Easily create and manage cases
Create and manage all your cases in one place, with the ability to collaborate and assign work to your colleagues. Always have an up-to-date overview on each estate, regardless of the complexity or duration of the case.
Simplify estate discovery
Quickly locate unknown assets and financial liabilities associated with an estate, with integrated Estate discovery. Confirm and validate known assets more reliably, with the click of a button.
Quickly generate legal forms
Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data. Minimising data re-entry and improving accuracy, our platform greatly reduces the time taken to complete your forms.
TIME SAVING
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
Generate documents in seconds using in-platform templates auto-filled with client and case information- Easily search and locate documents within your case through keyword searches
- Collaborate effectively with your team with our consistent approach to document storage
REDUCE ADMIN
Automated completion of court & IHT forms
Automatically produce and export fully or partially completed Court and Inheritance Tax forms from the data within your case, including Scottish Court forms C1, C2 and C5.
- Populate IHT400 schedules with data from your case, calculating schedule totals and replicating that information in the IHT400
- Save your team time and laborious administration
- Improve accuracy and reduce risk of data being copied across incorrectly
QUICKLY VERIFY
Locate assets and liabilities, without the hassle
Access a deceased individual's financial information, from bank accounts to mortgages, directly on our platform at the click of a button
- Removing the burden and reliance on client knowledge
- Improve due diligence with minimal effort and certify there are no hidden assets or liabilities
- Reduce time spent contacting institutions where assets are unknown
