VEPS Intermediate Solution is designed for attorneys and document professionals who are looking for a cost-effective way to create professional custom wills, trusts and related estate planning documents. It’s great for those who have a website already, maintain their own website and domain name, but would like to be able to collect client information through their site as well as wanting to incorporate it as a white label solution with their practice’s branding. VEPS Intermediate Solution come with links for their website so that they can capture client information through their site as well as the necessary product links needed to work with a payment gateway that are needed to implement a full eCommerce solution.
Key features of the Intermediate Solution include
- Trust & Wills templates
- Links for your website
- eCommerce Solution
- Ability to fully brand/white label all client facing pages
- Client Centric Access to gather important client input remotely
- Front Office Access to review client information and/or prepare documents