Written by:
Grant Yuill
Head of Marketing & Customer Engagement
Managing executries is one of the most intricate and time-consuming processes a solicitor can face. Over recent months, we’ve been relentlessly improving our Executry management software to ensure it not only simplifies the process but redefines it. This is about supporting the Scottish legal community with real-world, tangible solutions to their most pressing challenges. Our Managing Director, Steven Hill, is at the forefront of this initiative, meeting with legal professionals across Scotland to share his insights and experiences on the latest updates to CaseLoad platform.
Steven Hill: On a Mission to Support the Scottish Legal Community
Steven’s passion for improving legal practices through technology is evident in his daily work alongside Executry departments. Recently, Steven attended the prestigious Wills, Trusts & Executries Conference with the Law Society of Scotland, where he connected with solicitors and support staff. His goal was to offer first-hand insights into the challenges faced by legal teams and share how we have worked closely with practitioners to improve their workflows.
Steven’s presence at the conference was not just a presentation of enhanced technology but a demonstration of his commitment to understanding the real-world obstacles that law firms encounter daily. By interacting directly with solicitors and support staff, Steven ensures that our solutions are continually refined and aligned with the needs of the legal community.
Why Denovo’s Executry Management Software is Transformative
The feedback from our users has been overwhelming. Our Executry software is literally transforming the way Scottish law firms manage estates. This innovative tool is embedded into our CaseLoad software platform, seamlessly integrating with our fully compliant legal accounting system to streamline complex processes and significantly reduce the administrative burden.
One key area where we have gone above and beyond is in the enhancement of data gathering capabilities. We’ve extended the functionality of Asset and other Date and Text Fields, allowing these to be populated directly into various IHT forms, including the IHT402 and IHT403. Our latest update has a special focus on the IHT406 form, where Bank/National Savings and Premium Bond tables are automatically populated – saving time and reducing the chance for human error.
Furthermore, we’ve made it easier than ever to import addresses on Executry items from all clients and companies in CaseLoad. These refinements directly respond to feedback from solicitors who seek to simplify and speed up the data-entry process.
How Our Software Revolutionises the Executry Process
Denovo’s Executry module is designed to take the guesswork out of estate management. The platform’s core functionality offers a range of benefits for solicitors and estate practitioners, including:
- Effortless HMRC Form Population: Time-consuming and error-prone tasks, such as completing Inventory, Petition, and Tax Forms, are streamlined, allowing solicitors to populate forms in seconds.
- Comprehensive Asset and Liability Management: Our software ensures that all assets and liabilities are accurately recorded, reducing the risk of missing vital information.
- Seamless Integration: The software integrates flawlessly with our legal accounting software, providing up-to-date and accurate financial records.
- Automated Final Account Generation: The software automates the generation of key final accounts, saving significant time during the last stages of the executry process.
- Detailed Financial Reports: Generate comprehensive reports on assets, liabilities, legacies, and more, providing clarity and valuable insights to both the solicitor and the client.
Driving Meaningful Change for the Scottish Legal Community
For us, it’s not just about developing technology; it’s about making a real difference to the way law firms operate. By attending key industry events like the Wills, Trusts & Executries Conference, we can showcase our latest advancements while gathering valuable feedback from those who know the challenges best – the solicitors and support staff working on the frontlines.
By empowering legal professionals with innovative tools like our Executry software, we are helping drive a shift towards more efficient, client-focused legal practices in Scotland. The enhancements we’re making are not just technological – they’re transformative for firms looking to streamline workflows, reduce manual input, and ultimately serve their clients more effectively.
Join the Revolution in Executry Case Management
Our Executry management software is a solution designed to redefine the way executries are handled, empowering solicitors to manage estates more efficiently and accurately than ever before. With the Denovo team, Scottish law firms have access to a powerful ally in their mission to streamline their practices and enhance client service.
To learn more about how our software can transform your practice, contact us at 0141 331 5290, book a demo, or check out our Executry Software webinar video.
