Private client software for UK law firms

Quill’s cloud-based complete practice management system gives private client teams everything needed to manage matters for individuals – be they wealth management, wills, trusts, LPAs, inheritance, probate or tax cases – quickly, efficiently and profitably.

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Why choose Quill for your private client legal practice?

Private client legal software needs to be like private client lawyers themselves: progressive, agile and dynamic. Manage your private client workload in the Quill system to progress matters wherever you are and whatever case type. Quill’s the ideal software to move matters speedily and accurately along from the point of instruction to successful conclusion. There’s absolute control of your contacts, cases, documents, accounts and business with all-in-one practice, case and document management software packed with all the private client functionality you need, provided by a proud affiliate partner of the Law Society who’s committed to supporting private client practitioners..

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Purpose-made for private client lawyers

Quill’s legal complete practice management software comes with a whole host of efficiency functionality that caters for private client matters in all their diversity and complexity. There’s due diligence via AML and credit checks upon new matter set up, multiple time-saving features including workflow tools throughout cases and intuitive billing module upon matter resolution. One system does it all.

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A private client lawyer’s working day made easier

Simplify each stage of private client cases. Utilise dedicated workflow capabilities, bundle documents for client and specialist third-party review, and even pre-populate lengthy legal forms for time-saving transformation, not least the IHT205 and IHT400, and raft of probate forms. AML checks provide peace of mind, and bank uploads and secure payment links strengthen money movements. On top of that, you have a helpful dashboard with analytical reports to track progress and plan ahead for success.

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Money management your way

Gain total control of your finances and strengthen security at the same time by utilising electronic identity checking, credit screening and conflict searching for enhanced Know Your Client (KYC), and bank account and sort code verification, digital payments and banking uploads for streamlined money management. Quill helps your cashiers, managers and COFAs move money safely and provides comprehensive reporting for financial transparency.

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Capture every billable moment – even at your clients’ homes

Time recording is deeply embedded in Quill. You can auto-record time when uploading documents or use intuitive stopwatches functionality throughout the day to capture every chargeable time unit. Considering much of your work takes place at clients’ homes, use our smartphone app to log into Quill, record time, set up new clients and matters, authorise e-chits, view client and matter information, and view documents from anywhere. Your time records are automatically fed into Quill’s accounting module for straightforward billing and invoicing.

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Integrations for private client legal practices

The third-party integrations available with Quill are Veriphy’s anti-money laundering checks, Redbrick’s specialist LPA and wills case workflow system, FormEvo’s legal forms, Bundledocs’ electronic bundling and Legl’s online client payments. Use them all as one powerful system to save time, earn more, prevent mistakes, streamline operations and improve the client experience. Data is transferred from one system to the other – be it client and case details, time recording and billing information, or forms and documents – so they seamlessly integrate.

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Your essential private client legal forms

To boost efficiency, access our 2,000+ library of legal forms and e-submissions. In the Office of the Public Guardian section, you’ll find the EP1PG to EP5, EPA101, LP1F to LP13, LPA005 to LPA120, LPC1 to LPC4, OPG100 to OPG120 forms. Similarly, in Court of Protection, available forms include the COP1 to COP44, EX160 to EX160A. In the separate Probate section, there’s the EX160 to EX160B, N2 to N205D, PA1A to PA17, PR50 to PR53, Probate 33 to Probate 37 forms. Finally, the Tax and Scottish Forms sections comprise various sub-categories regarding wealth, inheritance, trusts and power of attorney forms with the IHT205 and IHT400 amongst them.

Enjoy pre-population of data from your Quill database, auto-calculation of fees, auto-saving of documents and correspondence to your matter files, and e-submission functionality to the relevant government agency. Complete, save and send forms with ease.

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Comply with stringent regulatory demands

Make child’s play of your regulatory obligations – namely, the Solicitors Regulation Authority’s SRA Accounts Rules and SRA Standards & Regulations – by subscribing to legal accounting, case and document management software exclusively designed for your sector. With a section devoted to GDPR, adhere to data protection rules too.

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Quill’s private client legal software solution

Legal accounting your way

Cashiering without the headache thanks to features like stopwatches and manual time recording, anomaly warnings and breach reports, easy e-chit submissions, reporting, billing templates and online payment links. Plus, we offer a free licence to your accountant.

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A central store of documents

With our DocsHub module and Microsoft Office integration, your documents, letters and forms are saved conveniently together, whatever their type – Word files, PDFs, Excel spreadsheets, images, legal forms or Outlook emails.

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Make light work of bundling

Our Bundledocs integration allows you to create and paginate indexed, numbered and hyperlinked bundles for review by clients, bankers, accountants, investment managers and other third parties – in just a few clicks.

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Maintain constant client contact

Maintain communication with clients throughout their private client case via SMS messaging. Send text messages, matter updates, and meeting or court reminders direct to your clients’ mobiles.

