Modernisation of probate through technology and innovation

Print This Post

15 September 2017


LEAP Legal SoftwareTraditionally, the probate department is the last to become automated in law firms. This is for a variety of reasons and is often not viewed as a fast-paced and profitable part of the business. In fact, a lot of firms don’t use automation in probate when they should, especially given the high level of document production involved.

There is also a perceived fear that by using a practice management system you lose that all-important personal touch when practising probate and that handling matters and dealing with clients appropriately under difficult circumstances may be lost with automation.

However, innovative technology is allowing law firms to perform complex transactions efficiently and at minimum cost, improving service for clients and helping to build a healthy probate offering. 

Automation of legal forms and precedents is making life easier for law firms as it prevents errors and delays in correspondence and enables greater collaboration between solicitor and client. Adopting a cloud-based practice management solution means solicitors can bring all their matter details into a single estate account document, saving themselves hours of reconciliations and also reducing the labour-intensive time involved in heavy document production. Lawyers can also manage matters via their smartphone or tablet, enabling complete mobility and helping them to meet their clients’ needs efficiently and with all the relevant matter information to hand.

Looking forward to the future of probate within law firms, I believe solicitors will be required to submit all forms for Inheritance Tax through online solutions and government portals. So, inevitably, more law firms will be adopting cloud-based practice management solutions to allow them to do this, streamlining their process from start to finish.

Also, I would expect to see a greater reliance on document management systems such as LawConnect for future wills handling. This will remove the need to store large archives of wills, gathering dust within law firms. Instead, they will be held in the cloud, organised and accessible 24/7 for both the client and solicitor.

Peter Baverstock is CEO of LEAP UK, LEAP’s cloud-based legal practice management software provides everything your law firm needs to process probate matters efficiently and maximise profit margins. Introduce smart, intuitive and easy to use technology to your legal practice. For further information visit: leap.co.uk/probate/



Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate

Tags:



Legal Futures Blog

How do you choose your ATE provider?

Tony Dyas Allianz

Choosing an after-the-event (ATE) insurance provider isn’t easy for solicitors. Differentiation between products and price is not always clear at first glance and you don’t really know what you’re getting until you use it years later. And, as with all intangible insurance products, you can’t take it back. Many solicitors are very loyal to their ATE providers and often focus on price, but this isn’t the only consideration. So, as a law firm, what should you be thinking about when considering who to work with?

November 23rd, 2017