Skip to content
Law Society of Scotland
Search
Find a Solicitor
Contact us
About us
Sign in
Search
Find a Solicitor
Contact us
About us
Sign in
  • For members

    • For members

    • CPD & Training

    • Membership and fees

    • Rules and guidance

    • Regulation and compliance

    • Journal

    • Business support

    • Career growth

    • Member benefits

    • Professional support

    • Lawscot Wellbeing

    • Lawscot Sustainability

  • News and events

    • News and events

    • Law Society news

    • Blogs & opinions

    • CPD & Training

    • Events

  • Qualifying and education

    • Qualifying and education

    • Qualifying as a Scottish solicitor

    • Career support and advice

    • Our work with schools

    • Lawscot Foundation

    • Funding your education

    • Social mobility

  • Research and policy

    • Research and policy

    • Research

    • Influencing the law and policy

    • Equality and diversity

    • Our international work

    • Legal Services Review

    • Meet the Policy team

  • For the public

    • For the public

    • What solicitors can do for you

    • Making a complaint

    • Client protection

    • Find a Solicitor

    • Frequently asked questions

    • Your Scottish solicitor

  • About us

    • About us

    • Contact us

    • Who we are

    • Our strategy, reports and plans

    • Help and advice

    • Our standards

    • Work with us

    • Our logo and branding

    • Equality and diversity

  1. Home
  2. News and events
  3. Legal news
  4. BTO extends Settify tool to wills work

BTO extends Settify tool to wills work

13th May 2020 | executries , information technology

 

An innovative online tool devised to help family law clients provide information about their circumstances has been extended to wills and related work by BTO Solicitors.

The independent legal firm has developed the tool with legal tech company Settify. Accessible through BTO’s website, it allows clients to start the legal process at the time and in the place of their choice through a “Get Started Online” button. They are then guided through an artificially intelligent, responsive, interview process which gathers the relevant information about their circumstances and prompts them to consider relevant matters along the way, such as whether they wish to put a power of attorney in place.

Settify launched in Scotland late last year as a way to help those needing advice in perhaps emotionally charged family law situations explain their circumstances when they felt best able to (click here for Journal feature).

BTO claims it will also reduce costs to clients, as its solicitors will not need to spend so much time asking questions. Instead they will be able to begin their client meetings with a full brief of each client’s information.

 

Lynn Melville, who leads BTO’s Wills, Estates & Succession Planning team in Edinburgh and helped develop the Settify tool for the Scottish market, commented: "In my view, this product ticks all the boxes. It is extremely user friendly and allows us as solicitors to be more organised when preparing for the first meeting. It provides the important information required ahead of the meeting, yet we still have the opportunity to build rapport with our clients at face-to-face meetings, which is vitally important. Using this tool is really the most efficient and effective way to have a solicitor prepare your will and power of attorney."

 

Add To Favorites

Additional

  • News and events

In this section

  • Law Society news
  • CPD & Training
  • Blogs & opinions
  • Events
  • 75th Anniversary

Categories

  • civil litigation
  • criminal law
  • employment
  • obituary
  • careers
  • practice management
  • law society of scotland
  • government-administration
  • welfare/benefits
  • family-child law
  • reparation
  • professional regulation
  • property (non-commercial)
  • insolvency
  • consumer
  • human rights
  • mental health-adult incapacity
  • planning/environment
  • europe
  • information technology
  • immigration
  • education-training
  • executries
  • corporate
  • commercial property
  • agriculture-crofting
  • dispute resolution
  • risk management
  • intellectual property
  • client relations
  • tax
  • licensing
  • banking-financial services
  • trusts-asset management
  • reviews
  • opinion
  • For the public
  • Research and policy
  • Regulation
  • Journal online news
  • interview

News Archive

  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014
  • 2013

Related articles

  • Trusts and Succession Bill passes final stage
  • ICO issues guidance on workplace monitoring
  • MSPs propose stronger trust and succession law reforms
  • Incapax widow’s attorney can petition to be executor
Law Society of Scotland
Atria One, 144 Morrison Street
Edinburgh
EH3 8EX
If you’re looking for a solicitor, visit FindaSolicitor.scot
T: +44(0) 131 226 7411
E: lawscot@lawscot.org.uk
About us
  • Contact us
  • Who we are
  • Strategy reports plans
  • Help and advice
  • Our standards
  • Work with us
Useful links
  • Find a Solicitor
  • Sign in
  • CPD & Training
  • Rules and guidance
  • Website terms and conditions
Law Society of Scotland | © 2025
Made by Gecko Agency Limited