Wills and Probate Case Management Software

The perfect software solution for will and probate law firms

Perfect for probate lawyers and solicitors who provide will writing services, Lawsyst's comprehensive case management system helps legal professionals manage wills, probate administration, and the distribution of estates, ensuring the smooth running of these processes.

By eliminating time-consuming manual tasks, our cloud-based platform allows probate solicitors to reduce costly errors, solve administrative inefficiencies and spend more time on delivering high-quality client services. With Lawsyst, you’ll have complete oversight on every aspect of a matter, from initial consultation to the final distribution of assets.

Whether you are tracking deadlines, managing client communication, or overseeing billing and invoicing, you can access and update key case information from one central location, to improve efficiency and deliver the highest level of service.

Stress-free document management

Lawsyst’s sophisticated document management system ensures that all documents related to wills, probate, and estate administration are securely stored in a central location. You can use this platform to quickly access, revise, and share documents with clients or colleagues, improving compliance and efficiency in handling estate matters and reducing the need for physical paperwork.

Track key dates

Stay on top of crucial deadlines with Lawsyst’s legal calendaring feature. Our case management software allows you to track important dates such as client meetings, probate court hearings and will submissions, and set reminders so that you never miss an important milestone.

Automated workflows

Simplify the process of managing probate cases with pre-built workflows. Fully customisable, our legal workflows are designed to streamline common tasks and processes, such as client intake, document approval, and filing requirements, tp ensure that nothing slips through the cracks.

Accurate time tracking and billing

Capture the exact time spent on will writing and probate matters. From in-person meetings through to document preparation and final administration, Lawsyst ensures that every billable minute is tracked and that your clients are invoiced accurately.

Centralised client and matter management

Lawsyst helps you manage all client and matter details from a centralised platform. With a complete history of case interactions, key dates, and matter-related documentation, you can efficiently track the status of each case and ensure no detail is overlooked, as well as update clients in real time to boost satisfaction levels.

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Why UK law firms use our cloud-based software for will and probate case management

Increased compliance and productivity

Lawsyst helps will writing and probate specialists streamline their operations by automating repetitive manual tasks. Our system allows you to centralise key case information, and manage client files, estates, probate processes, and more with ease. Whether handling wills, trusts, or executorship duties, Lawsyst ensures your firm operates efficiently, stays on top of deadlines, and meets regulatory compliance requirements.

Enhanced security and control

Lawsyst’s fully integrated features provide you with complete control over your case files, ensuring accuracy and confidentiality at all times. Our cloud-based platform includes robust data protection measures, giving you the confidence to manage sensitive client information such as wills, testaments, and estate documentation while enhancing productivity.

Instant access to key documents

Lawsyst empowers lawyers to store documents relating to probate and will writing matters in one central location. Whether it’s a will draft, a court filing, or a signed declaration, you can upload and amend critical files from any device, at any time, allowing you and your team to work remotely without losing access to important case materials.

Frequently Asked Questions

What is probate software?

Probate software is designed to assist law firms in managing the probate process, including tracking estate administration, handling legal documents, calculating inheritance tax, and ensuring compliance with legal requirements.

What is will writing software?

Will writing software is a digital solution that helps legal professionals draft, store, and manage wills. It simplifies the creation of legally valid documents, tracks amendments, and ensures that all necessary information is included for clients.

How does Lawsyst help manage probate cases?

Lawsyst streamlines the entire probate process by simplifying tasks such as document creation, deadline tracking, and client communication. It allows probate professionals to manage multiple estates in one place, improving efficiency and reducing errors.

Can your probate software help with inheritance tax calculations?

Yes, our probate software includes tools for calculating inheritance tax, taking into account all relevant exemptions, deductions, and rates to ensure accuracy in estate administration.

Is your will writing software compliant with UK laws?

Yes, our will writing software is designed to comply with UK regulations and all other applicable legal requirements, ensuring that the documents you create are legally valid.

How secure is your probate and will writing software?

Lawsyst is built with robust security features, including encryption, multi-factor authentication, and secure cloud storage, to protect sensitive client data and documents.

Can I use your probate software to manage multiple estates at once?

Yes, our probate case management system allow users to manage multiple estates simultaneously, providing centralised access to all case details, documents, and tasks for each estate in one system.

Can your will writing software help me create customised wills?

Yes, our will writing software often includes templates and customisable fields to help lawyers create personalised wills. It ensures that each will meets the specific needs and wishes of the client, including unique bequests and conditions.

Does your will writing software include client management features?

Yes, our will writing software solution comes with a range of client management features, allowing you to store client contact details, track communication, and maintain a history of changes to the will, ensuring a complete record for each client.

Can I access your will writing and probate software from any device?

Yes, our cloud-based probate and will writing software allows you to access case details and documents from any device, whether you are in the office or working remotely, providing flexibility and improving productivity.

What kind of documents can I create using your will writing software?

Lawsyst can be used to generate various documents related to the will, including the will itself, codicils (amendments), letters of wishes, and other supporting documentation, ensuring everything is legally binding.

Is training required to use your probate and will writing software?

Lawsyst is designed to be user-friendly, but we are more than happy to offer training sessions as part of our onboarding process. Once this is complete, you can reach out to us with your queries at any time and our technical team will do their best to provide a workable solution.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us