Unlock your team's potential with software designed specifically for them. No more templates on spreadsheets, build your clients' cases with minimal data entry and administration.
Are you a registered member of The Law Society of Scotland? Click here to discover an exclusive offer just for you, or arrange a demo with a team member to learn more.
SAVE TIME
Save time with secure document management
Our specialist software allows you to securely upload, save and store documents, organised against the case or individual assets and liabilities
STANDARDISE PROCESSES
Automatically create, update and reproduce Estate Accounts designed to STEP standards in minutes, at any stage of the administration period
REDUCE ADMIN
Automatically produce and export completed Court and Inheritance Tax forms from the data within your case
QUICKLY VERIFY
Access a deceased individual's financial information, from bank accounts to mortgages, directly on our platform at the click of a button