Document
Drafting
A guided wizard takes your team from client details to a complete, print-ready Will document in minutes — in English or Afrikaans, formatted to legal standard, with your firm's own clause wording if you subscribe to the Custom Will Suite.
Clause
Library
A comprehensive library covering every Will clause type recognised in South African testamentary law. Select clauses interactively during drafting — no copy-pasting from Word templates. Custom Will Suite subscribers load their firm's approved precedent wording as the default.
Client & Firm
Management
A complete CRM built around the South African Will client — SA ID validation, marital regime tracking, spouse linking, legacy import from your existing spreadsheets. Firm-level contacts — executors, banks, master's offices — stored once and reused across all matters.
Custody &
Compliance
A complete audit trail for every original Will — who has it, where it is, every movement recorded. When the signed original is uploaded, SimplyWill™ checks it against the formal requirements before it is filed — signatures page by page, the Commissioner of Oaths co-signature where the will was signed by mark, and each field of the certificate page.
Will
Dossier
Every client gets a Will Dossier — a living case file your entire team shares. Practice notes, scanned originals, Outlook emails dragged in, and a full evidence locker. When a client passes, the Estate Intake Form hands off everything the Estates department needs.
Office
Automation
Branded bilingual email templates, a Referral Register to track introducers and referral sources, and a Monthly Production Report with status breakdowns and year-to-date graphs — everything to keep your Wills department running professionally.
Data &
Security
SimplyWill™ is local-first by design. Every workstation holds a complete database and works entirely offline. What syncs between your own devices is encrypted with your firm's key before it leaves the machine — unreadable to us and to the hosting provider. POPIA compliance is built in, not bolted on.