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Enjoy faster reconciliation

Track, receive and reconcile invoice payments in a few clicks via our integration with Legl’s online payment system. It’s better for you and better for your clients – they enjoy a more modern experience too.

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Define your own modular system

At Quill, we pride ourselves on our pick-and-mix portfolio which gives users the power to select from a wide array of modules – not only software but also outsourcing services – so that your front and back office runs optimally.

Our pricing

A pricing plan built for you

⚖ Essential ⚖

Legal accounts & Practice management

Get on the right track with legal accounts, matter management and time recording solutions to get you up and running quickly.

£22*

per user, per month

*plus initial £78/month for the first legal cashiering licence

Who’s it for?

Legal cashiers, fee earners & support staff

What’s included?
  • Legal accounts system
  • Matter management
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💡 Growth 💡

Case & document management

Allow fee earners to work in the cloud from anywhere with time-saving tools like document automation and MS Office integration.

£44*

per user, per month

*plus initial £56/month for the first legal cashiering licence

Who’s it for?

Fee earners

Everything in Essential, PLUS:
  • Document management
  • Case management
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⚡ Supercharge ⚡

Boost your software

Mix and match from our range available boosts and streamline even more of your processes with Quill.

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and find out which boosts will benefit you the most

Available boosts:
  • Quill Forms
  • Anti-money laundering checks
  • API integration
  • MoneyChain
  • Bundling
  • SMS messaging
  • Online payment portal
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Frequently asked questions

What is private client law?

Private client law is the legal process of becoming a trusted adviser to an individual. Private client matters span specific personal wealth management, estate planning, wills, trusts, LPAs, inheritance, probate and tax issues. There’s a high level of face-to-face client contact, and liaising with a range of intermediaries – for example bankers, accountants and investment managers.

How can software help with private client law processes?

Legal software created for private client law practices contains time-saving, efficiency-enhancing, profitability boosting functionality that guides solicitors, paralegals, cashiers, law firm managers, COLPs and COFAs through the tasks associated with private client matters – beginning with conflict and identity checking, proceeding with case workflow guidance and concluding with submission of final invoice. The software features empower practitioners to minimise mistakes and maximise productivity.

Can Quill’s software assist with fixed fee models?

Yes. Fixed fees are often offered to private clients for particular case types, for example wills, powers of attorney, trusts and probate. In the interests of transparency, many law firms often advertise the fixed fees themselves along with typical disbursements.

The Quill system helps correctly estimate fixed fees and disbursements to ensure your practice stays profitable. You can use our software to calculate standard costs for standard private client matters, action case tasks efficiently and speedily with limited variability, and track estimated costs against incurred costs to inform fixed fee-setting decisions in the future.

What systems does Quill integrate with and why?

The Quill system itself comes with the ability to instantly switch on Microsoft Office integration thanks to our DocsHub document management feature. Quill also integrates with specialist third-party systems – including Veriphy (for AML and credit checking), Redbrick’s LPA and wills case management system (for case workflow), FormEvo (for legal forms and e-submissions), Legl (for online payments) and Bundledocs (for tribunal, court and counsel document bundling).

Which private client forms are covered in the Quill Forms catalogue?

Quill integrates fully with the FormEvo library of legal forms and e-submissions. Where private client law is concerned, there’s the Office of the Public Guardian section where you’ll find the EP1PG to EP5 application, objection and disclaimer for registration as an enduring power of attorney, EPA101 guide to enduring power of attorneys, LP1F to LP13 registration forms as a lasting power of attorney, LPA005 to LPA120 notes, disclaimer and objection forms as a lasting power of attorney, LPC1 to LPC4 continuation sheets for lasting power of attorney applications, OPG100 to OPG120 application, report and fees forms for public guardian registers.

In Court of Protection, there’s the COP1 to COP44 application, supporting information, capacity assessment, declaration, guidance notes, objection, certificates and notices relating to lasting and enduring power of attorney, EX160 to EX160A application and guide for help with fees.

In Probate, there’s the N2 to N205D probate claim form, notes and notices, PA1A to PA17 probate application, search, withdrawal and questionnaire forms, PR50 to PR53 will questionnaire, personal assets log and death certificate forms, Probate 33 to Probate 37 caveat, and appearance to warning and citation forms.

Finally, in Tax and Scottish Forms, there are sub-categories regarding wealth, inheritance, trusts and power of attorney forms. Amongst them, there’s the IHT30 to IHT501 inheritance application, claim, continuation sheet, charges and notes forms – including the IHT205 estate information and IHT400 inheritance tax account forms.

Driving practice management efficiencies

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“We’re overjoyed with the transfer across to Quill, not only for the benefits we’re realising by using the software, but also due to feeling better supported by a team of people who are prompt, responsive and helpful.”

Andrew Hext, Legal Practice Manager Roger James Clements & Partners

Private client law – managed the smart way

Smart-working private client practitioners – with Quill software and third-party integrations.