Executry evolution: from the Wild West to...

Denovo Business Intelligence emerged as a trailblazer in the early 2000s, setting the stage for a transformative shift in executry processes. At the heart of this revolution was the groundbreaking Executry software module, a pioneering addition to the Legal Intelligence Software platform that would forever change the way executry law firms managed estate information.

The origins of this innovative software can be traced back to a crucial intersection of factors. In the early 2000s, the legal landscape resembled the Wild West, with executry processes lacking the regulatory sophistication and streamlined efficiency that modern practitioners now take for granted. Executry law firms in Scotland faced the challenges of managing vast amounts of estate information, juggling details of beneficiaries, assets, and liabilities in what could only be described as a tumultuous and unpredictable terrain.

Denovo’s visionary approach to software development, led by David Hardie, Denovo’s senior software developer, took shape as the company responded to the needs voiced by executry lawyers across Scotland. The timing aligned with the launch of step.org’s Advanced Certificate in Wills and Executries: Law and Practice (Scotland), reflecting a broader industry recognition of the necessity for enhanced tools and knowledge in this specialised field.

The Executry module introduced by Denovo was a game-changer. It not only allowed for the seamless capture of all estate information within easily navigable cases but also brought a new level of automation to the process. One of its standout features was the ability to generate HMRC forms directly from within the software, streamlining the often cumbersome task of populating forms with data from the case. This not only saved time for executry law firms but also significantly reduced the risk of errors associated with manual data entry.

The analogy of the executry process being akin to the Wild West highlights the chaotic nature of the pre-regulatory era. Denovo’s Executry software acted as a sheriff in this legal frontier, bringing order and efficiency to an otherwise unpredictable landscape.

Next leap forward

Fast forward to 2023, and Denovo has once again elevated the executry software landscape. The latest iteration of their software is widely considered the next step in the evolution of executry efficiency. Denovo’s CaseLoad Case Management System reimagines a full solution for administering executries to easily create and work with full and complex estates, as well as all the assets, such as property, any bank or building society accounts, insurance policies, premium bonds, and personal effects – essentially creating a one stop shop for all features related to executry estate administration in one easy to use window.

With a keen understanding of user needs, coupled with advancements in technology and a commitment to simplifying complex processes, Denovo continues to be at the forefront of shaping the future of executry management.

David Hardie, who has played a major role in revolutionising the executry software over the past 20 years, said: “On this journey, stretching over 20 years, we remained attuned to the evolving needs of our users, understanding that the key to excellence lies in continuous adaptation. We tirelessly seek superior ways to empower legal professionals.

“CaseLoad Executry stands as a testament to our unwavering pursuit of excellence. We understand that the modern legal professional is faced with multifaceted challenges, and to address these, we have meticulously crafted an unparalleled user experience. With an acute focus on user needs, we have seamlessly integrated CaseLoad Executry with Microsoft Office, elevating the user interface to new heights.

“This integration not only facilitates a more intuitive and cohesive workflow but also serves as a catalyst for transformative visual insights. We believe that true empowerment comes not just from functionality but from a profound understanding of the intricacies of legal processes. Our commitment extends beyond mere software; it encompasses a holistic approach to redefining how legal practitioners manage their executries.

“In our relentless pursuit of efficiency is not merely a technical feat but a testament to our dedication to making lawyers’ lives easier.”

Paving the way

In conclusion, Denovo Business Intelligence’s journey from the early 2000s to the present day is a testament to the power of innovation in the legal tech space. The development of their Executry module not only revolutionised estate management but also paved the way for a more efficient, regulated, and user-friendly executry process, ultimately redefining the standards for excellence in the legal software industry.