Stephensons introduces its innovative on-boarding system for Wills clients

Planning for the future - who will look after my children if I die?

Stephensons, the national law firm, has expanded its use of Settify, a sophisticated online on boarding system for new clients. In addition to family law matters, clients who have selected Stephensons to assist with a Will can now benefit from the technology.  

Settify provides clients with a safe environment in which to share the particulars, and the sometimes sensitive information about their Will from the comfort of their own home, at any time of the day and at their own speed. Clients will be asked questions which are personalised to them and their circumstances to enable Stephensons to focus on finding the best way forward for them and their loved ones.

The technology, accessed through the Stephensons website, is designed to provide clients with everything they need at the start of the process. The technology also means that clients ultimately save on costs as Stephensons has all of their information up front without the need to go through everything again during an initial meeting.  If, for whatever reason, Stephensons are not able to take your case on, Settify will find another law firm suitable for your needs without having to submit any further information.

Jill Rushton, Partner in the Wills and Probate department at Stephensons said: “We understand that many clients approach Stephensons at a busy and complex times in their lives and the aim with this technology is to help ease that burden. Having already introduced the technology for our family law clients, we know how beneficial it can be in helping to streamline and simplify the experience of using a law firm.”

Get started with making a Will

If you would like to speak to a member of our friendly team to talk about making a Will or any related service please call us on 0161 696 6238, alternatively complete our online enquiry form and a member of the team will contact you to discuss your requirements.