Private Client

Dealing with Private Client work requires a keen eye for detail and a sensitive approach.

With Insight Legal’s Enterprise workflows, private law practitioners can work smarter and more efficiently, whilst still maintaining the care and attention needed when dealing with Wills, Probate and Powers of Attorney.

Private Client work can vary hugely in its complexity, from a straightforward Will to an intricate Power of Attorney.

We understand that many Private Client cases are not just about managing your own case and financial responsibilities, but the complexities of the Client’s estate too. Firms can maximise efficiencies by using Insight Legal’s sophisticated legal accounting functionality alongside your Enterprise workflows.

Client needs

We understand the care, attention and sensitivity required in managing Private Client cases. We also know that in the increasingly competitive marketplace and with many cases being dealt with by fixed fees, working efficiently is of the utmost importance.

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Insight Legal’s Enterprise workflows enable you to perfect that balance. 


Insight Legal’s Enterprise workflow solution provides the use of comprehensive and supportive workflow processes to guide you to the next steps, to collate and share information, and to automate actions where appropriate. However, we know that just as important as automating actions that don’t need your attention, is the requirement to personalise those that do.


Your clients expect the utmost in care and guidance, particularly when dealing with sensitive issues such as probate. Your Insight Legal Enterprise workflow ensures consistency of process, ultimate management of dates and deadlines, organised correspondence and effective financial management, all in one simple system.


Our Enterprise workflows for Wills, Probate, and Powers of Attorney are available out of the box but are also entirely customisable. As well as already defined workflow processes, firms have the ability to add, amend and remove steps, add or remove document templates and precedents, as well as changing timelines and escalations.


Our integration with leading legal forms provider FormEvo also gives you access to a large online library of legal forms which are constantly being updated to the latest compliance standards, including of course the all-important IHT forms. Enterprise for Private Client integration will have you covered for a range of different case scenarios.

Our Enterprise solution incorporates the award-winning legal accounting functionality of Insight Legal to manage the full client financial ledger. Alongside our case management workflows, document management and an Excel template for managing Estate Accounts, your firm will reap the benefits of managing your Private Client cases in one place. 



data migration

Data Migration

For a practice choosing a new system, it is imperative that data from the old system can be brought forward to the new one. We are experts in data migration from over 40 different systems.

Project Management

Insight Legal is an award-winning software solution, supported by a dedicated team of people on hand to work alongside you to plan a bespoke transition according to your exact needs.


Our Training is designed around the needs of your people and practice. Training doesn’t stop after the implementation phase – it’s available whenever and wherever you need it.

Platform and Deployment

Firms can choose between storing data entirely on premise, in the cloud or a mixture of both. This combination of apps and flexible deployment means users have a responsive, easy to use system.


Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.


Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.


Please call our support line on
01252 518939.
Office hours are Mon – Fri, 9am – 5.30pm


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