Your new private client portal
Managing the complexities of probate demands precision and seamless collaboration. SenseCheck is innovating the way lawyers interact with charities, ensuring that every step from notification to decision-making is streamlined and secure. Here's how lawyers are benefiting from using SenseCheck:
- Direct Communication: Lawyers have a direct line to charities involved in a legacy, making it easier to convey important information quickly and securely.
- Early Legacy Notices: Lawyers can provide charities with early notice of legacies, ensuring all parties are informed promptly and can prepare and forecast accordingly.
- Document Sharing: Whether dealing with one charity or several, lawyers can upload and share essential documents effortlessly, keeping everyone in the loop.
- Bank Detail Verification: SenseCheck allows lawyers to verify a charity's bank details online, reducing the risk of errors and ensuring smooth financial transactions.
- Comprehensive Due Diligence: Lawyers can perform thorough due diligence checks on beneficiaries, including AML, IVA, bankruptcy, sanctions, and PEP screenings, all within SenseCheck.
