OneAdvanced Legal

Built into your existing workflows

With OneAdvanced Legal, will search and registration can sit inside the workflows your fee‑earners already use. Instead of leaving the case management system, users can trigger searches and registrations directly from the matter. This helps make best practice the default, rather than an optional extra.

Reduce risk and demonstrate due diligence

Embedding will search and registration in your case management process supports clear, auditable risk management. Searches to check for unknown or later wills, and registration as standard, help reduce the risk of missing a will and the potential for complaints or claims. You can show a clear record of the steps taken on each file.

Save time and improve consistency

The integration helps standardise when and how searches and registrations are carried out across your firm. Pre‑defined workflows and prompts reduce manual data entry, save time, and support more consistent client care. New starters can follow the same process as experienced colleagues from day one.

A better experience for your clients

Using OneAdvanced Legal with the national will register lets you explain a simple, joined‑up journey to clients. They benefit from additional checks to confirm their will is the most recent version, and from the reassurance that their own will can be found in the future. Clear documentation and reporting also make it easier to answer client questions.

Support, training and onboarding

When you enable the integration, you can access training and support to help your teams make the most of it. This can include walkthroughs of the workflow, materials to brief your staff, and guidance on incorporating will search and registration into your standard terms and client communications. You stay in control of how and when the features are rolled out across your practice.