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Customisation Options

Customisation aspects include:

  • Incorporation of specific Will precedent wording and questions
  • Incorporation of allied documents (e.g. Powers of Attorney, Trust Deeds)
  • Full branding
  • Multi-language
  • Automatic creation of correspondence, e-mails, signing instructions, invoices, internal memo’s
  • System integration
  • Workflow and document audit and tracking
  • User management
  • User access levels
  • Demographic data collection
  • Document import (remotely generated documents)
  • Features to promote cross selling of other services

If you are looking to provide a streamlined, efficient, professional Will writing service to your clients you need the expertise of DPL Professional – contact our sales team