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Sponsors

HEADLINE SPONSOR

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LEAP Estates
Headline Sponsor & kindly sponsoring the Lifetime Achivement Award

 

LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners.

 

Offering highly innovative features and functionality, this specialist software solution for private client practice provides everything you need to manage your client’s wills, LPAs and estates efficiently, and delivers case management, accounting, document assembly and management, will building via WillSuite, and legal publishing assets in one fully integrated cloud solution. Attuned to the ever-changing needs of estate planning and probate professionals. Benefits of LEAP Estates include:

 

  • Advanced Matter Management

  • Complex document automation

  • Intuitive will building software

  • Powerful document register tool

  • Dedicated Mobile application

  • Automated legal forms and precedents 

  • Comprehensive office and client accounting 

 

LEAP Estates’ intuitive and powerful productivity tools help private client professionals manage their matters more efficiently and profitably from any device, with access to ‘real-time’ information and time-saving features on the move.

 

Continually investing in research and development of the solution makes LEAP Estates the perfect technology partner for supporting lawyers, legal departments, will writers, estate planners, IFA or accountants handling private client work. 

 

Being a cloud-based solution, LEAP Estates eliminates the need for a server, reduces hardware and support costs, and offers a simplified IT infrastructure. 

 

For more information visit leapestates.co.uk

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Estatesearch

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 hello@estatesearch.co.uk. 

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WillSuite

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

 

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Perfect Portal

Kindly sponsoring the Managing Partner of the Year Award

Perfect Portal is an award-winning digital onboarding and client-centric solution for law firms. Since our inception in 2014, we always put the solicitor at the heart of everything we do. We offer market-leading technology that is continuously evolving to ensure law firms remain one step ahead of their competitors.  

Perfect Portal has actively facilitated the transition of law firms into a more technologically advanced era. By leveraging Perfect Portal's integrated system your firm will capture, manage, and convert leads efficiently, creating a seamless transition from initial contact to a fully branded onboarding process, which therefore empowers your law firm to focus on what you do best – practising law. 

Ultimately, the client experience lies at the heart of Perfect Portal's mission. Our solutions have not only improved the efficiency of legal processes but have also added tangible value to the client journey. From initial lead generation to the resolution of legal matters, our solutions have paved the way for a more seamless and client-centric experience. Increased transparency, streamlined communication, and efficient client onboarding have collectively contributed to heightened client satisfaction, establishing Perfect Portal as a key player in shaping the future of the legal sector. 

 

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Anglia Research

Kindly sponsoring the National Private Client Team Award

Now in our sixth decade, we are an award-winning international firm of probate genealogists that sets the standard for probate research and heir location. Regulated by the Institute of Paralegals, 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 professional deputies. 

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 delighted to act as category sponsor of the prestigious National Private Client Team award once again and can’t wait to see you all on the night. 

For more information please visit: www.angliaresearch.co.uk/services or contact us at legal@angliaresearch.co.uk

 

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Ochresoft Technologies Ltd

Kindly sponsoring the Outstanding Client Care Award (26+ Employees)

Ochresoft’s ‘Intelliworks’ is award-winning, market-leading case management software. 

Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. The STEP-compliant software frees fee-earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs. 

 

With automatic production of IHT400 forms, a few hours of work is reduced to just several clicks, making firms more efficient and reducing the risk of manual error. 

 

Ochresoft has the expertise to ensure our content-rich workflows always incorporate the latest legal content and best practice standards, delivered in real time. Intelliworks workflows are updated whenever there is a change in law or regulation. 

 

Intelliworks supports thousands of law firm users across England and Wales, who use our Private Client workflows to increase efficiency and productivity. 

 

Ochresoft is a member of the Institute of Customer Service, signalling our commitment to service excellence. We are ISO27001 and ISO9001 accredited, underlining our dedication to quality processes, information security and customer care. Ochresoft was Highly Commended for the ‘Legal Supplier of The Year’ award at the 2022 British Wills & Probate Awards. 

 

Ochresoft is proud to support the Modern Law Private Client Awards. 

 

www.ochresoft.com 

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The Institute of Legacy Management (ILM)

Kindly sponsoring the Awards Programme

The Institute of Legacy Management (ILM) is a not-for-profit membership organisation offering specialised training and support to legacy professionals within the charity and not-for-profit sectors across the UK. 

 

Each year, ILM members manage around £3 billion of legacy income – gifts left to charity by individuals in their wills – helping ensure the last wishes of an individual are fulfilled as they intended.

 

The organisation has more than 700 members, representing some 400 charities – both large and small – as well as not-for-profit organisations and associated professions. Many members are former private client practitioners who bring with them a great deal of experience within the legal sector.

 

The ILM’s overall remit is to promote best practice and ensure every donor’s charitable legacy reaches its intended beneficiary. To help achieve this goal, ILM provides training courses, mentoring, access to a knowledge bank of experts, and a comprehensive support network. 

