Equipping You With The Latest Estate Planning Tools
In the fast-paced world of financial advising and estate planning, staying ahead of the curve is paramount. That’s why Legacy Tools are constantly being developed to enhance Legacy Software. Our impressive arsenal of digital tools are designed to meet the ever-changing needs of both clients and advisers.
CTT’s Adviser Chat is an innovative and secure AI chat service for our members. Accessible 24/7, you can have direct answers to your questions quickly and conveniently. This feature has 900+ Q&As programmed into its software and is constantly being updated and improved.
Using Adviser Chat doesn’t mean you are being faced with AI generated answers – every question and answer has been added from CTT’s expert advisers, ensuring you are provided with the accuracy and knowledge that you require!
If Adviser Chat doesn’t have the information you need, you can gain direct access to a relevant specialist via our live chat feature. Live chat is open during working hours; if you have a question outside of these times, you can request a call back.
We handle on average over 700 live chats a month!
A Range of Departments Are on Hand to Help:
- Client Care
- Estate Planning
- Partnership Team
- Trust Management
Streamline your workflow with Legacy Software’s new messaging feature. Store, access, and share client and CTT communications conveniently in one place, boosting efficiency in order processing.
Swift CTT Support
For help processing an order, you can select a specific client, click ‘new message’, and view all the departments within CTT that can be contacted for support.
Whether it’s for estate planning advice or a tricky case that needs expert insight, you can also reach out to multiple departments at CTT with a single message, sharing relevant client information securely at the click of a button.
Scouring email chains is a thing of the past. Legacy’s messaging feature securely stores all communications in relation to each client and has a searchable history, allowing you to access the information you need quickly and efficiently within any conversation.
Secure and Compliant
Our internal communication system enhances GDPR compliance and client safety. Storing data within the messaging software is more secure than email, especially for sensitive information like payment details vulnerable to email hacking.
Our Case Tracking feature is an all-round solution to case management, effortlessly bridging communication between consultants and clients. It allows you to efficiently oversee and administer orders, keeping clients informed about the process from start to finish.
Clients are provided with updates on orders in real-life. The Case Tracking system removes the inconvenience of phone calls and emails, providing a straight-forward and accessible channel of communication.
Case Tracking’s workflows include milestones and steps covering the entire order process, from instruction to will attestation, setting clear target completion dates and client expectations from the start.
Marking a step as ‘completed’ on the software notifies the client of progress, while you can also use it to inform them of delays when a case is put on hold.
Customise your Workflows
You can create custom workflows with your own chosen steps, milestones, and timeframes. These workflows integrate with the ‘Know Your Business’ analysis tool for efficient case management, allowing you to track upcoming and overdue steps, and address issues in individual cases.
CTT Will Support you Every Step of The Journey
If you’ve sent work to us at CTT Group, you and the client will be kept in the loop every step of the way.
Paperless Estate Planning Platforms
It all starts with Legacy Software. A combined document drafter, legal CRM, and integrated secure client communication system. Everything you need to run your estate planning practice.
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Based on adviser and client needs, we are constantly innovating and adding new features to the legacy family like our AI Adviser Chat, Case Tracker, and integrated Messaging.
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Our innovative client-facing estate planning platform. Legacy Portal elevates your customer service and client experience, with a client Fact Find feature, digital reports within 48 hours and personalised educational animations.
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However you wish to operate your estate planning practice, we have the Legacy packages and white labelling options to fit around you and your business.
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