Case Study: a Scottish law firm streamlines will applications with Fliplet

Scottish Law Firm simplifies will applications in 5 minutes with Fliplet

A Scottish law firm faced a significant challenge during the COVID-19 lockdown, as its slow and inefficient will intake process relied on long phone calls and unpopular spreadsheets. This method was inconvenient for clients and resulted in incomplete information, requiring extensive follow-up work from solicitors. The firm turned to Fliplet for a solution to create a guided digital intake app.

Fliplet built an app that guides clients through a series of relevant questions using conditional logic and mandatory fields. This solution allowed clients to complete straightforward applications in as little as five minutes, drastically reducing errors and follow-up needs. The vendor's app ensured information was collected accurately and completely, saving the firm hundreds of hours previously lost to correcting mistakes and finding missing data.