The Complete Wills, Estate and Probate Software

  • Say goodbye to disjointed tools and manual paperwork—say hello to streamlined estate administration, timely filings, and full compliance.
  • Built for Probate Workflows & Key Date Tracking: Manage wills, estate distribution, probate applications, and inheritance matters with guided workflows and automated task reminders.
  • Automated Document Generation & Form Filing: Quickly generate wills, grant applications, estate accounts, and letters to beneficiaries using smart templates that auto-fill from case data.
  • Client Portal for Secure Communication & Updates: Keep executors, beneficiaries, and family members informed with a secure portal for case updates, document sharing, and messaging.
  • Integrated Legal Accounting for Estate Funds & SRA Compliance: Track estate assets, disbursements, and executor fees with full transparency, VAT handling, and SRA-compliant accounting.

Simplifying Wills, Estates and Probate Matters with Integrated, Client-Centric Features

Manage wills, estates, and probate matters with confidence—SpineLegal automates key date tracking, document generation, and estate administration workflows. Deliver a seamless client experience with secure case management and transparent communication every step of the way.

5 Key Challenges in Today’s Conveyancing Practice — Solved

  • Delays in Managing Critical Dates & Deadlines Automated task and date tracking ensures all probate steps—from death registration to final distribution—are monitored with reminders and linked calendars to keep cases on track
  • Time-Consuming Document Preparation Pre-configured templates auto-fill documents like PA1P, PA1A, wills, and executor letters—cutting prep time while improving consistency and compliance
  • Managing Estate Funds & Executor Accounting Integrated legal accounting tracks estate income, payments, VAT, and executor fees—ensuring transparency and SRA-compliant financial records
  • Limited Communication & Visibility for Executors & Beneficiaries A secure client portal provides real-time case updates, document exchange, and messaging—enhancing transparency and reducing email or phone traffic.
  • Fragmented Case Information & Poor Collaboration Centralised case management brings together all documents, notes, correspondence, and workflows in one platform—enabling clear collaboration and streamlined estate handling.

What are the key features in SpineLegal?

Workflow Automation

Customisable workflows for different case types ensure that every step—tasks, documents, deadlines—is completed consistently and efficiently.

Case & Matter Management

Centralised dashboard for managing all client matters, with built-in timelines, activity logs, and linked documents, correspondence, and compliance records

Deadline & Calendar Management

Track key court dates, regulatory deadlines, limitation periods, and appointments with built-in reminders and an integrated calendar system—reducing missed deadlines and improving case control

Document Generation

Auto-generate legal forms, letters, contracts, and filings using dynamic templates, pre-filled with case data—saving time and ensuring accuracy.

Integrated Legal Accounting

Manage billing, disbursements, trust accounting, VAT, and SRA-compliant reporting in one place—with support for fixed-fee, hourly, legal aid, or CFA billing models

Client Portal & Case Tracker

Secure, branded portal where clients can upload documents, view case status, sign forms, and communicate—enhancing transparency and reducing inbound queries.

Book a 30 min no obligation Demo!

Experience the power of legal automation and learn how it can transform your immigration processes.

Frequently Asked Questions

SpineLegal is an advanced legal case management system designed for law firms handling wills, estate planning, and probate cases. It simplifies document drafting, case tracking, and compliance management.

Yes, it includes ready-to-use templates for wills, power of attorney, trust deeds, and estate distribution plans.

It automates probate applications, tracks court filings, and manages estate administration efficiently.

Yes, SpineLegal automates the generation of probate applications, estate accounts, and legal notices.

The Complete Wills, Probate and Estate Software Solution

⦿  Streamlined Probate &

⦿  Estate Workflows

⦿  Faster Document Preparation

⦿  Never Miss a Critical Date

⦿  Improved Communication with Executors & Beneficiaries

⦿  Integrated Accounting & Estate Fund Management

⦿  Centralised, Secure Case Files

⦿  Real-Time Oversight & Compliance Reporting

 

SpineLegal transforms wills and probate practice into a more efficient, organised, and client-friendly experience—freeing your team to focus on what truly matters: serving families with clarity and care.

Immigration Law Software

SpineLegal immigration law software is a specialised software designed to assist immigration lawyers with managing their caseloads, including various immigration cases, and related documents. The software is suitable for a wide range of practice areas, including immigration law solicitors and immigration law specialists.

It offers features such as case management, document automation, electronic filing, invoicing, accounting and compliance tracking, and helps manage every type of immigration matter, including visa applications.

The software streamlines the management of forms, immigration forms, and legal forms, making it easier to handle documentation efficiently.

It also supports efficient client onboarding, starting from the first contact and capturing key information securely.

Additionally, the software ensures the protection and organization of the firm’s data.

 


How is Immigration Software designed?

SpineLegal immigration law software is designed to manage client records, billing and bookkeeping, as well as tracking billable hours and billable time, accounting, schedules and appointments. The software includes time recording features to ensure accurate billing and compensation for every minute worked. You can stay ahead of the case processing with efficient and legally compliant SpineLegal immigration software. Just imagine how easy it will be to maintain all your case records in one place with accurate billing information and to be on top of all the key stages.

