Headline Sponsor & kindly sponsoring the Lifetime Achivement Award
LEAP is a cloud-based legal practice productivity solution that occupies a unique position in the legal software market as it includes traditional practice management and legal accounting attributes, document assembly and management, as well as many of the traditional legal publishing assets all in one solution. LEAP provides access to its unique productivity tools, seamless integrations, and up-to-date legal content, as well as ‘real-time’ matter and client information whether in or away from the office.
Continually investing in R&D LEAP provides legal practitioners access to the very latest legal technology. With innovations including integrated time recording, billing and client accounting, automated legal forms and precedents, full remote working capabilities, client collaboration tools and world-class integrations.
A highly secure cloud-based solution you eliminate the need for a server, reducing hardware and support costs, simplifying your IT infrastructure. Running your entire firm from one application, eliminates the mess, confusion and risk that comes with using multiple programs and databases for different areas of practice or parts of the business.
LEAP’s continual reinvestment into its technology ensures law firms have access to all the same technological advantages as their larger counterparts.
For more information visit http://www.leap.co.uk and book a demo today.
Tower Street Finance
Kindly sponsoring the Private Client Team - Wills & Probate Award
Tower Street Finance is an FCA regulated provider of innovative products for the probate sector.
We know that when someone dies, the journey to distributing an estate can be lengthy, challenging and emotional. Our mission is to help both executors and beneficiaries navigate the financial challenges.
We provide four products which can be shaped to find the right solution for our customers:
· Estate Expense Funding - Funding Testamentary Expenses e.g. Funeral costs, administration fees, estate maintenance costs
· Inheritance Tax Loan - Payment of IHT to release the Grant of Probate
· Inheritance Advance – Advancing much needed funds to beneficiaries
· Inheritance Dispute Funding – Provide funding for inheritance disputes
We have already helped hundreds of customers and have built relationships with many of the top professional probate administrators, law firms and IFAs.
We have an excellent Trustpilot rating and hold five-star Defaqto ratings.
If you would like to find out more, please visit www.towerstreetfinance.co.uk or call us on 0343 504 7100
Kindly sponsoring Champagne Reception, Media Board & Entertainment
Comprehensive, Simple & Efficient Due Diligence
Estatesearch are pioneers in the legal technology industry driving innovation and technology in the private client sector. By combining high quality data with simple and effective technology Estatesearch are helping practitioners achieve more comprehensive and efficient due diligence in probate, estate administration and court of protection matters.
Estatesearch Financial Profile Service
Gaining a confident understanding of your clients financial affairs when administering an estate or when appointed to manage financial affairs can be complex and time-consuming task. Poor bookkeeping, hoarding, online accounts and paperless billing all contribute to the challenges. Our award-winning Financial Profile Service supports private client professionals needing a comprehensive and efficient understanding of financial affairs. Our process combines real-time access to digital credit records with a wide-ranging legal notification to gather the information you need to effectively manage estate assets and liabilities.
Contact us to arrange a CPD session on managing risk in estate administration for your firm or book a demonstration of our portal. For help identifying any assets, including shares in an estate, or more information on any of our services visit our website www.estatesearch.co.uk, email email@example.com.
Kindly sponsoring the National Private Client Team Award
Now in our sixth decade, we are a renowned international firm of probate genealogists that sets the standard for probate research and heir location. We provide key genealogical services and expertise to the legal profession in the UK and around the world.
We support and assist Private Client practitioners with a range of services aimed at fast-tracking the successful administration of probate cases as well as helping progress Court of Protection matters.
We have traced many thousands of lost heirs, missing beneficiaries, unknown next of kin and unclaimed assets, whilst also assisting with hundreds of statutory will applications on behalf of Court of Protection practitioners. Our success rate is the envy of our competitors.
Staff training and development is at the heart of our culture and crucially, we have more accredited genealogists and independently regulated staff than any other UK research company, including numerous fully qualified paralegals. Put simply, we provide research that can be relied upon.
We are absolutely delighted to be a sponsor of the inaugural Modern Law Private Client Awards.
