Lawsyst features a range of fantastic matter management tools to help probate and estate law firms increase the quality of their services.
Like most legal professionals, wills and estates lawyers must strike the perfect balance between keeping their administrative duties in check and providing best-in-class advice, support, and representation to their clients.
Lawsyst’s legal matter management software makes it much easier for estate planning solicitors and law firms to achieve this objective, offering a range of valuable features to help estate administration specialists streamline key tasks and transform their day-to-day operations.
Discover the biggest benefits of our wills and probate case management software below.
Whether you’re writing a will, applying for a grant of probate, or advising on a lasting power of attorney, our legal case management system helps you make light work of the time and resource-intensive processes inseparable from the everyday running of an estate planning law firm. Here are some of its key features:
Lawsyst’s in-built document storage system enables probate and estate solicitors to manage matter-related documents from a single central location. Through a seamless Microsoft Word integration, our cloud-based system allows you to upload, edit, and review wills, lasting power of attorney, and other relevant legal forms such as COP1 and LP2 at any time, without the need to switch between systems.
While it’s true that no two matters are ever the same, many of them require you to follow the same steps. Our automated legal workflows have been developed to ensure that you complete every task essential to your estate planning and administration case, from preparing a will and helping to identify beneficiaries, to applying for probate, distributing assets, and advising on capital gains and inheritance tax.
With our legal calendar software, you can stay organised and on track. If your firm uses Microsoft Outlook, Lawsyst can connect with your existing setup while supporting two-way synchronisation between the platforms. This helps to reduce the risk of missed deadlines and appointments, ensures more effective workload management, and promotes greater collaboration across your legal team.
With time at a premium for wills and probate solicitors, Lawsyst’s specially designed client portal for law firms goes some way to reducing operational inefficiencies. This smart tool eliminates the need to set up in-person meetings to discuss next steps alongside reducing the requirement to send documents by post. Instead, lawyers can use our online portal to share essential documentation with clients directly, whether it's to collect electronic signatures electronically or send an invoice.
Perhaps the most important feature of our estate planning practice management software is its ability to help law practitioners record time more accurately. In doing so, your firm will be able to measure fee earner and other staff performance, calculate the profitability of individual matters, identify opportunities for growth, and create more transparent client invoices.
The five features highlighted above are just the tip of the iceberg when it comes to demonstrating how Lawsyst’s legal case management software can help will writing, probate and estate administration law firms manage their caseloads, streamline internal processes, and deliver exceptional legal services to their clients.
To discover how our comprehensive practice management system can empower you and your legal team to work more efficiently, book a software demonstration today.
