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LEAP Estates has released its 2026 Private Client Industry Report, providing detailed insight into wills and estate planning trends across England and Wales. The report draws on aggregated, anonymised data from the LEAP, LEAP Estates and Willsuite platforms, offering a large-scale, data-led view of private client legal activity during the 2025 reporting year.

There’s a lot of dramatic commentary about AI “coming for” creative teams. In legal marketing, where everyone is already stretched, it’s easy to see why that narrative sticks. But I don’t think AI is the real threat. Mediocrity is.

For most law firms, CRM is a necessary operational expense - a digital Rolodex for clients and prospects. But the UK’s top firms have realised a powerful shift: CRM isn’t a database; it’s a growth engine.

Most conveyancing journeys begin the same way. Someone has a question, they want a price, and they want it quickly. But this is where many firms lose momentum. A slow reply or unclear fees can send a potential client looking elsewhere before you even know they reached out.

Standardising workflows can unlock efficiency and consistency in mid-sized law firms, but only if it is done in a way that preserves professional judgement, innovation and client focus. This article explores how managing partners can streamline workflow process design while protecting the creativity that differentiates their firm.