Kindly sponsoring the National Private Client Lawyer Award
WillSuite is a fully cloud-based document drafting software for estate planning professionals. Approaching 10 years of experience in the legal software industry, 6000 documents drafted per month and over half a million wills put through the system, we’re the leading provider for legal professionals in England and Wales. With WillSuite you are able to:
Draft estate planning documents like simple and complex Wills, LPAs, Living Wills, Letters of Wishes and Severance of Joint Tenancy, all through a dynamic questionnaire-based format
Manage cases via a comprehensive CRM and case management system
Communicate and collaborate with clients via a secure online portal
Create and oversee custom workflows that actively communicate with client
Automate the creation of fully branded invoices and client facing letters
The software has helped thousands of professionals draft more efficiently, save time on lengthy admin work and build client satisfaction through automated communication workflows.
To start your 14-day free trial or for more information, get in touch with a member of our team today https://willsuite.co.uk/contact
Kindly sponsoring the Outstanding Client Care Award
Ochresoft’s ‘Intelliworks’ is market-leading case management software, built by lawyers for lawyers, covering all aspects of compliance and risk management.
Ochresoft is the leading CMS provider with the legal and regulatory expertise to ensure that our content-rich workflows are always current and incorporate the latest legal content and best practice standards, delivered in real time. Intelliworks workflows are updated whenever there is a change in law, regulation, or best practice.
Intelliworks supports hundreds of law firms and thousands of users across England and Wales, who use our Conveyancing and Private Client workflows to increase their efficiency, productivity and compliance.
Ochresoft became members of the Institute of Customer Service in 2022, signalling our commitment to customer service excellence. We were also awarded ISO27001 and ISO9001 accreditations, underlining our dedication to quality processes, information security and customer care. We were Highly Commended for the ‘Legal Supplier of The Year’ award at the British Wills & Probate Awards in October 2022, and awarded ‘Risk & Compliance Support Service of the Year’ at the British Conveyancing Awards in March 2023.
Ochresoft is proud to be an official supporter of the 2023 Modern Law Private Client Awards.
For more information on Ochresoft, please visit: www.ochresoft.com
Kindly sponsoring the Outstanding Achievement of the Year Award
Using market leading technology, Inheritance Data offers a tailored searching engine that provides Executors and Probate Professionals with a bespoke platform to access a growing range of services for deceased individuals.
The service enables executors and estate administration professionals to save administration time and fulfil their obligations as an Executor or appointed administrator when locating assets, liabilities, wills or placing a legal notice.
Contacting over 350 financial institutions and databases, including one of the largest credit agencies in the UK, our combined Asset and Liability search provides a comprehensive report for any type of account or policy held by the deceased.
With approximately £20 billion of unclaimed funds, we conduct an in-depth search to help quickly build a complete understanding of a deceased’s financial affairs. Using a combination of award-winning technology and traditional searching methods, we can uncover accounts or policies held across the Financial Industry that may not have previously been known.
Our joint search quickly identifies estate liabilities and mitigates against the risk of missed debts and liabilities as well as conducting a solvency search for CCJ’s or IVA’s prior to administration being conducted.
For more information, visit www.inheritancedata.co.uk or call 01603 673250.
Taylor Rose MW
Kindly sponsoring the Business Growth Award
Taylor Rose MW is a top 60 independent law firm with over 1,500 experts operating from over thirty offices nationwide. We build trusted relationships with people and organisations to successfully overcome hurdles and challenges in life and in business.
Whether you are a commercial or individual client, our professionals will put you at the heart of our business. From the everyday to the most complex issue, our experts will provide you with clear, concise advice.
Taylor Rose MW’s heritage spans over 100 years, but we defy tradition. With a unique management structure unlike any other law firm we operate dynamically, constantly looking for smart ways to succeed.
The Cashroom Ltd
Kindly sponsoring the Best Workplace Wellbeing Award
The Cashroom Ltd exists to cost effectively deal with the day to day administration of a law firm’s finance function, ensure compliance with the Solicitor’s Accounts Rules, and provide firms with management information and Management Accounts. We provide the time and the information allowing solicitors to focus on their business.
