Benefits for your firm include
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.