Improved Client Communication
We are pleased to announce our new and improved client communication, which we think is a huge step forward in the estate planning sector! Right at the start before the appointment, we create a file which then notifies our client to complete certain documents we require before the initial formal meeting. It sends an automatic text message reminder and an email confirmation to our client.
Once the appointment is complete and we have drafted the documents, our client is always kept in the loop by updates at each stage, for example when the documents are drafted, they will get an email letting them know their documents are drafted and it needs their attention.
We believe this is a significant step forward in estate planning service levels and hopefully it will boost our client satisfaction even more for us.