Arken Acquire - Data
Capture and Transfer
With Arken’s digital fact find tool, Arken Acquire, you can capture your clients data in advance of the interview. Obtain key information that can inform your approach to the interview, or just benefit from the time savings when drafting as Arken Acquire populates all the information handily into Arken Professional for you.
Feel free to try it out, to see what your clients would experience.
Capture Client Data,
Without The Hassle
Gather Multi-channel Data
Capture the client information by email, Social Media, your website or sales teams
Enhance Client Experience
Reduce re-keying, speed up turnaround, and offer clients a more convenient digital experience
Future-proof Your Business
Embrace digital technology to enable efficiency and growth while presenting a modern image to clients
Promote your Will writing services by sending a link to capture data across multiple digital channels
Automatically gather key information on dependents, assets, liabilities, business interests, pets, and more with our intelligent questionnaire. Use this information to determine the most appropriate person to take instructions from this client, due to the complexity or simplicity of their situation.
- Only asks relevant questions
- Short but comprehensive
- Mobile friendly
Your clients can easily input their information from anywhere, anytime, and on any device. Once captured, you can sync the data to Arken Professional – Arken’s Will Writing Software, to start preparing Wills and other legal documents straight away. Details are transferred and the mandatory fields in Arken’s Will Writing Software change depending on the answers your clients have given – ensuring you cover all bases.
- Cloud-based & secure
- Multi-channel data capture
- User-friendly questionnaire
Attracting new prospects and upselling to existing ones has never been easier with Arken Acquire. Promote across multiple channels and highlight its convenience.
- Embed on your website
- Email a link to clients
- Add to your Social Media
- Use in reception prior to an interview
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 with Arken is easy.
“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.”
“Using Arken’s wider product suite has helped us to reach more potential clients and capture client data, digitally and effectively. The ability to produce documents with consistent wording and a consistent look and feel has helped us deliver a more professional and efficient service to 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.”
Arken provides a suite of products that help organisations in the Wills & Trust industry compete and win.
Will Writing Software
Draft simple & complex Wills in minutes with cloud-based software that streamlines processes and minimises risk.
Build IV Trusts in just a few clicks and complex Trust tax reports with ease.
Arken Instruction Hub
Digitise the capture of client instructions, quoting, and confirming requirements, all within a secure and branded client portal.
Your clients can create their own Wills online in minutes, for a nominated fee.
Intestacy Lead Generator
Show potential clients what would happen if they died without a Will.
Professional Wills Scotland
Based in Scotland? We have comprehensive Will writing software suitable for Scottish users.
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.
Ready to Streamline Processes
With a Digital Fact Find?
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.