 

It also works with corporate partners from across the legal profession, including solicitors and probate professionals, will writers, consultants and technology companies.

 

Recognised as an influencer and voice within the legacy sector, the ILM holds regular dialogue with other stakeholders, including the Law Commission and HMCTS, to ensure member views are put forward on topical issues and legislative changes.

 

www.legacymanagement.org.uk

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Legado Technologies

Kindly sponsoring the Best Innovation Award

Legado is an Edinburgh based technology company making client interactions more secure, efficient, and personalised. Legado’s technology serves both the legal and financial services sectors, where the platform powers client interactions for leading global institutions and the some of the UK’s largest Law firms.

 

Legado’s legal platform provides Law Firms with a digital experience for clients to interact and exchange documentation with their solicitor in a highly secure and personalised way – increasing client engagement, capturing efficiencies for fee-earners, and modernising the firm’s services for the next generation of private clients.

 

Private client practices can make platform their own, with full white-labelling and a modular feature set including document upload/exchange, document requesting, embedded e-signing, digital document drafting, 2-way omni-channel notifications, and so much more.

 

There are also configurable workflows available, such as an end-to-end probate journey for PRs/Beneficiaries, automated client re-engagement prompts to either the client or the solicitor. Legado has existing integrations with leading practice management systems ensuring that your solicitors’ workflows are streamlined in every interaction.

 

Business - Legado (joinlegado.com)

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Review Solicitors 

Kindly sponsoring the Outstanding Achievement Award

ReviewSolicitors is dedicated exclusively to the legal world, ensuring potential clients can access genuine and verified reviews about law firms along with insights into performance, success rates, availability and other vital factors important for clients to understand at the early stage of their client journey. ReviewSolicitors is committed to transparency and authenticity. Annually, over 8 million clients turn to ReviewSolicitors. 
Here, potential clients can delve into unbiased reviews penned by genuine former clients, encompassing all SRA-registered law firms. 

 

These reviews shed light on individuals' positive and negative experiences with law firms. This first-hand knowledge equips potential clients with a clearer understanding of what they can expect when engaging with a particular firm. Firms can improve their reputation using ReviewSolicitors to collect client feedback more efficiently. Our streamlined process benefits firms looking to establish a trustworthy and professional image.


Contact Us:

Ready to take your law firm to new heights? Connect with us today to get started:

Name: Adam Hall
Website: www.reviewsolicitors.co.uk
Phone: 0330 320 5053 
Email: adam.hall@reviewsolicitors.com

Learn why over 4,000 firms trust us. 

 

Rate and Review any UK Solicitor with ReviewSolicitors

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Finders International 

Kindly sponsoring the Private Client Team - Wills and Probate (1-15 Employees) Award 

Finders International is an award-winning Probate Genealogy company that traces heirs to estates, property and assets worldwide. Founded in 1997, we are one of the largest firms with over 140 staff, offices in the UK, Ireland and Australia as well as a global network. We possess a wealth of knowledge and expertise in verifying and locating missing heirs; ensuring that intestate Estates can be distributed correctly. Our range of additional estate administration services focuses on due diligence and mitigating risk for our clients. These services include overseas bankruptcy searches, missing documents, missing Will searches and asset searches, which all enable the correct distribution of estate funds. In the last 12 months alone, we have located 11,000 heirs across 66 countries. Our Case Managers and researchers across our offices work daily in collaboration, enabling speed and accuracy of service for our clients. This year, we received the Feefo Gold Trusted Service award with an average of 4.7/5, ensuring clients that we are a tried and reliable service.  If you would like to find out more about our services or have a case to refer, contact us at quotes@findersinternational.co.uk or phone 0207 490 4935.

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Legal- Eye Ltd

Kindly sponsoring the Wine, Menu and Table Plan

Legal Eye works with law firms to ensure compliance and optimise performance. Our extensive and thorough knowledge of the law and regulations will help you to create and implement robust and practical risk and compliance processes and policies. Our advice is clear and practical and our clients tell us that we deliver exceptional customer service and unbeatable work quality. Services include:

 

  • Specialist expertise and advice across the full range of regulatory, risk and compliance issues to inform your internal decision making

  • File reviews

  • Online AML training for staff and fee earners

  • On-site in-person AML for staff and / or fee earners – standard course

  • On-site in-person AML for staff and / or fee earners – bespoke course

  • Enhanced AML training – for those with specific AML responsibilities such as MLROs

  • An online risk hub –  a comprehensive bank of resources to help you to manage risk 

  • Drafting and review of policies and procedures

  • Complaints handling service

  • Gap analysis of your firm’s policies, processes and procedures. (Various levels of detail available according to need)

  • One-off projects such as achieving quality accreditations or switching regulators

  • Online training from The Legal Eye Academy – core modules available to all staff at their convenience 

  • One-to-one coaching from our experienced associates matched to your requirements.

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