Intelliworks™ Probate. The most sophisticated probate solution on the market today

In today’s competitive marketplace, an increasing number of firms recognise that probate is being commoditised; consequently there is a pressing need to process cases faster and more efficiently. However probate cases can be very complex to administer and control, typically taking six months or more to complete, and include complex accounting rules and processes.

Intelliworks™ Probate is our latest workflow, a highly comprehensive case management solution designed to streamline and automate the entire workflow, from asset capture through to the complete production of Estate Accounts.

Everything you need is Built in

With Intelliworks™ Probate you are getting a product that is founded on decades of expertise in probate best practice. Designed by expert probate practitioners, Intelliworks™ Probate has been developed following extensive market research and analysis, and embodies over 5000 man hours of development. Underpinning probate we have developed a complete double-entry accounting framework with business rules for every single probate transaction.

Because of the typical lifespan of a probate matter, Intelliworks™ Probate provides considerable flexibility in the way you handle probate cases, whilst still providing significant efficiencies in case automation. Users can choose to follow the complete workflow process or just the processes relevant to a particular case, with support for small and large complex estates.

Our workflow guides you through the complete probate process, drawing from hundreds of standard precedents, storing all documents in the case. This saves considerable time, reducing the likelihood of errors, and importantly enables the delegation of routine tasks. IHT 200 and 400 Series forms and other legal precedents are already built in. Additionally, Intelliworks™ Probate includes fully automated Estate Accounts that adhere to the latest STEP guidelines, all exportable as Microsoft Excel worksheets, all available with a simple button click.

Ready to go

Our Probate workflow is fully-developed and ready to go. There are no complex IT requirements, and no need for any expensive consulting to get your system up and running. We work with you to customise your letters immediately prior to deployment and after your initial training you will be able to put live cases on the system straightaway.

Fully Risk Managed

We pride ourselves on the level of attention to detail we take in designing risk management into all our workflows. Risk management has several major benefits, including increased confidence in process automation - meaning that you get tasks done faster because you know they are being handled properly, and clear demonstrable control – assisting your compliance needs. Key points to note are:

• Our mature and well standardised processes significantly reduce the likelihood of claims. Our Probate workflow includes significant accounting and forms automation
• Probate includes the complete automation of complex Estate Accounts in line with the latest STEP guidelines. This significantly reduces the likelihood of error in following such a detailed and complex process
• All our workflows provide a complete audit trail of every task done, by whom, and at what time
• Our reporting procedures enable proper supervision of all fee earners by senior management, even where staff are located in different offices

Our solutions demonstrate consistent governance and control.

Always up to date

We recognised very early on that it is critical to maintain accurate, up-to-date legal and financial content and process. We therefore designed-in a number of features at the outset to help make this process automatic and seamless, ensuring that you remain compliant with all the latest changes.

• We provide automated updates to ensure that our workflow adheres to the latest legislation and guidelines where applicable, and HMRC and Probate Registry processes
• We provide automated updates to ensure the workflow has access to current financial data (e.g. VAT rates, Tax thresholds, dividend rates, IHT Nil Rate Band etc.)
• Our in-house solicitors monitor changes in legislation, practice and procedure to ensure we keep the workflow and content consistently up to date
• Our customer network provides us with practical intelligence on a daily basis which we can analyse and pass on to you

Saving time, saving money

Through our continuous program of business process optimisation we have designed-in features to improve efficiencies wherever possible whilst decreasing risk, enabling you to focus highly skilled staff on more complex matters:

• Our extensive library of built-in letters and forms saves time in dictation and typing, and in searching for suitable precedents
• Document automation saves considerable time in editing and adjusting letters; our documents are automatically pre-populated and adjusted as the case progresses
• Disbursements are automatically picked up and can therefore be recovered – with no more write-offs
• At any time you have instant visibility of the current state of a case. By using the detailed task list client queries can be answered quickly without costly ‘call backs’
• Risk management features are designed-in from the outset, enabling you to have complete confidence in the process, with the knowledge that you have complete audit traceability throughout. Strong governance is critical for driving down insurance premiums

These designed-in efficiencies all help you to drive down costs and increase profitability. If you would like to see how our return on investment (ROI) model works to meet your specific needs please contact our sales team and we will be happy to help.

Technical Specification

Key features include:

• Support for IHT 200 and 400 series forms
• Support for automated Estate Accounts in line with STEP accounting guidelines
• Beneficiary Manager, with intelligent distribution management
• Asset/Estate Manager, supporting complete asset capture
• Built-in double-entry ledgers and Chart of Accounts
• Fully specified processing including:
  • LPR and beneficiary data capture
  • Immediate actions
  • Routine enquiries
  • Grant application
  • Inheritance Tax form production
  • Post grant
  • End of administration (including Estate Account Production)
• Integrated Laserforms
• Integrated Identity Checks
• Full audit trails of all key activities by user, by time