Built for Will Writers Who Want More Clients Without More Admin

Automate your enquiry follow-ups, consultation bookings, and client communications. Spend your time writing wills, not chasing leads.

Will writer at desk managing client consultations

Sound familiar?

You get enquiries from your website, referrals, even walk-ins. But how many slip through the cracks because you didn’t follow up quickly enough?

You’re spending hours on back-and-forth emails trying to book consultations when it could be handled automatically.

You know you should be sending regular updates and staying in touch with past clients for referrals, but who has the time?

Everything you need, running automatically

Instant enquiry response

When someone fills in your contact form or sends a WhatsApp message, they get an immediate, professional response. No more lost leads because you were in a consultation.

Lead pipeline automation flow diagram

Automated consultation booking

Clients pick a time that works for both of you. No phone tag, no email chains. Reminders sent automatically so they actually show up.

Booking automation flow diagram

Follow-up sequences that run themselves

After the initial consultation, TomCRM sends the right emails at the right time: engagement letter reminders, document request checklists, completion confirmations.

Google review requests on autopilot

After every completed will, your client gets a friendly prompt to leave a review. More reviews means more enquiries.

Review and referral automation flow diagram

Referral tracking

Know exactly which referral partners, adverts, or online channels are bringing you work. Stop spending money on things that don’t work.

TomCRM automated follow-up system for will writers

It pays for itself from the first recovered enquiry

£300 – £600Average will instruction value
2 extraEnquiries converted per month
£600 – £1,200Additional monthly revenue

TomCRM costs from £99/month. If your system helps you convert just 2 extra enquiries per month that would have otherwise gone cold, it more than pays for itself.

Find out where you're losing money

Take our free Will Writer Assessment. 10 questions, 2 minutes, instant report showing exactly where your leads are slipping away.

Lead magnet funnel flow diagram