By practice area: Probate and estates
Wills accounted for, and estate money kept apart
The firm holds wills and title deeds for years. Docavra knows where each original is on any day and keeps money held for an estate in its own ledger.
What it gives you
Probate and estates, in Docavra
Each links the product page that says it in full, marked as in the product today or still being built.
The originals register
Wills, deeds and certificates lodged with the firm, with a custody chain that says where each was on any day.
How it worksMoney held for the estate
Client money per matter, reconciled three ways, with unclaimed balances kept on their own list.
How it worksRetention and legal hold
The firm's retention periods as a register, and holds that stop anything being destroyed.
How it works
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.