Which practice management systems does WillNotice currently integrate with?
WillNotice has automated integration with many of the legal practice management systems in use in New Zealand, including:
If you don't see your practice management system listed, then please contact us for more information.
How does integration work?
In general, integration requires you to install software provided by WillNotice on your network server, that checks for changes to your will data, and automatically synchronises that to WillNotice. More details about the process can be found at the links listed above, depending on the legal practice management system you are using.
What data is accessed?
WillNotice only accesses data needed to identify the wills held by your firm. This typically involves the client name, the client number, the date of the will, and (where supported) the client birthdate. More details can be found at the links listed above, depending on the legal practice management system you are using.