Lasting Power of Attorney work is important, detailed and sensitive. Firms need to capture clear instructions, prepare documents accurately, manage client review, and keep each matter moving without relying on repeated typing or disconnected notes.
The Legal Shop helps law firms develop practical LPA workflows inside the case management systems they already use, including Access Legal Case Management. The aim is not to replace legal advice, legal judgment, capacity assessment, or solicitor/client review. It is to support the legal process with clearer screens, structured data capture, guided steps and document automation.
A more consistent way to manage LPA matters
An LPA workflow can help private client teams collect the right information in a structured way, reduce duplicated administration, and produce matter documents from the data already held on the file.
- Guided screens for donor, attorney, replacement attorney and certificate provider details
- Structured capture of preferences, instructions and key client information
- Workflow steps for client care, identity checks, capacity considerations, review and signing
- Automated letters, attendance notes, checklists and matter documents
- Consistent prompts for information that is often missed or retyped
- Better use of the firm’s existing case management system rather than a separate tool
Built around the way your firm works
Every private client team has its own approach to taking instructions, reviewing documents and managing client contact. The Legal Shop can help turn that approach into a practical workflow, with screens, data fields, document templates and process stages that fit the way your team already works.
This can be particularly useful for firms that already have a case management system but are not getting enough value from it. A well-designed LPA workflow can make the system more useful for fee earners, support staff and managers without forcing the team into a completely separate process.
Support for legal review, not a substitute for it
LPA work still requires proper legal advice, careful capacity consideration, client review and professional judgment. A workflow should support those responsibilities by making the process clearer, more consistent and easier to manage.
The Legal Shop can help your firm build practical workflow tools for LPA matters, including data capture, document automation, matter screens, checklists and process improvements within your case management system.
Speak to The Legal Shop
If your private client team handles LPA matters and wants to make better use of its case management system, The Legal Shop can help you review the process and develop a more consistent workflow.
Email: legalshop@outlook.com