Probate case management software and will writing

Our will writing software is designed to help your legal team become more efficient by staying on top of document production and delivering a quick turnaround, while keeping the same level of quality. This ensures your clients are never disappointed with your service.

• Draft wills in minutes. Create simple or complex wills for your clients with time-saving data entry and full control over the final document.  
• Save time by simply filling in a handful data fields and clicking a button.  
• All the necessary clauses are automatically populated and assembled into a professional quality will or mirror will.  
• Access your documents securely at anytime and anywhere 
• Software is updated with changes to legislation meaning your system stays up to date 
• Improve your client engagement and case turnaround giving your fee earners more time to focus on billable hours. 

With our wills and probate case management software you can save time and automate all the processes in a probate case.

• Takes care of time-consuming and repetitive tasks by automating the process. 
• Produces all the IHT forms, schedules of assets and estate accounts with minimal fuss.  
• Quick, automated efficient production of letters, forms and documents, diarisation of tasks, monitoring work completed and keeping all case contacts updated.  
• Produces the estate accounts in MS Excel™ allowing further editing if needed. 
• Makes it easier for your firm to focus on the case at hand while maintaining a high level of efficiency and organisation. 

Our wills and probate case management system produces all the letters, forms and legal documents that you need. It is a comprehensive and extensive precedent bank. Our software looks at a probate case and decides which clauses and paragraphs to use. Then it automatically builds documents tailored to your case based on specific entered data.  

The database is stored so you are not re-entering details such as place of marriage, name of children, executors, beneficiaries and so on, making it easy to recreate a will time and time again. 

Precedents include:

• Letters to legatees (inform interim payments paying) 
• Inland Revenue payment of tax 
• Letters to public utilities 
• Statement of Truth (letters of administration, grant of probate) 
• Letters to life assurance companies 
• Application for Grant 
• Letters to asset holders (banks, etc) 
• Notice to local papers 
• Letters to lenders (credit card firms, etc) 
• Schedules of assets (liabilities, income, expenditure) 
• Letters to Local Authority, DVLA, etc

Our probate law software includes financial profiles for relevant parties, providing automatic calculations and recalculations, sensitive to data being entered into the system.  

Calculations include:

• Asset listing with income posting, showing probate / accrued / realised / income 
• Full beneficiary details with legacy % revenue and totals after interim payments 
• Liabilities listing 
• Summary of chargeable estate and tax liability 
• IHT corrective accounts 
• Asset / liabilities / legacy / income and expenditure summary reports 
• Individual share allocations, calculated to 3 decimal places 
• Link to online HMRC tax calculator 
• Diaries to remind about tax payments

Utilising industry-standard methodologies our case management software offers unrivalled integration capabilities with a wide range of suppliers and services that include GOV.Uk portals (such as HMRC and HMRL), DocuSign, Credas, Smartsearch, Adobe and Microsoft products. See the full list.

Costs budgeting and management 

Get ongoing alerts and colour-coding for each element of the budget, while a quick-view screen presents all relevant costs information ‘at-a-glance’ for fee earners and management.  

Our case management software also includes reporting and analysis across all budget categories on an individual case or global basis. 

Cost drafting 

Our cost drafting software can be integrated into your case management platform. It helps with bill creation, from layout and calculation to the production of a red line bill, enabling you to extract maximum value from fee earners’ time, with more streamlined daily processes.

A user-definable reporting facility can be tailored for each user, department or activity. Standard exportable and shareable reports are also provided with Access Legal Case Management.

Get instant online quotes 

With our Opportunities module, you can provide prospective clients with an online quotation form, allowing them to receive an instant online quotation for your services. This data is then stored in your case management system in real-time, allowing you to keep track of conversions and simply convert prospects to clients. 

Efficient claims management  

Improve your case handling of claims by reducing the time spent processing each case, increasing the quality of service your clients receive and improving your bottom line. 

CRM and business development 

Our platform enables you to build CRM into your everyday processes to manage the ‘prospect to client’ journey. You can also integrate Twitter, LinkedIn, Facebook and YouTube pages to track client and prospect social media activity.

Create trusts and LPAs 

Option for you to create Trusts and LPAs from within your case management software 

Get automated estate accounts 

Estate accounts are automatically created as a MS Excel™ spreadsheet allowing further edits if needed