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LPA and Wills Case Management Software

Our legal case management software for wills and lasting power of attorney has been designed with ease of use in mind, carefully curated to provide maximum efficiency for both law firms and their clients.

Here at Redbrick Solutions, we’re proud of our legal software for wills and LPAs. Our software comes with a range of features, including fully customisable workflows, comprehensive document management, shared diaries for the whole firm to view, an intuitive interface, and smart search technology. With our intelligent will and lasting power of attorney software, case management couldn’t be any easier.

Not only have we included everything you might need to provide a fantastic service, but our system has also been designed to be easily customised with the click of a button. Even those less technically minded can operate our wills and LPA software successfully and efficiently.

Take a look at each feature of our wills and LPA legal case management software in more detail below or contact us today on 01572 770088 for more information.

Features and Benefits
Intuitive interface and smart search technology
Redbrick Practice Management has been specifically designed to be very user friendly. The user interface is simple to navigate and follows a logical process, making it easy to get up and running quickly. Smart search technology has been built in to make finding clients, cases, quotes and documents as quick and easy as possible, enabling you to focus on progressing matters more efficiently.
Customisable workflows and matter types
Our fully customisable workflows allow you to efficiently progress a matter, utilising multiple triggers to automatically produce documents, forms, emails and text messages at the click of a button.
Intelligent to-do list
Our intelligent to-do list ensures no step is overlooked, enabling users to simply see any outstanding tasks for that day either on a specific matter or over all matters assigned to them. Partners and Heads of Department can also easily re-assign tasks should a fee earner be away from work and can monitor progress over all matters to manage timely billing.
Import your own letter templates
We can either provide a bank of template letters for you, or you can choose to import your own. If you choose to import your own we will do this for you as part of our comprehensive set up process and will ensure all of the relevant fields are mapped to enable pre-population of your letters for a more efficient conveyance.
Comprehensive document management
Find and send documents quickly and easily with our comprehensive document management system. Letters, forms, emails and text messages are all stored with a full audit trail and version control to ensure you remain compliant. Documents can be emailed to multiple parties, as a pdf, with a simple click of a button, saving you precious time. Hard copy documents can easily be scanned and dragged into the system.
Custom logic for easy Will drafting
Custom logic intelligently selects the correct clauses for quick and easy Will drafting. We will create custom question tables for you which will then select the relevant clause to add to the Will draft. Make Will writing profitable again with Redbrick Practice Management.
Certainty integration
Redbrick Practice Management integrates with Certainty, the UK’s National Will Register. At the click of a button from within a matter, you will be able to Search for or Register a Will with Certainty. Details required to Register a Will are pre-populated from within the case management system and a new Will Registration Certificate is returned and stored automatically in the document history.
Two way Outlook integration
Never lose track of email correspondence again with our clever Outlook integration. Outbound emails can be sent, with attachments automatically converted to pdf’s, to single or multiple contacts from within the system. Inbound mail is scanned automatically and added to the document history, saving a significant amount of time compared to manually adding correspondence to a file, as well as the cost of printing.
One shared diary for the whole firm
Easily manage client meetings, book out your boardroom or check other colleagues availability with one shared diary which also integrates with your Outlook diary so that nothing is overlooked.
Pre-populate LP forms
LP forms are included at no extra cost. Forms can be added as triggers to the workflow so that they appear automatically as a task is completed and are pre-populated to save you valuable time. Forms are in a word document format for easy editing, enabling you to save your progress and return at a later date. All forms are saved in the document history with a full audit trail. Data captured in the system will automatically populate LP1, LP1F, LP2, LP3 and LP5, 6, 7, 8 forms.
Improve communication with auto SMS and Email updates
Text and Email messages can be pre-programmed into your workflow so that they are sent automatically at key milestones, keeping your clients up to date, improving client satisfaction by demonstrating how pro-active and efficient you are and keeping your matters on track.
Increase efficiency and profitability
Saving small amounts of time at every stage in the process quickly adds up to make a significant difference. By making each matter more efficient you are able to grow your practice by increasing the number of matters you can handle without increasing your headcount. Wills especially, are very hard to make a profit on, so handling them as efficiently as possible has never been so important.
Save time and increase profitability with our LPA module