When Hughes Parry Solicitors underwent a firm reorganisation, Director Tim Wilson took on the responsibility for probate work across the firm. With a background in Divorce and Family work, Tim needed a simple solution to track all his new probate cases and turned to Exizent to help improve the visibility and accuracy of his clients’ cases, as well as the speed taken to solve them.
How Hughes Parry Solicitors are growing their probate function with Exizent technology
Established in 1996, Hughes Parry Solicitors comprises of a team of specialists serving the people and businesses of North Wales and beyond. They offer most types of legal services but specialise in divorce and family, conveyancing/property, powers of attorney, advising the elderly and wills and probate.
Since June 2021, Solicitor and Director Tim Wilson took on the responsibility for Probate cases across the firm and needed a good way of keeping tabs of all the cases and their particulars. His research led to the realisation that many lawyers to date use excel spreadsheets to manage all the details within a probate case – a laborious and sometimes inaccurate method.
‘I contacted a number of probate practitioners who all said they just used spreadsheets. They input all their client data into separate spreadsheets and manage them that way. However, one recommended a demo of Exizent’s platform so I contacted Exizent and, upon learning about the platform, thought ‘this could be really useful – a simple, visible tool to stay on top of client work’
Tim approached Exizent with the hope of attaining a foolproof system to capture all the information necessary to manage and solve his client’s cases. He wanted a simpler, more visible way to see the information they had about a case, if any information was missing etc., that didn’t require him to set up numerous excel formulas or cipher through a multitude of excel spreadsheets.
Tim was, from the off, impressed with the Exizent dashboard, where he could see all his cases in one place, and click into each individual case to see tiles showing the different assets.
‘I needed a system which wasn’t just working off spreadsheets and when I saw the Exizent system and the tiles which showed, for example, that a client has one property, two motor vehicles, three bank accounts etc., I thought this was a good way of capturing, maintaining and not losing any information.’
Working with the platform
While Hughes Parry originally chose the Exizent platform to capture client data and easily see cases and assets in one place, they’re now reaping a number of benefits from the software.
Read about these benefits by downloading the full case study.
If you would like to learn more about Exizent’s innovative platform and how it can benefit the bereavement process, get in touch today.