Easy Legacy Communication and Compliance
SenseCheck is a communication and verification tool for probate professionals to on-board and manage probate workflow.
Your new private client portal
Managing the complexities of probate demands precision and seamless collaboration. SenseCheck empowers legal professionals by revolutionising interactions with charities, streamlining every crucial step from initial notification to final decision-making. Experience unparalleled efficiency and security in your probate practice. Discover how SenseCheck benefits you:
Direct Communication
Lawyers have a direct line to the charities involved in a legacy, making it easier to share important information quickly and securely.
Early Legacy Notices
Lawyers can provide charities with early notice of legacies, ensuring all parties are promptly informed and can prepare accordingly.
Document Sharing
Whether working with one charity or several, lawyers can upload and share essential documents effortlessly—keeping everyone in the loop.
Bank Detail Verification
SenseCheck enables lawyers to verify a charity’s bank details online, reducing the risk of errors and ensuring smooth financial transactions.
Comprehensive Due Diligence
Lawyers can conduct thorough due diligence checks on beneficiaries—including AML, IVA, bankruptcy, sanctions, and PEP screenings—all within the SenseCheck platform.
Services
From Legacy Challenges to Streamlined Solutions
Understand the traditional hurdles in legacy administration and how SenseCheck provides a modern, efficient alternative.
Delayed Notifications
Charities often wait days or weeks for postal notifications about legacies, leading to uncertainty and slow starts to the administration process.
Delayed Notifications
Charities often wait days or weeks for postal notifications about legacies, leading to uncertainty and slow starts to the administration process.
Insecure & Inefficient Communication
Confirming crucial details like bank information via email or phone is prone to errors, security risks, and requires tedious, repetitive follow-ups.
Information Silos & Lack of Transparency
Lawyers, charities, and other beneficiaries often work in isolation. Information becomes scattered, making progress tracking opaque and collaboration difficult.
Information Silos & Lack of Transparency
Lawyers, charities, and other beneficiaries often work in isolation. Information becomes scattered, making progress tracking opaque and collaboration difficult.
Time-Consuming Manual Processes
Heavy reliance on printing, manually signing, scanning, and posting physical documents creates significant administrative overhead and drastically slows proceedings.
Prolonged Payment Cycles
The culmination of these inefficiencies frequently leads to significant and frustrating delays in charities receiving their rightful legacies, impacting their vital work.
Prolonged Payment Cycles
The culmination of these inefficiencies frequently leads to significant and frustrating delays in charities receiving their rightful legacies, impacting their vital work.
Trusted by Charities & Law Firms
Hear what our clients have to say about their experience with SenseCheck.
"Legacy managers and officers face a number of challenges in today's fundraising climate. From costs pressures, fraud risk and a need to do more with less - the SenseCheck platform will greatly help charities meet these challenges."
Paul Browne
Head of Legacy Administration, Legacy Link
"Effective communications between all parties involved in probate and estate administration is critical yet often challenging. The SenseCheck platform harnesses technology to completely transform how professionals collaborate with personal representatives and beneficiaries (both individuals and charities). With its cost being a disbursement charged to the estate, it stands as the premier technological solution for beneficiary communications that saves the estate time, reduces costs, and improves efficiency."
Ian Bond TEP
Solicitor, member of the Law Society ‘Wills & Equity Committee’.
"The SenseCheck platform streamlined our communications tenfold. Not only are we working efficiently, we are saving both time and costs internally"
Beth
Charity User
"The software solution developed by SenseCheck was a game-changer for our matter engagement."
Peter
Lawyer User
"Their onboarding process and support to get us using SenseCheck has been excellent."
Margaret
Charity User
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Let's discuss how SenseCheck can help you achieve your goals. Contact us today for a free consultation.
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