LPA Workflow

As with all Intelliworks products, LPAs gives you a full audit trail by date and time. It tells you what was done, when and by whom. It provides the user with a detailed and extensive workflow, which assists from the point of client instruction, through to the closure and achiving of the file.

The Intelliworks reporting suite includes the Fee Earner risk review for LPAs. This gives senior staff peace of mind that everything is in order with their Juniors. When you trust Intelliworks’ risk management and risk reviews, you can be more effective at delegation and pass on work such as LPAs to unlock the capacity of your teams.

Intelliworks provides the option for users to tailor their workflow experience, by indicating whether the client instructions include a preparation-only of the LPA, or a preparation and a registration. This allows the user to efficiently progress the matter, as Intelliworks will only request data relevant to the exact type of client instructions.

Both Property & Finance and Health & Welfare LPAs are available within Intelliworks for the user to create. The user can choose to select a single LPA, or both LPAs for their client. Intelliworks also provides the user with the option to mirror data within both types of LPA , and provides the flexibility to encompass bespoke client instructions regarding each LPA.

Intelliworks will automatically pre-populate data within each of the relevant LPA forms, allowing LPAs to be created quickly and efficiently. The user will not need to re-key common data through multiple forms; saving significant time and team resource.

The preparation and registration process can become complex when multiple parties and LPAs are involved. Yet, Intelliworks offers users the benefit of being able to track the progress of the matter, which responses are awaited and which documents are outstanding. This providers users with the ability to remain up-to-date with the matter status, and provide easily accessible and clear updates to clients and colleagues.

Users benefit from an extensive legal document library which accompanies and compliments each stage of the LPA instruction. Each letter and document is reviewed and maintained by our legal team, removing the need for valuable fee-earning time to be spent collating, monitoring and updating internal precedent banks.