your client through their own client hub.
- Apply your branding.
Module 3
The Quote Builder
- Generate quotes in minutes.
- Create service options and standardise pricing for simple, more complex and the most complex scenarios.
- Automatically apply discounts.
- Send to your clients for digital acceptance.
Module 4
Confirmation of Instructions Letter
- Create a branded, firmwide Confirmation of Instructions letter.
- Customise for each client as required.
- Enable clients to provide feedback on the letter through the Client Hub and digitally accept at the click of a button.
- Reduce risk with clear evidence of communication regarding terms and conditions.
Elevate Client Relationships
- Enhance and modernise their experience with you.
- Digitise the instruction taking process and communication channels for clients and improve security.
- Simple self-service features, that suits your younger demographic.
- Let clients upload documents and provide approval digitally.
Amplify Efficiencies
- Remove reliance on postal letters.
- Reduce re-keying and save countless admin hours.
- Refer clients to the best advisor, quickly.
- Capture instructions anywhere – in reception, online, during the interview either yourself or using your admin staff.
Promote Uniformity and Precision
- Apply your brand to documentation, emails, quotes, the Client Hub and more.
- Standardise pricing in your Quote Builder and automate discounts. – you can still alter them on an individual basis.
- Capture instructions in a consistent format, reduce the risk of errors and spelling mistakes.
- Utilise the modules across your teams for multiple purposes with unlimited usage.
You’re In Safe,
Supportive Hands
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.
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.
Will Writing Software
Draft simple & complex Wills in minutes with cloud-based software that streamlines processes and minimises risk.
Trust Software
Build IV Trusts in just a few clicks and complex Trust tax reports with ease.
Online Wills
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
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.