Softomate builds custom wills and probate software for UK SRA-regulated solicitors and STEP-qualified practitioners. Every build covers STEP-compliant probate workflow, AML and source-of-funds checks, vulnerable client safeguarding under the Mental Capacity Act 2005, will storage with version control, and a full SRA audit trail - structured around the specific evidence requirements your practice faces. Integrates with LEAP, Clio and ProClaim or runs standalone. Fixed price agreed after discovery.
Last updated: June 2026
LEAP, Clio and ProClaim are built for general civil practice. They fail at STEP-compliant probate stages, Mental Capacity Act 2005 vulnerable-client workflow, and decades-spanning will storage with version control - the three workflows that define wills and probate as a distinct practice area. SRA audits and STEP membership renewal both require structured per-matter evidence that generic platforms cannot produce without painful manual reconstruction.
01. Key Benefits
Per-matter evidence trails covering capacity assessments, AML checks, fee billing, conflict checks and supervision sign-offs export as inspection-ready packs in under five minutes. SRA audit teams and STEP membership renewal reviewers get structured evidence immediately rather than hours of manual reconstruction from a generic case management platform.
The probate lifecycle advances through 7-12 structured stages with statutory and STEP-recommended deadlines tracked automatically at each stage. Asset valuation, IHT400/IHT205 preparation, grant application, beneficiary distribution and estate accounts each have reminder workflows. Fee-earners managing 20-80 concurrent matters gain reliable statutory compliance without spreadsheet tracking.
Every new client matter triggers a Mental Capacity Act 2005 capacity assessment prompt. Vulnerability flags activate extended file-review intervals, named-supervisor sign-off and additional audit trail per matter. The SRA Code of Conduct compliance framework is built into the workflow, not retrofitted. Practices gain defensible records for the Office of the Public Guardian without manual log maintenance.
AML and source-of-funds verification is built into matter onboarding with Credas, SmartSearch or Onfido integration. The SRA risk-rating framework applies automatically, Enhanced Due Diligence triggers for PEPs and complex estate structures, and every check produces a timestamped audit log retained for the statutory five-year minimum. AML evidence for SRA inspection is available per matter in seconds, not hours.
Secure digital will storage with physical-location tracking for paper originals and full version control. The deceased-client lookup workflow manages the common probate scenario where a will was drafted years before probate is instructed. Every retrieval event carries named-solicitor accountability. Will revisions, codicils and superseded versions are retained with SRA-compliant access rules.
Keep your existing platform for accounts and general matter records while Softomate adds a wills-and-probate-specific workflow layer on top. Or migrate fully - the choice is yours after discovery. Live API integrations with LEAP Foundations, Clio Manage and ProClaim cover matter data sync, client records and document management without double-keying across systems.
02. What We Build
Structured probate lifecycle through 7-12 stages with statutory deadlines at each. Asset valuation, IHT400/IHT205 preparation tracking, Probate Registry grant application, beneficiary distribution workflow and final estate accounts are all built in. Fee-earners and supervisors see matter progress on a single screen, with overdue actions flagged before SRA or STEP compliance issues arise. Concurrent matter loads of 20-80 per fee-earner are handled without spreadsheet tracking.
Structured will drafting workflow with template library, clause management and version control. Secure digital storage plus physical-location tracking for paper originals. The deceased-client lookup workflow manages retrieval when probate is instructed years after the will was drafted. Every retrieval event carries named-solicitor accountability. SRA-compliant access rules and full revision history are built in from day one.
Mental Capacity Act 2005 compliant assessment workflow built into every client matter. Vulnerability flags trigger extended review intervals, named-supervisor sign-off requirements and additional audit trail. The framework aligns with the SRA Code of Conduct and the Office of the Public Guardian inspection requirements for deputyship matters. Practices gain defensible records without manual log maintenance between assessments.
AML and source-of-funds verification is integrated into matter onboarding through Credas, SmartSearch or Onfido. The SRA risk-rating framework applies per client category, with Enhanced Due Diligence triggered for PEPs, complex estate structures and non-UK assets. Every check produces a timestamped audit log retained for the statutory five-year minimum. Evidence for SRA inspection is exportable per matter in seconds.
Beneficiary records with contact history, distribution tracking and executor coordination workflow. Estate accounts generation with HMRC-compliant formatting. The beneficiary portal option reduces inbound executor calls during long-running probate matters by giving named beneficiaries and executors a structured view of matter progress, document requests and fee status without them needing to contact the fee-earner directly.
03. Technical Features
Named-solicitor access rules, role-based permissions and immutable audit trails protect matter records across all fee-earners. Every retrieval, edit and supervision sign-off is timestamped and exportable for SRA inspection without manual reconstruction.
