Lasting Power of Attorney (LPA) work is a core pillar of many private client practices. As the number of instructions increases, client expectations diversify, and procedural requirements from the Office of the Public Guardian intensify, keeping matters on track can be difficult.
Common challenges can include:
- Delays in information gathering: chasing clients, attorneys, and third parties for key details and confirmations
- Administrative repetition: entering the same data multiple times across various documents
- Risk management: errors can lead to rejected applications and create unforeseen delays
- Client communication: balancing providing updates with progressing the matter efficiently
Why choosing the right LPA workflow matters
The LPA process is more than completing forms, it is a sequence of steps that need to be completed in the correct chronological order, with accuracy. Each stage, from taking initial instructions to final registration with the Office of the Public Guardian (OPG), carries its own specific risks of process delay or document errors.
An effective LPA workflow helps to:
- Avoid duplication: information is entered once and carried through all relevant documents avoiding errors
- Easily stay in control: being able to clearly track the progress of the case, checking what has been completed and what is outstanding
- Reduce risk: benefit from maintained, integrated risk and compliance reviews, which can flag up concerns at an early stage
We’ve designed a comprehensive and efficient workflow to streamline the LPA process. LPAs are a consistent source of instructions and an opportunity to strengthen client relationships, yet too often valuable time is lost to repetitive form-filling, re-keying data, and chasing missing information.
Our LPA workflow removes those burdens by offering the ability to generate multiple, accurate documents quickly, allowing legal professionals to focus fully on their clients. Simultaneously, it also prompts practitioners to consider areas of risk and practice compliance.
Small changes to the way LPAs are managed can make a difference to both client experience and case progression for legal professionals.
How do you manage LPA cases to ensure few delays? Read to find out more via here.
