Exizent case study: Frank Brazell & Partners reaps a host of unexpected benefits from using legal tech
How this Wills & Probate Solicitor adopted legal tech to simplify his processes and reaped a host of unexpected benefits
Frank Brazell & Partners, specialists in legal services, formed in 2002 in Islington, North London. Their aim has always been to offer expert, efficient, cost-effective and personal services to all of their clients across a wide range of legal matters including Property law, Dispute Resolution, Criminal Defence & Motoring Matters and of course, Probate, Wills & Trusts.
Simon Levy is one of two solicitors who manage the company’s Probate, Wills & Trust cases. Having been at the company since it formed Simon brings with him a wealth of knowledge and experience. But it wasn’t until recently, as they continued to increase case numbers in his department, that he evaluated the way he conducts his work and wondered if there was a better way.
Uncovering an easier way to tackle probate cases
Having previously managed all of his probate case by hand, Simon took on each laborious task manually. From locating all of a deceased’s assets and filling in a multitude of forms, to communicating with a number of key stakeholders using different communication modes, and most importantly consoling and supporting the grieving notifier.
It’s true that the tasks required by the solicitor to get a case to resolution are seemingly endless – part of the reason why the process can often extend to 5 months or more. But why after 8 years of dealing with probate cases using the same methods, and over 20 years as a solicitor, did Simon feel the need to change? His processes worked for him, and his clients were happy with his delivery.
“I’ve never used a software platform before. I’ve always done everything manually; filled in the forms by hand, completed my own accounts etc., but it’s always incredibly laborious.’
“I came across some Exizent marketing that I thought looked and sounded quite interesting. So, I requested a demo with their Sales Team, and everything went from there.”
Simon’s curiosity for the future of probate and finding more efficient ways of working captivated him to request a demo of the Exizent platform. He had worked in silo for so many years that he didn’t realise there was a better way of doing things.
Click here to learn about the benefits Frank Brazell and Partners are gaining now from adopting legal tech within their probate processes – from cutting down costs, to speeding up their case resolution and ensuring more satisfied customers.
To see how Exizent can support your probate work, arrange a free demo of the platform.
