29/09/25
Using CTT’s Legacy Software to respond and talk to your clients is a doddle! The platform is designed to facilitate communication between you, your clients, and us at CTT in as smooth and intuitive a manner as possible. Let’s keep the conversation flowing!
Legacy has many integrated communication features that bring clarity and responsiveness to estate planning. The software is specially designed to effortlessly keep advisers, clients and CTT Group in sync, so you can offer the very best estate planning service.
Connecting advisers, clients and CTT support
Let’s take a look at the ways Legacy helps you to maintain contact and how it improves your services and professional life.
24/7 adviser chat: an expert companion at your fingertips
Bringing together cutting-edge AI technology and real-world expertise, our Adviser Chat has over 900 vetted Q&As from our specialist professional advisers. The advantage of using this feature is that it instantly provides thorough and legally compliant answers to your questions, at any time you need them.
If you have a complex query that the chat is unable to give you a satisfactory answer to, you can swiftly transition to a live chat with one of CTT’s specialists during regular working hours for a discussion around your unique issue. You can also request a callback from one of our specialists, after hours.
Streamlined support with legacy messaging
Use Legacy Software to avoid lengthy email chains with its built-in messaging function. Send messages directly specific departments within CTT! You can also create a searchable chain of messages, securely stored and accessible whenever you need them.
With this messaging function, you can boost productivity by keeping all your stakeholders on the same page, reducing misunderstandings and communication gaps, all while staying GDPR compliant with ease!
(Clients are not included in messaging and there is one recipient, not multiple)
Effective case tracking: make progress transparent
Avoid unnecessary stress for clients by making your processes more transparent, giving yourself and them the ability to track their cases in real-time!
From instruction to will attestation, you can keep your clients informed with target dates clearly displayed. If there are ever any delays, you can mark these within the workflow and indicate when progress has occurred.
When this is done, your client also receives immediate notifications, enabling you to set and manage expectations effectively.
Client collaboration with the Legacy Portal app
Elevate the client experience with Legacy Portal, our client-facing app.
The app features:
- Digital fact find
- On-demand document access
- Personalised reports
- Educational animations
Each of these can be white labelled to your brand. The app is a great tool for nurturing engagement with clients, shifting your relationship with them to a more effective, and long-lasting place by breaking down traditional communication barriers, and embracing transparency.
Legacy Software as your central communications hub
With all these tools at your fingertips, Legacy Software brings together the complete estate planning solution: advisor chat, messaging, case tracking, and the Legacy Portal.
Within this integrated environment, you can seamlessly manage document drafting, and business operations all in one place!
Created by advisers for advisers and backed by a team of experts here at CTT, you’ll get the best advice, the most efficient case handling and peerless administration support from the most useful estate planning software available to advisers.
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