Private client case management software for UK solicitors.
OrdoLux brings Wills, LPA and Probate into a single matter workspace — with automated stage tracking, real-time IHT calculations, estate accounts PDF and Microsoft 365 built in. £50 + VAT per fee earner. Rolling monthly.
The private client desk problem OrdoLux solves
- Wills, LPAs and probate matters spread across Word, spreadsheets and email — now consolidated in one matter workspace.
- IHT calculated manually on paper or in Excel — now automated in real time as you build the asset and liability schedule.
- Stage progress tracked informally or not at all — now every matter has a structured stage tracker auto-initialised on day one.
- Client progress updates sent from personal email — now sent directly from the matter via Microsoft 365.
- Estate accounts drafted from scratch each time — now exported as a clean PDF in one click.
How OrdoLux supports private client workflows
Private client work is relationship-driven and detail-intensive. A will drafted today may not be executed for weeks. A probate matter may run for two years. OrdoLux gives every private client matter its own structured workspace — so nothing is forgotten, nothing is scattered, and every stage is auditable.
The Private Client tab sits within the matter alongside time entries, documents, billing and compliance. Fee earners do not switch between systems — everything happens from the same screen. The stage tracker auto-initialises on first open, so there is always a clear picture of where each matter stands.
Key features for private client solicitors
Wills
Capture full testator details alongside executors, trustees, guardians and beneficiaries. Manage residuary shares and specific legacies, with automatic validation that flags if shares do not add up to 100%. Track every stage from instructions through to execution, storage and safe custody — with notes at each stage and a progress email available in one click via Microsoft 365.
Lasting Powers of Attorney
Manage Property & Financial Affairs and Health & Welfare LPAs as independent workflows on the same matter — each with its own stage tracker, attorneys, replacement attorneys, certificate provider and people to notify. Log OPG submission date, registration status and registered LPA reference. The 14-stage tracker covers everything from initial instructions through to certified copies.
Probate & Estate Administration
Build a complete picture of the estate from the first call. Record the deceased’s personal details, estate type (testate or intestate), executors and administrators. Add assets and liabilities in categorised schedules — the IHT summary recalculates in real time, showing gross estate, net estate, nil-rate band, transferable NRB, residence NRB and IHT payable as you go. Add beneficiaries with share percentages and track distributions. Export a clean estate accounts PDF at any point.
Automated stage tracking
Every private client workflow has a dedicated stage tracker that auto-initialises on first open. No blank lists, no manual setup — the full stage sequence is created automatically. Status cycling, notes per stage and progress update emails keep every matter moving and every client informed, without the fee earner breaking their workflow.
IHT calculations
As assets and liabilities are added to the estate schedule, OrdoLux calculates gross estate, total liabilities, net estate, nil-rate band (including transferable NRB and residence NRB), taxable estate and IHT payable — updating in real time. No manual arithmetic, no separate spreadsheet, no risk of the two getting out of sync.
Microsoft 365 integration
Progress update emails are sent directly from the matter via the firm’s Microsoft 365 account — not from a third-party email service. Documents are stored in SharePoint inside your own Microsoft tenant, organised by matter. All correspondence captured automatically via Outlook integration.
Frequently asked questions
What is private client case management software?
Private client case management software organises Wills, LPA and Probate matters — clients, documents, compliance, stage tracking and billing — in one system. OrdoLux does this within a matter-centric workspace that also handles time recording, Microsoft 365 documents and client billing.
Does OrdoLux support Wills, LPA and Probate?
Yes. OrdoLux has dedicated workflow tabs for all three — Wills (with executors, beneficiaries and guardians), LPA (Property & Financial Affairs and Health & Welfare independently), and Probate (with IHT calculations, estate accounts PDF export and full beneficiary tracking).
Does OrdoLux calculate inheritance tax automatically?
Yes. As you add assets and liabilities to the estate schedule, OrdoLux automatically calculates gross estate, net estate, nil-rate band (including transferable NRB and residence NRB), taxable estate and IHT payable — updating in real time without any manual calculation.
Can I manage Wills and LPA on the same matter?
Yes. Wills, LPA and Probate all sit within the same Private Client tab on the matter. A client who needs a Will and two LPAs has all three workflows in one place — each with its own stage tracker and record set, none overwriting the others.
Does OrdoLux integrate with the OPG or HMCTS Probate?
OPG registration and HMCTS Probate applications are currently manual processes via the respective portals. OrdoLux stores the reference numbers, registration dates and status against the matter — so everything is logged on the file even if the submission itself goes through the portal.
Is Private Client included in the standard price?
Yes. Private Client workflows are included as standard at £50 + VAT per fee earner per month. No add-ons, no additional licensing.
See OrdoLux in action for private client
Book a short demo to see how OrdoLux handles Wills, LPA and Probate — from matter opening to estate distribution.
£50 + VAT per fee earner — rolling monthly — free onboarding