GoodWill - for Will Writers and Estate Planners

How often could you use an extra pair of hands? Keeping track of all your clients’ details, their witnesses, executors, attorneys and contacts is a job in itself, let alone all of the paperwork, emails, phone calls and appointments.  And of course making sure you get paid.

GoodWill gives you a dedicated admin support at a very low cost.  You don’t have to be technical to get the most out of GoodWill, if you can send an email you can use this product.  GoodWill provides an instant record of meetings, Capacity Assessment dates and details of everyone connected to the client.

GoodWill gives you immediate to access to every client file.  You keep a running record of all letters, phone calls, emails from and to clients and other people associated with the matter.  Keep copies of instruction forms, draft wills, final versions, trusts and LPAs. You can securely access the infomration in your office, on a laptop, tablet or even smart phone.

GoodWill has an inbuilt scheduler and reminder system.  It will undertake a client conflict check, showing matches of names, address and postcodes. 

GoodWill generates invoices, and keeps a track of when they have been paid.  It tells you how much income you have generated in a month, three months, a year or whatever time frame you select.  GoodWill will generate VAT figures, record income and expenditure.  At the end of the year simply click the mouse and your accounts are all but complete.

GoodWill gives you the ability to use, create, amend and manage standard documents, letters and notes.  By using templates you reduce time spent creating fresh documents on every case, you increase the accuracy by using already checked material and you can make any client specific changes to the records with ease.

GoodWill offers security to will writers.  Not only portal encrypted for high level protection, but also emails sent from GoodWill have address checking to help prevent confidential emails being sent to the wrong person.  This assists with compliance for industry regulators and professional bodies, and also to ensure compliance with the Data Protection Act and Information Commissioner - who now has the power to fine individual tens of thousands of pounds for breaches of Data Protection.

GoodWill is also a new lead generator.  By storing the necessary details of clients, referrers, witnesses, executors and attorneys you can use this information to market more services to them.  Keeping in touch with people is a sure fire way to encourage repeat business.  Gaining a new client costs on average seven times as much as selling more services to an existing client!

GoodWill is easy to use, and has dedicated support from us at Decameron.  You have access to support in person, by email or by watching our on line video clip tutorials which take you through stage by stage of the whole system in 1-20 second snapshots.

GoodWill is based on technology used for over a solid, tried and tested systems in use for nearly 20 years. 

Please contact us on 0333 772 9617 for more information and to arrange an online demonstration.