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EMPOWERING
ESTATE PLANNERS
WITH CUTTING-EDGE
TECHNOLOGY

Who are we?

We are a highly respected legal services & technology provider working in the Conveyancing Industry, now specialising in the Wills, Trust and LPA market.

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Wills 24-7 is one of the brands of the Property Searches Direct group.

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We have partnered with Property Marvel to develop and bring LegallyQuoting to the market

What are the challenges?

Everyone needs estate planning, but how do you engage with large volumes of people and deal with all of the enquiries and referrals?

 

Finding the needle in the haystack can be challenging and time consuming.

 

Your customers are looking for access to your services and knowledge, but that invariable has to come at the expense of your time. This distracts you from current clients and billing.

 

So how can you educate and engage new clients without it taking up so much of your time?

 

We believe we have the answer!

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The Opportunity

It is evident that your industry is unsupported when it comes to smart technologies that help with business development and introducer relationships.​

 

LegallyQuoting takes client management to the next level and gives a your business multiple access points for prospective clients to engage with your services. A huge opportunity exists to economically streamline the way you capture new leads and deal with enquiries in a highly professional way.

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We help businesses like yours to build stronger relationships with introducers, deliver knowledge and expertise to new opportunities and make business development tangible and sustainable.

So, just a simple client management tool?

No, it’s much more than that, with many class-leading smart features

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  • Dynamic remote client assessment solution available 24/7

  • Guided ‘in person’ assessment product

  • A lead management follow up system

  • High quality PDF booklets auto-emailed, to engage prospective clients with your business

  • Full Management Information Suite (MI)

  • Enable clients to confirm their wishes to proceed with you 24/7

  • Build bespoke products and solutions unique to your business

  • Your complete CMS

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Complete visibility of your introducer network

  • Web plugins and dashboards for each introducer

  • Keep track and control of your referral fees

  • Allow your introducers to track their leads and see conversions

  • MI to interrogate performance of all users and introducers

  • Highly scalable Business Development platform for your business

ABOUT WILLS 24-7

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OUR MISSION

To provide innovative and efficient business development technologies to will writers and private clients solicitors across England and Wales.

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LegallyQuoting enables businesses to better connect with their customers online 24/7 and engage with their introducer networks through the use of technology to deliver Wills, Trusts, and LPA's.

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OUR VISION

To deliver cloud based secure technologies that are easy to use for introducers, Will writers and consumers alike.

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For each business that we work to have the ability to create bespoke products and services that sit within their system.

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OUR STRATEGY

To provide user-friendly technology designed to be easily adopted to become a part of a firms every day business practices.

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Consistently delivering upon exceptional customer service.

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