How Probate Software Makes Lawyers Lives Easier

Revolutionising the Probate Process in your Legal Practice

The Lawyers we speak to are continually seeking innovative ways to streamline their workflow, increase efficiency, and enhance client service. One such revolutionary tool that has emerged as a “game-changer” (our client’s words, not ours!) is our probate software.

This software, which is conveniently built into our case management platform and fully integrates with our legal accounting software, not only simplifies the intricate processes of estate management but also significantly reduces the burden on lawyers. In this article, we will delve into the remarkable benefits of probate case management software, with a focus on our cutting-edge solution. We will also explore how one law firm’s real-time experience is transforming their practice.

Efficiency Redefined

Our Probate case management software is designed to empower you, the solicitor in the management of your clients’ estates. Its capabilities extend beyond the ordinary, offering specific tools that automate critical aspects of the probate process, such as the production of Inventory, Petition, and Tax Forms. Here’s a closer look at some of its remarkable features:

  1. Effortless HMRC Forms Population: One of the most time-consuming tasks in Probate cases is populating HMRC forms with accurate data. Our software streamlines this process, allowing you to complete these forms in a matter of seconds.
  2. Comprehensive Asset and Liability Management: The software provides tools to comprehensively record all the assets and liabilities of an estate, reducing the risk of oversight and errors.
  3. Seamless Integration: Our probate software seamlessly integrates with our Legal Accounts solution, ensuring that financial records are up-to-date and accurate.
  4. Automated Final Account Generation: It automates the generation of the Final Account of Charge and Discharge or Capital, Income, and Distribution, simplifying the final steps of the Probate process.
  5. Probate Calculations: The software includes financial profiles for relevant parties, allowing for automatic calculations and recalculations. These calculations cover a wide range of financial aspects, including asset listing, beneficiary details, liabilities, tax liability, and more.
  6. Detailed Reports: The software generates detailed reports on assets, liabilities, legacies, income, and expenditures, providing solicitors with valuable insights and clarity.

A Real-Life Example: Our Probate Software’s impact on a Law Firm

Let’s take a look at a real-life example of how our probate software transformed the operations of a law firm.

A well-established high street law firm, specialising in estate planning and Probate, decided to trial our new solution.

Before adopting this solution, the firm faced several challenges in handling Probate cases. The process was time-consuming, prone to errors, and often required extensive manual data entry. The solicitors spent hours populating HMRC forms and performing complex financial calculations.

Upon implementing our software in September of this year, the firm experienced a remarkable transformation. The time savings were immediately evident. What used to take hours was now completed in minutes. Solicitors found themselves focusing on higher-value tasks, such as providing personalised legal advice to clients and ensuring compliance with ever-evolving legal regulations.

Furthermore, the risk of errors was significantly reduced, thanks to the software’s automated calculations and comprehensive reporting. The firm were able to provide clients with accurate financial profiles and estate summaries, instilling confidence in their services.

Alison Richmond, Probate Manager, said; “I’ve been looking for software like this for years. We could spend hours, in some case almost full days opening files. I would spend 3 or 4 hours preparing and arranging the necessary documents for HMRC forms and Probate accounts. But with Denovo’s Probate software, it’s a game-changer. Now, I simply input the client data onto the CaseLoad system, and it’s remarkably fast and effortless! I click a button, the automation function kicks in, and it instantly populates all my Probate accounts, providing accurate calculations, from our client data. We’re literally gaining hours of time back every day.”

“I click a button and the automation function kicks in. We are literally gaining hours of time back every day.”

Alison Richmond, Probate Manager

Revolutionary Tool

Probate software, exemplified by our cutting-edge solution, has emerged as a revolutionary tool that is reshaping the legal landscape. By automating complex processes, reducing manual data entry, and offering powerful financial calculations and reporting, our software empowers lawyers to deliver more efficient and accurate services to their clients. As demonstrated by the real-life example, the adoption of such software can be a total game-changer, allowing law firms to elevate their practice, allocate time appropriately, and enhance client satisfaction.

Our Probate Case Management Software is not just a tool; it’s a catalyst for a more efficient and client-centric legal practice. If you would like to transform how your practice performance feel free to give us a call on 014 331 5290, email info@denovobi.com or check out more information on the site by clicking here.

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