Why Solicitors Are Choosing Simple Probate: Less Admin, More Capacity, Happier Clients

In probate practice, time is your most valuable asset. Yet many solicitors spend too much of it buried in admin, Excel trackers, and client follow-ups—when they could be advising families, closing cases, and growing their business.

Simple Probate changes that.

We’re not just another platform to learn. We’re a probate-specific, automation-driven solution that removes friction from your workflow—giving you time back, improving accuracy, and increasing your case-handling capacity without hiring more staff.

1. More Time to Focus on Legal Work

Simple Probate eliminates the repetitive admin that clogs up your day. Our SA2 automation engine handles asset capture, document collation, form tracking, and client reminders—so you can focus on estate planning, client conversations, and file closure.

Case Study: A solo practitioner in the west of Ireland doubled their probate case volume without hiring any additional staff. By automating manual tasks with Simple Probate, they shifted their focus to client work and faster file closure—leading to a significant revenue boost within six months.

2. Built-In AI Oversight That Thinks Ahead

Catch issues before they cause delays.

Our AI-powered case review tool scans your files like an expert assistant—summarizing complex cases, identifying red flags, and checking for missing or incomplete data. You get instant insights and fewer surprises at the end of a file.

Benefit: Spend less time checking forms and second-guessing what’s been missed—and more time moving cases forward with confidence.

3. Get Started in Minutes, Not Weeks

No setup. No training. No problem.

You don’t need to learn a new system or rewire your firm. Simple Probate is intuitive, built for Irish practitioners, and ready to go from day one. You can start using it within the hour—with no IT help or configuration needed.

4. All Your Data, All in One Place

Stop chasing spreadsheets and emails.

No more piecing together information from paper folders, email threads, or sticky notes. Simple Probate provides a centralised workspace where every asset, valuation, executor detail, and key document is stored and updated in real time.

Whether it’s a solicitor, legal executive, or admin your team can input and update case data directly, with clear task tracking and visibility.

And when you want to involve the family, our secure client portal lets them upload their own documents and information (like death certs, bank details, and ID) — saving 2–6 hours per case and reducing follow-up calls.

Benefit: No more bottlenecks. Everyone sees what’s needed, what’s complete, and what’s next.

5. No Risk of Things Falling Through the Cracks

Stay on track—even if someone’s out sick.

Probate cases are often complex and long-running. If a team member is away, the work shouldn’t stop. With Simple Probate, every case has built-in checklists, progress visibility, and a shared record—so no details are lost and nothing gets missed.

Think of us as your digital admin assistant—working 24/7.

6. Clients Notice the Difference

Faster results and fewer follow-ups.

Today’s clients want real-time updates and easy interactions. Simple Probate delivers that by giving them:

• A secure upload portal

• Mobile-friendly access

• Case status visibility

• Faster estate closure

The result? Less frustration, more trust, and better reviews.

7. Pays for Itself After Just One File

Immediate ROI, no matter your firm size.

Whether you’re solo or scaling, Simple Probate creates instant savings—often covering its cost with the first case you run through the platform. That means better margins per file and less pressure on hiring.

8. Made for Probate, Not Just Law

Generic case management tools fall short when it comes to estate work. Simple Probate is tailored to the complexities of probate in Ireland, with built-in:

• AI summaries & red flag detection

• Executor & asset mapping

• Revenue form tracking

• Compliance-ready workflows

It’s everything you need, nothing you don’t.

Simple Probate: Run a Leaner, Smarter Probate Practice

Solicitors aren’t looking for more software. You’re looking for:

✅ More time

✅ More capacity

✅ Less admin

✅ Happier clients

✅ No added stress

That’s what we deliver—without changing how you work, hiring more staff, or adding new overhead.

Let’s talk. We’ll show you how firms like yours are reducing workload, increasing revenue, and delighting clients with Simple Probate — and you can try it free for 3 months to see the impact for yourself.