The Legal Shop helps law firms using Access Legal Case Management improve private client workflows by building practical, guided drafting processes inside the system they already use. As an ALCM Developer for Law Firms, we can help turn your existing precedents and processes into clearer, more consistent workflows.
Our Will Builder workflow is designed to support private client teams with structured data capture, controlled clause selection and automated Will document production. It helps fee earners and support staff follow a more consistent process from initial instructions through to Will generation, execution and storage.
The aim is not to remove professional judgment. It is to reduce duplicated administration, improve consistency and make better use of Access Legal Case Management as a workflow and document production platform.
A Guided Workflow Inside Access Legal Case Management
The Will Builder workflow is built around the way private client teams actually work. It can sit within a staged workflow covering file opening, initial appointment, Will generation and review, execution, and storage or archive.
Users are guided through the information and choices needed for the Will. The workflow can then use that information to drive clause selection and generate the appropriate Word document.
What the Will Builder Can Support
- Structured Will instruction capture.
- Revocation and attestation options.
- Funeral wishes and burial or cremation instructions.
- Executor and substitute executor appointments.
- Guardian appointments.
- Pecuniary legacies and specific legacies.
- Personal chattels provisions.
- Residuary gift options.
- Disaster clause options.
- Automated Word document generation from selected options.
Why This Matters
Many private client teams already have capable case management systems, but Will drafting can still involve repeated typing, manual clause selection, duplicated data entry and inconsistent drafting habits between users.
A guided Will workflow can help make the drafting process more controlled and repeatable. It can also help firms capture key information once and reuse it throughout the workflow and generated document.
- Reduce duplicated administration.
- Improve consistency across fee earners and support staff.
- Support clause selection through structured options.
- Make better use of data already captured on the matter.
- Generate draft Will documents more efficiently.
- Build a workflow that reflects your firm’s own precedents and drafting approach.
Designed Around Your Firm’s Precedents
The workflow can be tailored around your firm’s own Will precedents, clause wording and preferred approach. The value comes from combining legal drafting experience with practical Access Legal Case Management configuration.
This means the workflow can support the way your team wants to work, rather than forcing users into a generic drafting process.
Who This Is For
This workflow is suitable for law firms using Access Legal Case Management who want to improve private client work, Will drafting, document production and staff adoption of the case management system.
It may be particularly useful where a firm wants to move away from standalone Word precedents, repeated manual editing or inconsistent drafting processes.
Next Steps
If your firm uses Access Legal Case Management and wants to improve Will drafting workflow, we can help you review your current process and identify how a guided Will Builder workflow could support your private client team.
Contact Jason Cowley on legalshop@outlook.com or call 07717 071649 for a free initial discussion.