Pro-File, LPA and Probate Case Management

Pro-File is a Case Management System (CMS) developed for the Legal Profession. This business-oriented software primarily cover the areas of Probate, Lasting Powers of Attorney and Wills.
Because from the outset, Pro-File has been developed with Probate matters in mind, it has a strong asset and accounting engine, allowing it to easily produce Estate Accounts and other reports required for this case type.
Pro-File's design means that case types, forms and documents can easily be added by updating the underlying database, and does not require a significant change to the application.
Other strengths include strong integration with Microsoft Office for the production of standard letters, and also export facilities allowing most data to be sent to Excel. Pro-File also has strong ties with Outlook, allowing the transfer of contacts and diary events between the two applications.
Form completion is fundamental to these case types, so Pro-File has the capability to work with the following form types;

  • Free PDF Forms from HMRC and OPG
  • Iris LaserForms
  • OyezForms
  • Peapod PrintAForm

Further features available to all matter types include;

  • User-designed workflows
  • Built-in diary
  • Time recording
  • Disbursement recording
  • Free-form notes

Pro-File is charged on a pay-as-you-go basis, ensuring that you do not pay when it is not being used. The benefits include;

  • No charge for the software, keeping the initial outlay low
  • No maintenance charges
  • Pay for as many or as few matters as you require
  • Charges vary by matter type depending upon complexity,
    from £20+VAT to £100+VAT (VAT at 20%) per matter
  • Quantity discounts available

Pro-File brings consistency to the handling of cases, and with the built-in checks, ensures that potential problem areas are brought to your attention before they become an issue. Pro-File comes with the on-line features you have come to expect from a modern software application;

  • Internet updates of both program and data
  • On-line ordering of new matter activation keys

Visit Pro-File

Please visit the Pro-File Web Site for more comprehensive details.

Information Sheets

Further information can be obtained by clicking on the links to our information sheets below.


The link below will take you to pages where you can see videos of Pro-File in use.