Our Products
& Services.
Unlock Estate Planning opportunities.
Smart integrations.
Yodal has been developed with an API first approach, making it simple and cost effective to integrate with your existing business or information systems.
Prepopulate client data for increased efficiency, target your client communications for a more personalised user experience, or improve your data quality by ensuring outdated data is automatically updated in your systems.
Speak to our team today about the integration options our solution supports.
Engage at a higher level with…
Concierge
Engage with your clients and then, Yodal acting as your representative, manage each matter through to completion at no cost to you.
Own the solution and spend your time doing what you do best.
Yodal in a box
Automated marketing at your fingertips.
Attract motivated clients using high quality, emotive, non-sales videos and communications assets.
Try a single strategic message, target a client group, or engage with your clients and potential clients over a 3-month campaign.
Everything you need is in the ‘box’.
Social Media Integration
Extend your reach.
Populate and build your own social presence with over 400 pieces of high quality estate planning related content.
Automate feeds into your own social media channels and drive opportunities through your Yodal solution.
Onboarding
Your success is our success.
By understanding your business we’re best positioned to make Yodal work for you.
We will be right beside you to ensure your solution is set-up, configured to your needs, and your users are trained.
Your team and clients can also access support at any time during your Yodal journey.
Training
Designed to help you maximise ROI.
Estate planning with Yodal is a profit centre in your business, not a cost.
Beyond the initial setup, we provide advanced User and Administrator training. Yodal also offers specialised matter conversation training to maximise your ROI, and estate planning accredited CPD.
Pre-Lawyer Onboarding
We’re ready to partner.
As a solution that is Lawyer agnostic, Yodal will work with you to engage with, onboard and support your Lawyer of choice so that they are as confident as you.