Our legal cashiering service is delivered remotely by teams of qualified cashiers, working in our offices. We use our client’s own practice management system whatever that system may be (there is no need to change system), logging on remotely to run their finance function, as if we were in the room next door. The data and postings all remain on the client’s own system. Our client firms have specific key contacts within The Cashroom who very much work as their own team.
We also provide an outsourced management accounting service delivering management accounts and management information to law firms quickly and economically, often to firms who could not afford to employ a full time accountant. More importantly, we work with clients to analyse that information, helping them understand their firm’s finances more clearly by delivering clear packs of information showing trends and performance pictorially and with commentary.
Paramount Legal Costs
Kindly sponsoring the Rising Star of the Year Award
Paramount Legal Costs are a team of highly experienced Costs Lawyers and Costs Draftsmen who can assist with all costs matters relating to Court of Protection & Private Client work, Clinical Negligence & Personal Injury, Civil & Commercial Litigation and Family & Care. We offer a personal approach to costing which is tailored to meet the needs of you and your firm.
We are committed to keeping up to date with what’s happening within the industry and we strive to take an active role in all of the areas we work in. Our Costs Lawyers are members of the Costs Lawyers Standards Board (CLSB), and we also have members of COPPA amongst our team. We are also one of the few firms of Law Costs Draftsmenaccredited by the Association of Personal Injury Lawyers (APIL) as First Tier Experts.
The Private Client Team prepares around 500 COP Bills of Costs a year, from Annual General Management, to Application Bills, Statutory Will and Gifting Bills. The Team also deals with the e-filing of the Bills at the SCCO, providing detailed advice on the results of the assessment and obtaining the FCC for Clients.
Probate Costs are another area the Team deals with, preparing Schedules and Bills with Narratives for non-contentious Probate matters.
Kindly sponsoring the Paralegal of the Year Award
Just Clear was founded in 2012 by Brendan O’Shea. The purpose was to create a planet conscious clearance company with strong social and environmental impacts. In its humble beginnings, Brendan himself manned a single truck, getting to know people in the industry and carve out an offering that both the customers and the sector needed.
Today, Just Clear is the UK’s largest and most trusted clearance company with over 3,500 5-star reviews on Trustpilot and counting! The company has gained national recognition for its low carbon and ‘zero to landfill’ mission including coverage from The Times, Forbes and even a mention from Sir David Attenborough.
Just Clear delivers an exceptional service to everyone they come into contact with from households right through to probate practitioners and beyond. In order to fulfil their mission they need the collective alliance of good people like you to make a once in a lifetime impact.
Just Clear aims to champion itself as eco-warriors, taking an ethical stance to reuse and upcycle, while responsibly ensuring recycling and disposal.
Kindly sponsoring the Private Client Team - Family Law
Quill helps law firms operate smarter by uniquely offering a one-stop shop of easy-to-use, browser-based practice, case and document management, and legal accounts software, as well as outsourced legal cashiering, bookkeeping, payroll, typing and post room services.
As the only outsourced service organisation currently recommended by the Law Society of England and Wales, practices are able to take comfort in their data and back-office functions being in safe, fully compliant hands.
At the heart of Quill’s company values is a total commitment to superior service delivery, open and honest sales processes, and maintaining exceptionally high standards of human-based client support and training. It's no surprise that Quill is often the first choice for the full spectrum of law firms for its affordable, scalable and flexible solutions suiting sole practitioners through to regional legal powerhouses.
Quill is privately owned, staunchly independent and long established since 1978. Built on its staff having extensive legal experience, it has flourished into a 110-strong team centred around offices in Manchester and Liverpool. Currently with a client base totalling 11,000 users across 1,000 businesses, Quill has gathered a raft of awards from the likes of Best Companies and the Institute of Legal Finance and Management.
For more information about Quill, please visit www.quill.co.uk
Kindly sponsoring the Lawyer of the Year - Wills & Probate Award
The BEST Foundation is a non-profit organisation who acts as a professional membership body for modern, forward thinking Estate Planning professionals. Not only do we offer support for our members, but the public can also be assured that any Best member is a trusted professional who is reliable, experienced, and suitably qualified to take their instructions.
