We have developed a best practice-driven, pre-built FloSuite Executry/Probate Solution which manages the relevant processes from end-to-end, controlling the flow of information from Partner to Fee Earner to Executry/Probate Manager to Legal Executive/Paralegal to the Finance Team.
ExecutryProbate/ processes
Executry/probate processes, which describe the events and tasks that must be managed when a person dies, necessitate the case-based management of a range of tasks and data and offers great opportunity for streamlining and automation whilst still providing users with the flexibility they need. The FloSuite Executry/Probate Solution consists of four main phases: Investigation, Realisation, Exhibition and Finalisation. The case console allows pending workflow-driven tasks to be completed as well as 'available tasks'. These available tasks will change dependant upon which phase a case is in and provide users with the flexibility to complete the relevant activities, which could be a single item or invocation of a workflow/process, in the order which is required – or indeed to run them multiple times if appropriate.
Key functionality:
- Streamlines and manages investigations, ID verification, IHT200 requirements, exhibition, realisation and finalisation procedures
- Manages Testate and Intestate transactions
- Mini workflows to capture ID Verification and IHT200 processes
- Automatic task notification by email
- Comprehensive task escalation procedures
- Standard executry/probate document templates for correspondence with lenders, insurers, utilities, government, executors, beneficiaries etc
- Creates and maintains full electronic case file and audit trail
- Includes report production
- The solution can be accessed via a standard Web browser, Microsoft SharePoint, Outlook, Word and Excel
Key benefits:
- Reduces risk and administration overhead
- Assists with meeting regulatory/compliance requirements
- Could provide transparency of process for clients
- Removes duplication of data entry and errors across multiple systems holding client data
- Ensures consistency and efficiency across your executry/probate process
- Fully customisable and extendable to ensure evolution in line with requirements
- Out of the box integrations for popular third party systems
- Designed to align with best practice of leading law firms
- Enables the deployment of a ‘composite’ case and matter management solution that can push and pull data from any appropriate source
- Built on the flexible FloSuite framework and can
therefore be rapidly adapted (screens, processes, documents,
data models etc.) via an easy to use graphical Microsoft
Visio interface