Clancys Solicitors is a well-established solicitors and estate agents based within Edinburgh. The company has grown through recommendation and repeat business offering in-depth market knowledge, professionalism, and outstanding service.
Deborah McManus is a member of The Scottish Paralegal Association and an accredited paralegal at Clancys Solicitors. Deborah and her colleagues have been using Exizent for around two and a half years to automate the C1 form, as well as IHT400 forms.
Deborah explains: “We use Exizent for every executry matter. It’s the first step we take to add all the details into the system. As the matter progresses, information is automatically pulled through to the relevant forms.
“We also use Estatesearch to establish the full extent of assets within an estate. Once identified, this information is added to Exizent, and any updates are reflected across the relevant forms. It varies, but we typically process between 10–20 executory matters each year.
“I would say it saves us around an hour of administrative time per case, longer if IHT forms are required. Exizent ensures accuracy across all forms, and the time saved ultimately benefits our clients. It’s a great all-round system that integrates seamlessly with our existing case management system.
“Initially, I was provided with training on the Exizent platform, but it’s so straightforward and intuitive that only one session was needed to get up and running.
“Most of our clients are repeat customers who return to our firm time and again. Exizent and Estatesearch support us in delivering an even more professional service for our valued client base and their families. I would definitely recommend both Exizent and Estatesearch to other legal firms looking to professionalise their executry processes.”
For further information about Clancys Solicitors please see: https://www.clancys-solicitors.co.uk/
For further information about Exizent please see: https://www.exizent.com/
This article was submitted by Exizent as part of an advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
