Estate Planning & Probate Management Software

The efficient and accurate creation of documents, alongside careful management of information, is a critical part of the Estate Planning & Probate teams.

Work more efficiently with technology that won’t let you down.

  • Automated documents for generating court forms and other standard documents populated with data directly from the client and matter fields
  • Briefs and bundles for quick and easy compilation of documents for provision to counsel and other parties
  • Comprehensive conflict searching via the directory from data stored in client and matter parties on the matter card

PracticeEvolve is the premier case management solution for Estate Planning & Probate Lawyers around Australia.  Backed by a philosophy based on transparency and collaborative effort with our clients, other legal technologies and the broader legal ecosystem, created to reflect the work practices of mid-to-top tier law firms. PracticeEvolve is the ideal case management solution for busy, growing Estate Planning & Probate law firms ready to venture into the world of automation and the modern, tech-driven legal industry. Before selecting a Legal Practice Management Software for your firm, review our Due Diligence Checklist to guide you in the right direction.

Enhance Productivity with Streamlined Workflows

Monitor important information, billables, key dates, and manage document automation in a single estate planning practice management system.  Save time and money through automation.

Organise your Estate Planning & Probate Law Practice efficiently with PracticeEvolve’s software for legal estate planning – a law practice management software tailored for probate practitioners as it offers organisation and accuracy from start to finish.

Be prepared for your clients each and every time you undertake a new probate matter and each time you go to Court. By automating the complete, end-to-end brief creation process in seconds, our document bundling solution significantly reduces the time required to create briefs to Counsel and other general matter document portfolios.

Remote Working in Real-Time

The Digital Matter File feature of PracticeEvolve lets you store all important wills and estate information for easy access whenever needed. Provide your lawyers with Remote work capabilities and everything they need to complete their Estate Planning and Probate matters from home, in the office, or in meetings with clients.

Maintain productivity of your team, wherever, whenever, with PracticeEvolve’s “three-tiered” system architecture that’s easily installable to a cloud server, allowing secure access and data syncing from anywhere with an internet connection.

APIs for Intelligent Automation and Future-Proofing Your Firm

With APIs, dive into the world of Law Firm Automation with the incorporation of a data-driven approach, delivering better client outcomes with relative ease through seamless integration with current systems and future plans for expansion. Monitoring key performance indicators such as operational efficiency, legal business processes and legal expenses becomes easier and more precise with APIs. Eliminate potential human error drawbacks, ensuring the capture of accurate, real-time data.

Book a personalised, no-obligation demo to discover how our game-changing legal practice management system can revolutionise the way you run your law firm.

A game-changer for the modern law firm.

Book a personalised, no-obligation demo to discover how our game-changing legal practice management system can revolutionise the way you run your law firm.

request a demo