Case Study: The Will Company accelerates will management with Itransition’s Power Platform CRM

The Will Company speeds up case completion and supports 800+ adviser firms with Itransition

The Will Company, a UK-based legal organization, faced operational bottlenecks including limited case visibility and manual client follow-ups. To improve efficiency and support growth, they engaged Itransition to implement a tailored Microsoft Power Platform-based CRM solution.

Itransition consolidated the customer's will management operations into a single system, centralizing case data and introducing a Power Automate-based automated notification system. The solution accelerated case completion, increased the number of case resolutions, and reduced manual workload and follow-up time, resulting in a faster client response cycle and significant time and cost savings.

The Will Company