Estates that do not stall.

Estates stall on requisitions and on institutions that never reply. Distribution goes ahead before every check is met, because nobody has the list in one place.

An example of what we can build · About two weeks on average

Requisition Checker · Wills and estatesEstate of M. Papadakis · grant application

2 to resolve

Requisitions checked6OK

Resolved from the file4OK

Needs a lawyer2REVIEW

Distribution gateHeld: 1 check unmetHOLD

Review the twoOpen the gate checklist

Example only. The matter and dates are fictional.

Example · Grant and Distribution

Three tools we would start with for wills and estates.

Requisition Checker

Checks the grant application against requisitions before it is lodged.

Institution Chaser

Chases banks and institutions on a schedule.

Distribution Gate

Stops distribution until the checks are met.

Alerts and the cockpit

Four alerts, and one page for the partner.

The alerts watch the dates and thresholds that matter in wills and estates and go to the file owner, escalating to the supervising partner when something is missing. The practice cockpit shows what is due, what has stalled and what is waiting for approval.

Co-designed with you

We agree the alerts with you: your matter types, your thresholds and who approves what.

How it works

Co-design, build, deploy.

Co-designWe sit with your partners and fee earners and agree the dashboards, alerts and agents that matter to your firm.
BuildWe build on your practice system and Microsoft 365, in your own tenant. About two weeks on average.
DeployYour administrator authorises the connection and can revoke it any time.
ApproveEvery draft, date and task waits for a lawyer. Nothing sends itself.

Tell us what you need to see.

We co-design it with you, build it and deploy it. On average, two weeks.