This workflow assists with the management of a Wills instruction, by collecting all necessary information via a Questionnaire and using that to generate documents and correspondence throughout the matter lifecycle.

Task 1 Send Questionnaire to Client

Open a Read-Only Doc

Web Questionnaire Tick List

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Send Standard Letter

Client re. Questionnaire Completion

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Allocate a Web Questionnaire

Wills Details (please note there is still a Word version of this questionnaire in the workflow, in case this is required e.g. for elderly clients who may not be able to complete the questionnaire online)

Task 2 Initial File Setup

Allocate a Custom Questionnaire

Information entered in the questionnaire is used to pre-populate letters and fields:

Send Standard Letter

Client Care Letter – Single Will

Criteria is set so that this letter will only run if there is a single client.

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Send Standard Letter

Criteria is set so that this letter will only run if there are two clients requiring mirror Wills.

Client Care Letter – Mirror Will Client 1

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Client Care Letter – Mirror Will Client 2

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Send Standard Letter

Criteria is set so that this letter will only run if a capacity assessment is required.

Doctor Capacity Assessment Client 1

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Doctor Capacity Assessment Client 2

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Add an automatic keydate to matter

2 Week Reminder to chase the client for signed client care papers

Task 3 Draft Will

Please note: Mark the task as complete once you have drafted the Will

Meet unmet keydates by type

Send Standard Letter

Task 4 Send Draft Will for Approval

Send Standard Letter

Invoice Template

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Client – enc. Draft Will for Approval

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Add an automatic keydate to matter

2 Weeks reminder to chase the client for approval of the draft Will

Task 5 File Closing Procedure

Display a message to the user

Ensure file risk sheets are completed before archiving

Send Standard Letter

Client File Closing Letter

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Meet unmet keydates by type

Documents available within Document Production

  • FW_WIL Client blank letter 
  • Client Initial Questionnaire FW – a questionnaire which can be used at the first meeting or sent to the client for completion prior to the first meeting 

Document pack for this workflow

Web Questionnaire Tick List

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Client re. Questionnaire Completion

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Client Care Letter - Single Will

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Client Care Letter - Mirror Will Client 1

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Client Care Letter - Mirror Will Client 2

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Doctor Capacity Assessment Client 1

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Doctor Capacity Assessment Client 2

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Invoice Template

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Client - enc. Draft Will for Approval

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Client File Closing Letter

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Wills Dossier Pages

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