We aim to be at the forefront of modernising the archaic ‘quill and ink’ culture in the Will writing industry by encouraging our members to adopt the latest technology. We will support our members in any way that we can, whilst campaigning for changes that benefit professionals and clients alike.
We offer a Client Guarantee that goes beyond that offered by any other non-profit organisation. This means that clients can rest assured that when using a Best member, that they are fully protected in the unlikely event that anything should go wrong.
With membership options for both independent and corporate applicants and a number of perks on offer such as a micro-site, CPD training, a spot in our directory listing and on-going support, there are so many reasons to #jointherevolution.
Kindly sponsoring the Lawyer of the Year - Family Law Award
Established in 2018, Teal Compliance is a full-service Risk and Compliance Consultancy that offers a unique approach to risk support for law firms. Unlike traditional compliance practices that can often be perceived as dry and remote, Teal, founded by Amy Bell, a prominent risk and compliance solicitor and returning Chair of the Law Society’s Money Laundering Task Force aims to revolutionise the compliance landscape by delivering services that truly make a difference.
At Teal, we understand that compliance should not be merely a tick-box exercise for law firms. Our mission is to provide support that goes beyond the mundane, empowering firms to combat fraud and minimise their exposure to risk.
We strive to redefine risk mitigation practices by offering services specifically designed for law firms. We believe that traditional methods often leave firms vulnerable, which is why we take a ground-up approach to develop innovative solutions that address real-life challenges. Our goal is to bring awareness to the fact that fraud and AML risks are ever-present and provide the necessary resources to help law firms proactively manage and mitigate these risks.
We believe that compliance should not be an abstract concept happening to others but something that requires active engagement and preventive action. By offering practical resources and support, we empower law firms to identify and eliminate potential risks, safeguarding their operations and reputation.
Kindly sponsoring the Best Innovation Award
Arken.legal provides expert digital estate planning solutions for the private client sector. Our market leading software supports the professional in drafting Wills, Inter Vivos and Testamentary Trusts, Lasting Powers of Attorney and more.
Ultimately, our products help to drive down the cost of producing documents by removing administrative burdens. It frees up fee earner time, helps increase output, and defends against errors.
Our product suite also includes powerful marketing tools to help you generate leads and grow your business.
Built by Lawyers, inspired by technology, Arken’s software is used by some of the biggest names in the industry. So far, over 6,000 users have utilised Arken to produce over 7 million Wills.
Digitise your business with trusted estate planning and Will writing software that increases efficiency, productivity and consistency. For more information or to begin a free 7 day trial, please visit www.arken.legal or contact us on 01732 867792 / firstname.lastname@example.org
We are delighted to be sponsoring the Best Innovation Award at this year’s Modern Law Private Client Awards, recognising and celebrating those businesses who are pushing boundaries, driving change and breaking new ground in the delivery of their services to clients. Good luck to all of the deserving finalists!
Kindly sponsoring the Programme
Conscious Solutions have been helping law firms become more successful online for 19 years. We do this through website design, search engine optimisation (SEO), pay-per-click (PPC) advertising, social media, legal copywriting, digital PR and more.
We understand that for a law firm it’s not just about having a website, it’s about what you do with it that counts, so we strive to create a tailor-fit solution for your firm to achieve as much website traffic as possible.
Or, your website might be ‘good enough’ and what you need is help with better conversion from your website into leads. Services such as User Experience (UX) analysis or Return on Investment (ROI) analysis might be needed to help understand what is going wrong.
Whatever digital marketing solution you need, we’re here to guide and advise you through the whole process.
We can also advise on strategies for internal communications and intranets and CRM strategies.
A love of orange sometimes makes it easier to work with us!
Kindly sponsoring the Private Client Team – Tax & Trusts Award
AJ Chambers is a renowned award-winning recruitment consultancy and M&A advisory firm specialising in the Accountancy and Legal practice sectors. With an impressive track record spanning over a decade, AJ Chambers has consistently excelled in discovering and securing top talent, ranging from the brightest trainees to the most distinguished leaders, Directors, and Partners.
