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Private client workflows

Wills Workflow

Compete on price and quality with risk-management at every stage, with Intelliworks Wills.

Intelliworks Wills is much more than just drafting faster Wills - risk management is designed into the workflow at every stage.

Intelliworks’ will-drafting produces expert Wills instantly, with built-in best practice processes that meet the Law Society’s WIQS quality protocol.

Our coverage of areas, such as testamentary capacity, could also protect your firm from a claim.

How are you taking instructions? By post? At your office? At home? At a nursing home? Who will be in the room? Intelliworks has a different process for each of these. Simply build up the Will clause by clause, picking the right wording for your client, with the comfort that clauses have been drafted by experienced lawyers and approved by Counsel.

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