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Private Client workflows

LPA Workflow

A process made effortless and error-free with Intelliworks LPAs.

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Is your firm producing Lasting Powers of Attorneys? Are you using workflow software? Intelliworks LPAs can help.

Lasting Powers of Attorneys are a source of extra, profitable work for law firms.

Capacity checking and multiple LPAs – a lot of time is spent form-filling and repeating information. Intelliworks takes care of all of that.

Intelliworks LPAs provides risk management at every stage of the process – for example, when ensuring donor capacity. That means focusing on the clients and their circumstances, not just the forms.

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