The Private Client sector is sadly spending up to 50% of its time re-keying data. Imagine what your business could become if this time sink was eliminated. Step forward Arken Acquire – a digital fact find tool from Arken.legal (UK) Ltd. Designed to streamline the Will drafting process and to suit the busy individual, this latest innovation sends a link that can be used on any device, at any time, and gathers information on their dependants, pets, business interests and other assets and liabilities. This data flows seamlessly into Arken Professional, eliminating the need for re-keying. The process remains short and precise to maximise completion rates. Customised to your brand through your own provisioning tool, you can alter the text, key colours and contact information. Allocate the most appropriate resource for their requirement straight away.
Arken Acquire has three key uses:
- Data capture: Email an Arken Acquire link to clients for direct data capture into Arken Professional. When the information has been submitted, the client is automatically created in the Client Manager and the remaining data can be imported into the Will document when you start drafting. To further assist, the answers change the Will questionnaire and make certain fields mandatory to prompt your questioning of the client, based on their answers. For example, if they say they own or have a share in a business, business interests will be ticked in important matters and business executors, business property relief trusts and gifting of business interests will be available throughout the questionnaire.
- Lead generation: A highly effective tool that can sit on your website and social media channels, gathering lead data that also filters through into your Arken Professional account.
- Cross promotion: Send to other clients within your practice to encourage Will creation - conveyancing clients, clients who have changed family circumstances, to update Will banks.
“Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too.” – Sophie Yates, Director, Fodens Solicitors Limited
“We started using Arken to produce our Wills earlier this year. Following a well-planned and successful implementation, we are delighted to see how the Arken software has enabled us to streamline our approach to Will drafting. We are now producing consistent Wills which use uniform clauses across all of our lawyers. This is great for our brand. The commentary document which complements the drafted Will is extremely helpful to our customers. It allows them to understand the meaning of each clause more easily and has improved the overall quality of our service delivery.
Our staff have found Will drafting in Arken very easy to use and enjoy the questionnaire format which guides them through the process from beginning to end. It is very reassuring to know that our lawyers are all following the same process, producing Wills with a good level of consistency and that all clauses used are up to date. Preparing ‘mirror’ Wills is now particularly easy using Arken, and the systems’ intelligence to amend third person singular pronouns (he, she, his, hers), has eradicated these type of typographical mistakes.
We have recently added Arken Acquire to our subscription and are looking forward to the further streamlining of our processes that this service can offer.” – Craig Webb, Head of Legal Operations, Brethertons LLP
For more testimonials: https://arken.legal/uk/client-testimonials