Epona

Inheritance Portal Module

With integration to the Inheritance Portal, you automatically obtain data from your probate cases directly into the case in Unik Advosys. That's smart!

Get the Inheritance Portal integrated into your lawyer solution

Automatically import registered claims directly from the Inheritance Portal into the case in Unik Advosys. This way, you don’t have to keep an eye on whether there are notifications on the Inheritance Portal. You also avoid manually searching and entering data, which saves you time.

You have the opportunity to:

  • View the creditor's documentation digitally on the case in Unik Advosys
  • Get claims and updates when it suits you, with a single click
  • Daily and automatic notification when changes have been entered
  • Use shortcuts from Unik Advosys directly to the specific case or individual claim

What do I get with integration to the Inheritance Portal?

There are many advantages to integrating from the Inheritance Portal to your lawyer solution, including:

  • You save time on countless entries and searches
  • You reuse data already entered from the Inheritance Portal in Unik Advosys
  • Data automatically enters your estates from the Inheritance Portal via a nightly run
  • You also minimize the risk of input errors
  • And much more.