Are you behind the times with technology innovations?

The world is becoming paperless. Bookstores are closing. Libraries are introducing e-books. Receipts are emailed. Taxes are filed online. Bank statements are accessed electronically and our digital calendars automatically remind us of approaching meetings and events.

Looking to increase profits and improve productivity?

Owing to massive improvements with security, functionality and scalability, many legal companies in this digital age are rapidly converting to electronic resources. Going paperless will not only streamline your operations, cut costs and save precious time, it will also improve your client satisfaction.

Using paper is risky

Irrespective of what industry you are in, there are endless issues involved in document management. From compliance and accessibility to security and immediacy, these boundaries and threats pose harm to a business’ productivity – particularly the whole integrity of a business. Despite paper documentation being the traditional way of working for legal companies, it is simply a dying method.

If you are planning on evolving your business and unsure whether going paperless will benefit your business management system, look no further.

Countrywide Legacy is at the forefront of the legal industry in moving to paperless instruction taking

Developed by a team of estate planning and legal experts, Countrywide Legacy is 100% paperless and provides an instruction taking Paperless Package. Countrywide Legacy allows you to have multiple licences, meaning your field agents have the flexibility and freedom to take instructions wherever and whenever is necessary. Not only is the system user-friendly and intelligent, it ensures that you deliver a professional service to your clients and helps you run your business the way you want.

Central inputters, for example, will find that deciphering handwriting, identifying missing information and errors on paper becomes a recurring issue. The salary you pay for their services is wasted and the workload for you and your field agents doubles – not to mention that your client satisfaction will be significantly affected.

If you take instructions on paper, an ideal system to invest in would be one that includes multiple licences. Multiple user licences not only enhance the flexibility for your agents, it also means multiple savings on costs. With Countrywide Legacy’s intelligent legal document drafting software, you will only need to own a single full software licence for the document drafter with the option to add instruction takers at a much lower rate.

That's not all, we also cater for those who generate legal documents themselves with our brand new Professional Bundles; designed to save you time and money.

What do our Professional Bundles have to offer?

Whether you are a sole trader, small or large company, our Professional Bundles are for those who want to offer your clients a full estate planning service.

We have two bundles:

1. Professional Processing Bundle - used by professionals who are generating the legal documents themselves.
2. Professional Field Advisor Bundle - used by companies who have field advisors who only take instructions for products and services.

We have ensured that you have access to our latest paperless features at no additional cost as well as our latest releases, including: new Will Clarity Package, the new CRM system, the new Multiple Trust Package and more!

You won't look back!

There is no longer a need to write notes on the margin or on bits of paper! With Countrywide Legacy, you can create electronic client notes, order notes, to-do tasks and even create digital illustrations within the Software, meaning the whole process is entirely paperless, allowing you to communicate between agents and departments!

Being 100% paperless, Countrywide Legacy will not only improve your business management, it will help your business save a huge amount of money on printing, posting, scanning and shredding; as well as valuable time as you can generate any document at the touch of a button!

So, what are Countrywide Legacy’s features and benefits?

So, what are you waiting for?

Go paperless and choose Countrywide Legacy today to reduce risk, cut costs, save time and increase client satisfaction!

Call us today on 01926 514 392 for your FREE 30 day trial!