Isokon Probate Review - why 5 stars?

Shlomi Lavi

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What is Isokon Probate?

Isokon is a legal case management software that helps law firms and legal professionals streamline estate administration. The software automates probate, and estate workflows, offering case management, tax calculations for inheritance and capital gains, and tools for executries, court of protection, and power of attorney. The company was established in 1999 and is based in London, England.

Isokon’s software is designed for legal professionals who specialize in private client work. The software is ideal for those who want to streamline their estate administration workflows and improve their productivity.

Here are some of the features of Isokon’s legal case management software:

1. Case Management Document Production: Isokon’s case management software includes a precedent library that provides the mechanism by which the precedents and data within the system are combined to produce a document that can be edited in your word processor. This feature supports the powerful accounts production feature. It enables you to produce both final and interim estate accounts.
2. Diary Events and Workflow Management: The events management function in Isokon enables you to record specific events. These can be associated with any given matter, client, or member of staff responsible for the event. Events may be created ad-hoc or via the chronology. Events may be viewed through a member of staff or date (overdue, due today, future). Reports may be generated on all events via a comprehensive search facility. The events facility enables you to create an event, each event can record the dates, priority, event title, description, member of staff, and sub-events. One event may contain many sub-events. Events may be viewed centrally or on a client-by-client basis. Events may also be linked to a specific matter allowing easy access to either the client or a specific matter.
3. Workflow and Document Production: An extensive and sophisticated user-definable workflow management system is provided as a standard feature of Isokon software. Events are generated for particular cases and for items within a case (e.g. asset disposal). Standard workflows are provided for a variety of typical matters and typical actions. Where actions involve document production, the software automatically inserts relevant client and case information into document templates. The user can therefore review and amend documents on the screen before printing.

Isokon’s legal case management software is designed to be both functional and user-friendly. The software is made from high-quality materials and is built to last.

In conclusion, Isokon is a legal case management software that helps law firms and legal professionals streamline estate administration. The software is designed for legal professionals who specialize in private client work. Isokon’s software is made from high-quality materials and is built to last. The company was established in 1999 in London, England.

Who is it best for?

Isokon is used by more than 200 law firms, including 16 Top100 firms, and is used by more than 2,000 probate practitioners. Some of the law firms that use Isokon for probate and private client work include Green Wright Chalton Annis, Birketts, and Wilsons Solicitors LLP.

Main features and functionalities

Here is how Isokon can enhance your business operations:

1. Efficient Workflow Management: Isokon sophisticated and user-definable workflow management system allows you to optimize and automate your business processes. From standard workflows for typical matters to customizable actions, the software ensures that tasks are organized and executed seamlessly. This efficiency translates into time savings and increased productivity for your business.

2. Automated Document Production: The case management software includes a precedent library that simplifies document production. By automating the creation of documents, such as final and interim estate accounts, Isokon not only reduces the risk of errors but also accelerates the document generation process. This feature enhances the overall efficiency of your business, allowing you to focus on providing high-quality legal services.

3. Diary Events and Task Management: With Isokon, you can stay on top of important events and tasks related to your clients and matters. The events management function enables you to record, track, and manage specific events, associating them with clients, matters, or responsible staff members. The diary events and task management features facilitate proactive planning, ensuring that critical deadlines are met and client expectations are exceeded.

4. Enhanced Client Communication: Isokon client-centric approach extends to communication. The software enables you to provide transparent and timely updates to your clients by linking events to specific matters. This transparency fosters trust and strengthens client relationships, making it easier for your business to navigate the often complex and sensitive nature of estate administration.

5. Comprehensive Tax Calculations: The software capability for tax calculations related to inheritance and capital gains adds a valuable dimension to your services. By automating these calculations, Isokon not only reduces the risk of errors but also ensures that your clients receive accurate and compliant financial information. This feature adds a layer of professionalism to your business, enhancing your reputation and client satisfaction.

6. User-Friendly Interface: Isokon commitment to creating user-friendly software ensures that your team can easily adapt to and maximize the platform features. The intuitive design reduces the learning curve, allowing your business to quickly integrate the software into daily operations without significant disruptions.

7. Reliable and Durable Software: Isokon legal case management software is built to last, offering reliability and durability. This means you can depend on the platform for the long term, providing stability to your business operations.

What is the actual cost?

Pros

• Comprehensive Estate Solutions: Isokon stands out with its all-encompassing approach to estate administration, offering a comprehensive suite of features such as case management, tax calculations, and document production, providing a one-stop solution for legal professionals.
• User-Friendly Interface: Isokon excels in user-friendliness, ensuring that legal professionals can quickly adapt to the software. The intuitive design enhances efficiency, allowing users to navigate and utilize its robust features seamlessly.
• Client-Centric Communication: Isokon emphasis on client communication sets it apart. The software facilitates transparent updates to clients by linking events to specific matters, fostering trust and strengthening client relationships in the sensitive realm of estate administration.

Cons

• Limited Industry Presence: Isokon, compared to some competitors, may have a more limited industry presence, potentially resulting in fewer integrations or third-party support compared to larger, more established players in the legal case management software market.
• Scale of Vendor: While Isokon is a reputable player, its medium-sized status might be a consideration for larger firms or enterprises seeking a legal case management solution. Larger competitors may offer more extensive resources and support tailored to the needs of sizable legal practices.

How it stacks up?

Frequently Asked Questions (FAQs)