New efficiency tool sends a link to your clients to capture information prior to interview; Seamless transfer of data straight into Arken Professional; Significantly reduces data capture time; Allocate the most appropriate resource to the requirement; Effective lead generation tool; Available with an Arken Professional or Arken Enterprise plan.
Arken Acquire has two 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.
�Were thrilled to be releasing this product into the industry, explains Arken.legal (UK) Ltd MD, Dave Newick. Arken Acquire is a game-changer. It will streamline and strengthen your client service, tighten up your internal data processes and become an incredibly important lead generation tool for your business. Save time, improve efficiency, grow your business.
You can book a demo of Arken Acquire via the Arken.legal website: https://arken.legal/uk/more/arken-acquire
For further details on this new product and other new time-saving Private Client business tools:
Tel: +44(0)1732 867 792
Email: info@arken.legal
Follow: @ArkenLegal
Notes to Editor:
Built on technology and talent acquired from the purchase of DPL Professional, a specialist developer of expert Wills and Trust systems since 1992, Arken.legal (UK) Ltd offers solutions to digitise the Wills and estate planning business of Private Client solicitors, Will writers, accountants, financial advisers and legal services providers across the UK, South Africa, New Zealand and Australia.
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