Particularly suited to Private Client Use, our highly secure online Digital Vaults enable your law firm to store and retain all of a clients critical inheritance documents electronically.
Modern law firms wishing to establish new annual income streams together with more effective ways to engage with clients – and to better secure potential probate work – may now embrace this digital innovation.
To have one of our management team contact you to discuss use of the Safe4 Digital Vault for Law Firms, please email us at [email protected] or call 0845 094 8045 mentioning “Law Firm Offer”.
We will organize a time to get back to you, answer your questions and get you started.
Immediate & On-going Income – create annual revenue streams from each Private Client (Vaults currently cost £18 pa and can be charged on if desired at multiples of this)
Interact with Clients – increase client interactions electronically, ensuring contact details and personal data is up to date
Up-sell – promote new services and up-sell complementary offerings such as LPAs and Trusts
Avoid Being Left Behind – ensure your service proposition embraces the digital age, and doesn’t get surpassed by the competition
Probate Information – collate all required Probate information, ensuring access to the relevant details for a smooth service at that critical time
High Value Work – significantly improve your chances of being instructed to undertake additional work including Probate
Engage with Executors – enable proactive engagement with and promotion to Executors and Beneficiaries to consolidate the client and open up future business
Audit Trail – the Vault houses all draft versions, scanned documents and associated materials for the administration of an estate. When new documents are added or changes occur, a secure email is sent to the client to ask them to log into the system. This reduces print and postage costs and allows your team to regularly update clients.
Easy to Use – each Vault takes minutes to set-up and the firm controls who has access to each individual Vault.
Safe4’s web-based platform is compliant with SRA cloud computing guidelines, trusted by key government and banking customers and ranked in the top 1% of the most secure sites globally by independent benchmarking specialists. All the Vaults are held in ISO 27001 accredited data centres in the UK providing physical, cyber and jurisdictional protection.
Safe4 maintains UK government Cyber Essentials and other accreditations.
2016
The Safe4 Digital Vault is licenced for the use of Law Firms and their clients under a standard agreement compliant with SRA cloud computing guidelines. Copies available on request to [email protected].
All payments are made by direct debit through Safe4’s FCA regulated payment services provider GoCardless Ltd and under the Direct Debit Guarantee.
