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Lawyers & Probate Professionals Platform

A comprehensive platform for probate professionals to manage estates, collaborate securely, and streamline workflows.

Overview

Our Lawyers & Probate Professionals Platform is designed to simplify the complexities of probate administration. It provides robust tools for matter management, secure communication with all parties involved (teams, charities, beneficiaries), document handling, and essential compliance checks, all in one integrated solution.

How It Works

The Lawyers & Probate Professionals Platform streamlines probate administration by offering a centralised hub for matter management, secure communication across all involved parties (internal teams, charities, lay beneficiaries), and robust document handling. Integrated real-time checks and data analytics further enhance efficiency and compliance.

Use Cases

  • Efficient management of Estates, Power of Attorney (POA), Trusts, and Wills.
  • Secure and instant communication with teams, charities, and beneficiaries.
  • Centralised and secure document storage, sharing, and collaboration.
  • Ensuring compliance with role-based security and real-time verification checks.
  • Gaining actionable insights through comprehensive data and analytics.

Modernising the Probate Process: Traditional vs. SenseCheck

The Traditional Workflow
Common challenges in legacy administration.

Delayed Notifications

Charities often wait days or weeks for postal notifications about legacies, leading to uncertainty and slow starts to the administration process.

1

Insecure & Inefficient Communication

Confirming crucial details like bank information via email or phone is prone to errors, security risks, and requires tedious, repetitive follow-ups.

2

Information Silos & Lack of Transparency

Lawyers, charities, and other beneficiaries often work in isolation. Information becomes scattered, making progress tracking opaque and collaboration difficult.

3

Time-Consuming Manual Processes

Heavy reliance on printing, manually signing, scanning, and posting physical documents creates significant administrative overhead and drastically slows proceedings.

4

Prolonged Payment Cycles

The culmination of these inefficiencies frequently leads to significant and frustrating delays in charities receiving their rightful legacies, impacting their vital work.

5

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Let's discuss how SenseCheck can help you achieve your goals. Contact us today for a free consultation.

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