As a trusted advisor, AJ Chambers is committed to empowering both businesses and individuals to shape their futures. Leveraging our extensive market mapping and industry insight, we provide invaluable guidance and support from the early stages of one's career to strategic career moves.
At AJ Chambers, we prioritise understanding our clients' unique needs and aspirations, ensuring that we offer unwavering support and advice at every step of the recruitment process. Our team is known for striking the perfect balance between professionalism and approachability, creating an environment that fosters trust and cultivates successful partnerships.
With an unwavering commitment to excellence, AJ Chambers has become synonymous with delivering exceptional results and driving positive change within the industry. We take pride in our ability to consistently match exceptional talent with thriving organizations, enabling both parties to achieve their goals and reach new heights of success.
Kindly sponsoring the Supporting the Industry (1-25 Employees) Award
New Eden is a Cultural Analytics, Data and Insurance Technology business and we are creating a community of like-minded professional, service-led businesses, specifically in the Legal and Education sectors, who value how they manage and deliver their services, more than simply what they do. Because in a service business, WHAT we do can be easily replicated, but WHO we are and HOW we work together and serve our clients cannot. How we develop our culture plays a major part in determining your level of commercial success.
90% of Professional Indemnity claims are caused through risky behaviours, not your technical expertise. For example, a non-coherent culture, leadership issues, sub-optimal human interactions, ineffective time management with clients and each other, and 'clicksters'.
New Eden assesses a client’s overall risk culture, and with CyberconIQ, our partners in the US, we are also able to drill down into the specific behaviours that are responsible for over 95% of cyber breaches, the human factor. Combining our expertise, we apply the collective data to improve not only insurance premiums, but also reduce the potential for claims and the management cost of compliance in managing risk within your organisation, ultimately creating and maintaining a healthy culture. Guaranteed.
Kindly sponsoring the Awards Invitation
Estate Research are a firm of professional genealogists offering a full range of services in estate administration to the private client practitioner. Established in 2001, we remain committed to the core values of transparency, flexible fee choice and exceptional service.
With local expertise and international coverage, we have successfully located family and assets all over the world, helping to wrap up even the most complex of estate administration cases.
Our aim is to deliver comprehensive research on time and through our commitment to quality and accountability, we hope to provide a service that professional will use, and crucially, use again.
Our key services for the Private Client practitioner include:
FREE Administrator Search & Check
FREE Family Tree Check
Beneficiaries Located Worldwide
UK Will & Asset Searches
Overseas Bankruptcy Searches
Property Management & Sales
FREE insurance quotes (MWI & MBI)
Estate Research also offer FREE CPD webinars specifically for Private Client practitioners. All sessions are delivered by industry experts including Professor Lesley King, John Bunker, Helen Foster & Stephen Lawson.
You can register for upcoming webinars and view over 100 recordings for FREE via the Estate Research Learning Hub at www.estateresearchlearninghub.co.uk
Kindly sponsoring the Private Client Team - Charities & Philanthropy
Title Research provides a range of genealogical research and asset repatriation services to help legal professionals overcome challenges during the estate administration process.
They were crowned winners of Probate Research Firm of the Year at The British Wills and Probate Awards 2022. Their award-winning services are designed to streamline the estate administration process, take the effort out of locating the correct people or assets, and mitigate the risk of future disputes or complications.
As a trusted provider to legal professionals for over 50 years, you can rely on their experience for support with:
Reconstructing or verifying family trees
Tracing missing people across the globe
Administering foreign assets
Probate valuation and verification
Dealing with North American assets
Title Research has access to the latest technologies and methodologies, which allows them to carry out research in a thorough, timely, and efficient manner. They also pride themselves on offering transparent pricing, as they calculate costs based on the work involved rather than the value of the estate, providing you with the best value. Turn to Title Research’s specialist team to solve complex estate administration cases and free up your valuable time.
Kindly sponsoring the Best Use of Technology Award
Today’s Media are the publishers of the popular online “Today’s” news titles, Today’s Conveyancer, Today’s Wills and Probate and Today’s Family Lawyer. Providing up to the minute news, insight, regulatory updates and best practice to keep legal professionals at the forefront of industry conversation.
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