Probate Admin
Designed specifically for estate administrators, this legal case management software streamlines probate workflows, reducing screen time by 32-36%. It automates document generation, offers a user-friendly dashboard, and includes dedicated support. With a one-time payment per case and no ongoing fees, it enhances efficiency without compromising client service.
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Top Probate Admin Features
- Dynamic workflow adjustment
- Automated document production
- 24/7 customer support
- Comprehensive case history tracking
- Unique client account reconciliation
- No monthly licence fee
- No annual maintenance charges
- One-off payment per case
- Bespoke letter generation
- Standard letter templates provided
- User-friendly dashboard interface
- Online training sessions available
- Database management service
- IHT calculation integration
- Estate account generation
- Customizable workflow options
- Quick generation of statements
- Robust financial package integration
- User-specific access controls
- Streamlined case management experience
- Award-winning technology collaboration
