Legal Case ManagerCompliant client intake for wills & probate
Private-client work calls for accuracy and sensitivity. Legal Case Manager helps wills and probate teams onboard clients, capture asset and beneficiary details, and administer estates with a clear, auditable record throughout.
What slows down wills & probate intake
Detailed asset capture
Estates involve many assets and beneficiaries. Structured intake collects the details methodically.
Vulnerable clients
Private-client work often involves older or bereaved clients. A gentle, save-and-resume flow reduces pressure.
Long-running matters
Estate administration spans months. A clear audit trail keeps everything documented over time.
Everything your wills & probate team needs
Asset & beneficiary intake
Capture assets, liabilities and beneficiaries with questions tailored to wills and estate administration.
Explore featuresIdentity & AML checks
Verify clients and record source-of-funds where relevant to the estate.
Explore featuresDocumented throughout
An immutable audit trail evidences every step of a long-running matter.
Explore featuresWills & probate FAQ
Is it suitable for estate administration as well as will drafting?
Yes — case types can be configured for both will instructions and estate administration, capturing assets, liabilities and beneficiaries.
How does it help with vulnerable clients?
Onboarding is gentle and save-and-resume, so clients can provide information at their own pace, from any device, without pressure.