How Exizent Supports Clancys Solicitors with Executry Administration in Edinburgh
Clancys Solicitors has been using Exizent for more than two years to streamline executry administration, automate C1 and IHT400 forms, and improve efficiency for clients and families across Edinburgh.
““I would definitely recommend both Exizent and Estatesearch to other legal firms looking to professionalise their executry processes.””
A Trusted Edinburgh Firm Embracing Legal Technology
Clancys Solicitors are a well-established solicitors and estate agents based in Edinburgh. The firm has built a strong reputation through recommendation and repeat business, offering in-depth market knowledge, professionalism, and outstanding client service across a wide range of legal matters.
Deborah McManus, a Member of The Scottish Paralegal Association and an Accredited Paralegal at Clancys Solicitors, has been using Exizent for around two and a half years to support the firm’s executry administration processes.
Deborah McManus, Accredited Paralegal, Clancys Solicitors
Automating C1 and IHT400 Forms with Exizent
Deborah explains:
“We use Exizent for every executry matter. It’s the first step we take to add all the details into the system. As the matter progresses, information is automatically pulled through to the relevant forms.”
The platform is used to automate C1 forms as well as IHT400 forms, helping the team streamline administrative tasks while maintaining consistency and accuracy across estate administration documentation.
Streamlining Executry Administration
Alongside Exizent, the firm also uses Estatesearch to establish the full extent of assets within an estate.
Deborah continues:
“We also use Estatesearch to establish the full extent of assets within an estate. Once identified, this information is added to Exizent, and any updates are reflected across the relevant forms.”
This integrated approach supports a smoother Scottish executry process and reduces the need for duplicate data entry throughout the lifecycle of a case.
Saving Time While Improving Accuracy
The efficiencies created by legal technology have had a measurable impact on the firm’s day-to-day operations.
“It varies, but we typically process between 10–20 executry matters each year. I would say it saves us around an hour of administrative time per case, longer if IHT forms are required.”
By automating elements of estate administration and probate workflows, Exizent helps reduce manual input while improving confidence in the accuracy of information across forms and documents.
“Exizent ensures accuracy across all forms, and the time saved ultimately benefits our clients. It’s a great all-round system that integrates seamlessly with our existing case management system.”
Seamless Integration with Existing Case Management Systems
For busy legal firms, ease of adoption is equally important as functionality. Deborah notes that getting started with the platform was straightforward from the outset.
“Initially, I was provided with training on the Exizent platform, but it’s so straightforward and intuitive that only one session was needed to get up and running.”
The ability to integrate smoothly with existing case management systems has helped Clancys Solicitors embed the platform into their everyday executry administration processes with minimal disruption.
Supporting Better Outcomes for Clients and Families
Client care remains central to the firm’s approach, particularly within sensitive estate administration matters where families value efficiency, professionalism, and reassurance.
“Most of our clients are repeat customers who return to our firm time and again. Exizent and Estatesearch support us in delivering an even more professional service for our valued client base and their families.”
Why Clancys Solicitors Recommends Exizent and Estatesearch
Having experienced the benefits first-hand, Deborah would recommend both platforms to other firms looking to modernise and professionalise their executry processes.
“I would definitely recommend both Exizent and Estatesearch to other legal firms looking to professionalise their executry processes.”
Featured in Today’s Wills and Probate: https://todayswillsandprobate.co.uk/how-exizent-supports-clancys-solicitors-in-edinburgh/