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.
SpineLegal Wills and Estate Lawyer

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.

SpineLegal Successful Lawyer

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.