Much Probate work is administrative, painstaking in character and necessitates heavy document production. Let Proclaim Probate Case Management Software handle this, enhancing profitability without compromising standards of service.
Proclaim’s logical screens allow you to open new cases and enter matter details quickly and easily – personal representatives assets, beneficiaries (showing allocations against the estate), correspondents and relevant contacts, liabilities, etc. All screens are user definable, and an intuitive navigation system ensures quick access to any element of data within the entire system. A diary system ensures that no task is overlooked.
Detailed time recording as you progress through cases guarantees accurate billing.
Intelligent document production tools ensure that your letters are produced quickly and are contextually sensitive. Document Management enables you to scan incoming mail to be linked with the relevant file(s). Proclaim includes hundreds of precedents – all easily amendable – that can be added to whenever required.
The system includes financial profiles for relevant parties, providing automatic calculations and recalculations, sensitive to data entered into the system.
Proclaim completes the IHT 400 and IHT 205 forms (based upon data entered into the case), plus the relevant IHT Schedule forms. The R185E is also available for completion.
A user-definable reporting facility can be tailored for each user, department or activity. Standard reports are provided with Proclaim, and the system enables data held to be exported into Microsoft Excel if required for advanced manipulation.
Estate Accounts (following STEP recommendations) are included, containing stages ‘at death’, ‘sale’, ‘income’, ‘expenditure’ and ‘legacies’.