STEP-recommended and statutory deadlines are baked into the matter workflow, not tracked separately. Automated reminders fire at calibrated intervals before each deadline across asset valuation, IHT preparation, grant application and beneficiary distribution.
Live API integrations with LEAP Foundations, Clio Manage and ProClaim cover matter data sync, client records and document management. Overlay or full-replacement architecture agreed during discovery based on your practice's existing infrastructure.
Credas, SmartSearch or Onfido integrations apply the SRA risk-rating framework at matter onboarding. Enhanced Due Diligence triggers for PEPs and complex estates. Five-year audit log retention is built in with export formatted for SRA inspection evidence.
All data hosted on AWS UK regions. UK GDPR-compliant Data Processing Agreements signed. Retention schedules, deletion rules and subject access request workflows are built into the system and reviewed with your Data Protection Officer during delivery.
Matter-load dashboards, fee pipeline reports and overdue-action summaries give partners a real-time view across the full practice. STEP competence framework evidence exports support membership renewal. Fee-earner utilisation tracking covers chargeable time per matter.
05. Process
Softomate maps your practice workflow, compliance obligations and integration requirements before writing a line of code. Senior consultants who understand SRA and STEP frameworks run every engagement from discovery through post-launch support. Delivery is in short phases with working demos at each stage so you see real functionality, not a status report.
Discovery maps your practice workflow, matter volume, fee-earner count, integration requirements and compliance obligations. Softomate senior consultants with SRA and STEP knowledge run workshops with your partners, fee-earners and IT contacts. Discovery produces a requirements brief, workflow map, integration inventory and compliance review covering AML, UK GDPR and SRA Code of Conduct requirements. Typical duration is five to seven working days before scope sign-off.
Planning produces a fixed-price scoping document, phased delivery roadmap, data model diagram and written acceptance criteria for all SRA, STEP and UK GDPR requirements. Softomate solution architects confirm the integration architecture with LEAP, Clio or ProClaim contacts and agree phasing to minimise disruption to active matters. Fixed price and timeline are committed in writing before any build work begins.
Design produces fee-earner-facing UI wireframes, the probate stage workflow map, will storage architecture and the AML/vulnerable-client workflow logic. Softomate UX designers and compliance leads work with your senior fee-earners to validate that the designed workflow matches real practice behaviour before build starts. You sign off the design before any development begins.
Build delivers working functionality in two-week sprints with a demo at the end of each sprint. You see real matter management, deadline tracking and audit trail functionality, not a slide deck. LEAP, Clio or ProClaim API integrations, AML verification workflows and the will storage architecture are all built and tested in staging before UAT. Typical build duration depends on scope and integration complexity agreed in planning.
Launch covers UAT sign-off with your fee-earners, SRA Code of Conduct compliance review, data migration from your existing system and go-live. Softomate provides 90-day post-launch hyper-care with same-day response on operational issues. Structured handover documentation, SRA audit-readiness guides and training materials are included. Ongoing support options (Bronze/Silver/Gold) are available after the hyper-care period.
07. Why Choose Us
Softomate senior consultants understand the SRA Code of Conduct, STEP standards, Mental Capacity Act 2005 obligations and OPG deputyship requirements. Discovery sessions are run by people who have already built for wills and probate, not generalist developers learning the compliance framework on your budget.
Softomate quotes a fixed price after a structured discovery session, not a ballpark estimate from a website form. Scope and price are committed in writing before development starts. There are no day-rate overruns, no scope creep invoices and no surprises at the end of a build that took three times longer than the opening estimate.
Softomate has delivered production integrations with LEAP Foundations, Clio Manage and ProClaim covering matter data sync, client records and document management. These are live systems running in UK practices, not demo integrations built in a sales call. Overlay or full-replacement architecture is agreed during discovery based on your infrastructure.
All client data is hosted on AWS UK regions. Softomate signs UK GDPR-compliant Data Processing Agreements and provides written privacy impact assessments as part of project deliverables. The delivery team is based in Stanmore, London. No offshore subcontracting. Named senior contact throughout every engagement.
Two-week build sprints each deliver a working demo of real functionality - matter management, deadline tracking, audit trail generation. You sign off each sprint before the next begins. This eliminates the risk of a months-long build that delivers something unusable at the end. Practice operations continue uninterrupted during delivery.
Every build includes 90 days of post-launch support with same-day response on operational issues. The same engineers who built the system maintain it. Structured handover documentation, SRA audit-readiness guides and fee-earner training materials are included with every delivery. Ongoing support retainers are available after the hyper-care period.
08. Use Cases
Bespoke wills and probate software delivers the greatest operational gains for practices running structured evidence requirements at scale - STEP-qualified private client departments, multi-fee-earner firms handling mixed will drafting and probate work, trust corporations and will writing companies with high matter volumes that generic platforms cannot service without manual workarounds.
