IsokonCRM ‐ Case Management for Probate Estate Administration
What can our software do for you?
Empower your people to achieve more each day with our enterprise and market-focused solutions. Lead the way in your sector and redefine what is possible.
CRM – Case Management on steroids
Anyone can build a workflow.
Isokon workflow includes a graphical, no-code interface that models the steps of a planned business process from end to end. A key to Business Process Management, it visually depicts a detailed sequence of business activities and information flows needed to complete a business process.
Lorem ipsum dolor sit amet
End-to-End Case Management
Manage the full lifecycle of a case – from client onboarding, estate information capture, tax submissions, to final distributions – all in one place.
Accurate IHT & Estate Accounting
Simplify complex calculations with built-in IHT forms and estate account templates designed to meet HMRC and legal standards.
Powerful Automation & Workflows
Automate repetitive tasks, reduce human error, and standardise processes with customisable workflows tailored to your firm’s needs.
Integrated Document Management
Generate, store, and share key documents securely with e-signature support, and automatic filing.
Calendars & Task Management
Stay on top of deadlines and workload with smart calendars, To – Do lists, and task tracking to keep cases moving efficiently.
Client-Friendly Dashboard
Provide clients with a clear, secure dashboard to view progress, communications, and case summaries – improving transparency and trust.
Actionable Insights & Analytics
Access real-time data on cases, timelines, performance, and financials with visual dashboards and custom reporting.
AI-Powered Productivity
Harness AI to draft case summaries, analyse documents, and provide intelligent knowledge base assistance.
Tried. Tested. Trusted.
We have been extremely happy with the service offered by Lineal in respect to software – they’ve gone to great lengths to understand our business needs…
Sailforce
We have been extremely happy with the service offered by Lineal in respect to software – they’ve gone to great lengths to understand our business needs…
Sailforce
We have been extremely happy with the service offered by Lineal in respect to software – they’ve gone to great lengths to understand our business needs…
Sailforce
We have been extremely happy with the service offered by Lineal in respect to software – they’ve gone to great lengths to understand our business needs…
Sailforce
You’re in control
Speak with us about what your business really needs, and we can make it a reality. Our Software Development team works hard to tailor each new system with extra functionality for industry-specific hurdles and emerging challenges – balancing power and flexibility.