Searching…
Wills and probate firms win work on price and trust, then spend hours on meeting notes, executor paperwork and explaining the process to people who are grieving. Software can quote fees at any hour, collect details before a will meeting, draft attendance notes from dictation and keep executors' documents on the file. A solicitor takes every instruction, judges capacity and approves anything a client receives.
7 ideastypical cost $43£32€38A$61C$60 a monthtypical saving about $479£360€428A$691C$677 a month
Upload the will, codicils and estate papers in one chat for a gift table and draft asset schedule to check. From about $40£30€36A$58C$56 a month for 2 users.
Dictate after each will meeting and SpeechLive's Legal AI Assistant drafts the attendance note for the solicitor to check. From about $53£40€48A$77C$75 a user a month.
Clients fill in a will instruction questionnaire on Jotform before the first meeting, with data held on EU servers. From about $39£29€35A$56C$55 a month.
Past will clients get an email reminding them to review their will, sent to Brevo segments by the year it was signed. From about $16£12€14A$23C$23 a month.
A Hoowla quote calculator on your website gives will and LPA prices at any hour and alerts you to each new lead. From about $20£15€18A$29C$28 a month.
Draft a plain-English guide to the probate process for each type of estate with an AI assistant, then check it. Free, or up to about $27£20€24A$38C$38 a month.
Executors send documents and messages through Clio for Clients instead of post and email, straight onto the estate file. From about $105£79€94A$152C$149 a user a month.