Private client departments inside SRA-regulated solicitor firms gain structured STEP workflow, AML-compliant matter onboarding, vulnerable client safeguarding and SRA audit pack generation. Fee-earners managing 20-60 concurrent matters gain statutory deadline tracking without spreadsheets. Partners gain partner-level dashboards showing matter progress, overdue actions and fee pipeline across the full department.
Will writing companies handling hundreds of instructions per month gain structured will drafting workflow with template library, clause management, client onboarding, AML checks and digital will storage. The deceased-client lookup workflow manages the retrieval scenario that every will writing company faces when an instruction placed years ago returns as a probate matter.
Trust corporations acting as professional executors gain beneficiary management, estate accounts generation and the executor coordination workflow that manages multiple beneficiaries, solicitors and HMRC contacts across long-running complex estates. OPG deputyship inspection evidence exports on demand without manual matter reconstruction.
STEP membership renewal requires demonstrable competence frameworks and structured per-matter evidence. Bespoke software generates the evidence STEP renewal reviewers expect without time-consuming manual assembly from generic case management platforms. Practices that have previously struggled with STEP renewal gain inspection-ready evidence packs in minutes per matter.
Why Softomate
Senior consultants who understand SRA and STEP frameworks. Fixed price after discovery. Working demos at every sprint.
Delivery led by senior consultants who understand STEP workflow, SRA Code of Conduct obligations and Mental Capacity Act 2005 requirements. No generalist developers learning compliance on your project budget.
Scope and fixed price are agreed in writing after a structured discovery session. No day-rate overruns, no scope creep invoices, no surprises. Most practices receive their fixed-price scoping document within 48 hours of the discovery call.
Production integrations with LEAP Foundations, Clio Manage and ProClaim are running in UK practices daily. Overlay or full-replacement architecture agreed during discovery.
You see real matter management, deadline tracking and audit trail functionality at each sprint demo. Sign off before the next sprint begins. Practice operations continue during delivery.
All data in AWS UK regions. UK GDPR DPA signed. Delivery team in Stanmore, London. No offshore subcontracting. Named senior contact throughout.
All delivery claims from live UK wills and probate software projects. Client names anonymised per NDA.
Free 30-min scoping call
Talk to a senior consultant who understands SRA and STEP. Fixed price after discovery. No commitment, no sales pitch.
09. FAQs
Softomate quotes fixed prices after a structured discovery session. Cost depends on fee-earner count, matter volume, integration requirements (LEAP, Clio, ProClaim) and compliance obligations. Call to discuss your practice and we will produce a fixed-price scoping document within 48 hours.
Yes. The probate workflow is built around the STEP code of professional conduct and the standard probate lifecycle: initial instruction, asset valuation, IHT400/IHT205 preparation, grant application, asset collection, beneficiary distribution, estate accounts. The system tracks statutory and STEP-recommended deadlines at each stage, with structured evidence trails for the SRA and the Office of the Public Guardian where deputyship matters arise.
The system has structured vulnerable-client and mental-capacity workflow built in. Every new client matter triggers a capacity assessment prompt, with the assessment captured against the SRA vulnerability framework. Matters flagged as involving a vulnerable client get extended file-review intervals, named-supervisor sign-off requirements, and additional audit trail. The framework is built around the SRA Code of Conduct and the Mental Capacity Act 2005 requirements.
Yes. Softomate builds API integrations with LEAP, Clio Manage and ProClaim. The typical pattern is to keep the existing system as the authoritative source for client and matter records while overlaying our custom workflow for STEP-specific probate processes. We have also delivered full-replacement builds where the practice wanted to move off the legacy system entirely.
Yes. AML and source-of-funds verification is built into the matter onboarding workflow with integrations to Credas, SmartSearch or Onfido. The system applies the SRA-mandated risk-rating framework, captures source-of-funds evidence per matter, and triggers Enhanced Due Diligence for higher-risk client categories (PEPs, complex estate structures, non-UK assets). Every check produces an audit log retained for the statutory 5-year minimum.
Yes. The system manages secure digital will storage with physical-location tracking for paper originals, plus the deceased-client lookup workflow that occurs when probate is instructed years after the will was drafted. Will revisions are tracked with full version history. Permission and access rules are SRA-compliant with named-solicitor accountability for every retrieval event.
Timeline depends on scope, integration complexity and fee-earner count. A focused single-practitioner build is significantly faster than a multi-fee-earner practice with full LEAP overlay, beneficiary portal and STEP audit infrastructure. We agree a phased delivery plan during discovery so you have a committed schedule before build starts.
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