Considerate wording
Write updates in your own voice, and keep them short and reassuring.
For wills and lasting powers of attorney
Will and LPA updates, from instructions to registration.
Wills and lasting powers of attorney are usually sold at a fixed fee, and clients often wait weeks for drafts, signing and registration with the Office of the Public Guardian. Matterping tells them where things stand at every step, so they don’t need to ring and ask.
Your Firm SolicitorsWhatsApp
Update from Your Firm Solicitors on your matter WILL-0412: "LPA sent for registration" is now complete. What happens next: the Office of the Public Guardian will register the lasting power of attorney. This can take several weeks. We will let you know as soon as it is registered.
Why clients chase
Short matters, long waits.
A will or LPA can feel simple to a client, so delays are confusing. Waiting for a draft, for attorneys to sign, or for registration with the Office of the Public Guardian all look like silence from the outside.
Many will and LPA clients are older, and some are making arrangements because of illness. A short, clear update at each stage is reassuring, and saves them, or their family, a phone call.
Built for fixed-fee work
Wills and LPAs are some of the most price-competitive work a firm does, and usually quoted at a fixed fee. A couple of "is it done yet?" calls per client can wipe out the margin. Automatic updates keep clients informed without adding unpaid time.
Chasing calls on a fixed feeUnpaid time
Automatic stage updatesMore margin per matter
Example: lasting power of attorney
Every stage, explained as it happens.
Set up your stages once, with wording that suits your clients. When a fee earner completes a stage, the client gets a short WhatsApp update saying what has happened and what comes next.
This example is illustrative: you choose your own stages and wording, add any your process needs, and skip any that don't apply.
- Instructions takenWe have everything we need to prepare your lasting power of attorney.
- Forms preparedYour forms are ready to check and sign. We will explain who needs to sign, and in what order.
- Forms signedAll the signatures are in place. Next we send the forms to the Office of the Public Guardian.
- Sent for registrationThe forms are with the Office of the Public Guardian, which can take several weeks to register them.
- RegisteredYour lasting power of attorney is registered and ready to use. We will send you the registered copy.
Built for wills and lpas teams.
Text message backup
Clients without WhatsApp get the same update by text.
Feedback when it suits
Pulse can be switched off for any matter where a feedback question wouldn’t be right.
Seconds per update
Complete a stage and the client is told, in your firm's name. No drafting, no phone tag.
Replies on the file
Client replies land on their matter and flag it for the fee earner. Unmatched replies go to a shared inbox.
Check in with Pulse
One-tap Yes or No feedback questions, with every No sent straight to your reviewer. Pulse
Questions firms ask
Can we send updates to a family member instead of the client?
Each matter has one client contact for updates. Record the person the client has asked you to keep informed, with their consent, and use wording that suits.
Does it work for wills as well as LPAs?
Yes. Set up separate stages for wills, LPAs, deeds of variation or anything else, each with its own wording.
Will older clients be able to use it?
Updates are ordinary WhatsApp or text messages, with nothing to download or log into. Clients can reply as they would to any message.
Do clients need to download anything?
No. Updates arrive on WhatsApp, or as a normal text message for clients who prefer it or don’t use WhatsApp. There is no app, portal or password.
Who writes the messages?
Your firm. Each stage has a short, plain-English explanation and a "what happens next" line, written once and reused on every matter. Fee earners can adjust the wording for an individual client before an update goes.
More fixed-fee practice areas
Immigration
Applications and appeals, from document checklist to Home Office decision.
Immigration updatesEmployment law
Settlement agreements and tribunal claims, for employees and employers.
Employment law updatesMotoring offences
Road traffic cases in the magistrates’ court, from papers to hearing.
Motoring offences updatesSee Matterping with your own matters.
Book a short demo and we'll set up a matter type that matches how your firm works, then send an update to your own phone so you can see exactly what your clients would get.