Make use of these features and many more to automate and run your law firm efficiently:

Collaboration Made Easy: SpineLegal Immigration Software for Remote Teams

 

SpineLegal understands the importance of remote teams in today’s modern workplace, and that’s why we offer immigration software specifically designed for them. Our platform allows for real-time collaboration from anywhere in the world, ensuring that your team is always on the same page. With secure document sharing and task assignment features, you can streamline your workflow and track progress efficiently. Whether you’re working from the office or from home, our easy-to-use software is here to help you and your team succeed. Choose SpineLegal for a seamless remote work experience.

Automating Your Immigration Practice with SpineLegal Immigration Software

 

SpineLegal’s immigration software is the perfect solution for automating your immigration practice. With a range of automation tools, our software can help you streamline your workflow and increase efficiency. Our software automates routine tasks such as data entry and document generation, freeing up your time to focus on more important matters. Additionally, our software automates your billing and invoicing process, ensuring that you get paid on time and your clients are satisfied. By automating your practice with SpineLegal’s immigration software, you can save time and money while providing high-quality service to your clients.

How SpineLegal immigration software Can Help You Serve Clients More Effectively

 

SpineLegal’s immigration software is a powerful tool that can help you streamline your client management process and provide better service. Our software allows you to easily organize and access your client’s personal information, case details, and documents. You can also track their progress and communicate with them directly through our platform. Additionally, our software automates your billing and invoicing process, freeing up your time to focus on serving your clients. With SpineLegal’s immigration software, you can increase your efficiency and profitability while providing your clients with the highest level of service.

 

Top Features to Look for in Immigration Software

 

If you’re an immigration lawyer looking for software to help manage your practice, there are a few key features to keep in mind. First and foremost, the software should be easy to use and have a clean, intuitive interface. It should also offer automation tools to help you work more efficiently. Robust case management capabilities are also important, as they allow you to keep track of client information and documents. Other features to consider include secure document sharing, real-time collaboration, and integrated billing and invoicing. SpineLegal’s immigration software offers all of these features and more, making it a top choice for immigration law firms.


Staying Up-to-Date with Immigration Laws: How Immigration Software Can Help

Keeping up with the latest immigration laws and regulations can be a daunting task, but with the help of immigration software, it can be made easier. SpineLegal’s immigration software is designed to keep you up-to-date with the latest changes and updates in immigration laws. Our software is regularly updated to ensure that you have access to the most current information available. We also offer tools that allow you to track changes to immigration laws and regulations, so you can stay informed and provide your clients with the most accurate advice. Additionally, our software includes integrated research tools, making it easy to find the information you need. With SpineLegal’s immigration software, you can stay ahead of the game and provide your clients with the best possible service.

 

Security and Compliance: Protecting Sensitive Immigration Data

In the world of immigration law, safeguarding sensitive client information is not just a best practice—it’s a necessity. Immigration law firms, solicitors, and legal professionals routinely handle confidential data, making robust security and full compliance with regulations a top priority when choosing immigration case management software.

A reliable immigration software solution should offer advanced security features, including data encryption, secure servers, and granular access controls. These measures ensure that only authorized users can access critical information, protecting your firm’s data from unauthorized access or breaches. For immigration lawyers and law firms, compliance with regulations such as the General Data Protection Regulation (GDPR) and the Data Protection Act is essential. The right case management software will help your firm stay up to date with these requirements, reducing the risk of costly compliance issues.

For those involved in legal aid work, it’s crucial that your immigration case management software is designed to meet the specific standards set by the Legal Aid Agency. This includes secure handling of all the forms and documents required for legal aid cases, as well as maintaining accurate records for audits and reporting.

To further streamline internal processes and reduce manual data entry, leading immigration software integrates seamlessly with tools like Microsoft Word. This allows for automated document production and sharing, saving valuable time and minimizing the risk of errors. A secure client portal is another key feature, enabling law firms to share documents and communicate with clients efficiently, while maintaining the highest standards of data security and confidentiality.

Practice management software tailored for immigration law should also provide customizable features such as automated workflows, custom fields, and task lists. These tools help law firms manage matters more efficiently, track key dates and deadlines, and ensure that nothing falls through the cracks. By automating routine tasks and centralizing case information, your team can focus on delivering high-quality legal services rather than getting bogged down in manual tasks.

Ongoing support and training are vital to ensure your firm is making the most of its immigration case management software and staying current with the latest developments in immigration law and technology. With the right software in place, law firms can reduce errors, improve efficiency, and save valuable time—allowing you to focus on what matters most: serving your clients and growing your immigration law practice.

Ultimately, investing in comprehensive, secure, and compliant immigration case management software empowers your firm to manage immigration matters with confidence, streamline internal processes, and deliver exceptional results for your clients.