List of Isokon Probate Customers
Isokon
36 Gloucester Avenue,
London, NW1 7BB,
United Kingdom
London, NW1 7BB,
United Kingdom
44 20 7482-6555
Professional Services
10
$1M
Since 2010, our global team of researchers has been studying Isokon Probate customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Isokon Probate for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Isokon Probate for Case Management include: Addleshaw Goddard, a United Kingdom based Professional Services organisation with 3100 employees and revenues of $650.0 million, Macfarlanes, a United Kingdom based Professional Services organisation with 783 employees and revenues of $409.0 million, Browne Jacobson, a United Kingdom based Professional Services organisation with 1000 employees and revenues of $147.0 million, Harper Macleod LLP, a United Kingdom based Professional Services organisation with 314 employees and revenues of $35.0 million, Thrings, a United Kingdom based Professional Services organisation with 235 employees and revenues of $26.0 million and many others.
Contact us if you need a completed and verified list of companies using Isokon Probate, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Addleshaw Goddard | Professional Services | 3100 | $650M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
In 2020, Addleshaw Goddard implemented Isokon Probate. The Isokon Probate deployment is designated as Case Management for probate matters and is surfaced on the firm website to support client entry and matter visibility.
Isokon Probate was configured to support core case management functions, including matter intake, document management, task and milestone tracking, template-based correspondence, and role-based permissions. The deployment uses the Isokon Probate application to centralize probate matter records and standardize workflow states, with configuration options applied to reflect legal practice conventions and probate-specific data models.
Operational coverage is focused on the firm probate practice and associated client-facing services across the United Kingdom, with the application available via the firm website for client interactions and initial case submissions. The implementation targets business functions including probate lawyers, client services, and practice operations, enabling a consistent matter lifecycle from intake through ongoing administration.
Governance was organized around practice-group owners and information governance controls, emphasizing access controls, audit trails, and standardized intake and approval workflows. Training and rollout were structured for the probate team and support staff to align working practices with the Isokon Probate configuration and to enforce consistent case handling protocols.
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Browne Jacobson | Professional Services | 1000 | $147M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
In 2020, Browne Jacobson deployed Isokon Probate as a client-facing Case Management application on its website. The deployment focused on the firm’s probate and estate administration practice in the United Kingdom, providing an online channel for instruction intake and client case visibility.
Isokon Probate was configured to support standard probate workflows including matter records, digital forms for client instruction, document upload and secure client exchange, and task orchestration typical of Case Management systems. The Isokon Probate application included a client portal and structured task sequences to support estate administration lifecycle management.
The implementation emphasized web embedding of Isokon Probate on the firm website to surface client intake and self-service tracking, aligning the application with front-office intake and case handling. Operational coverage centered on the probate practice and adjacent legal support functions, consolidating client-facing activity within the Isokon Probate environment.
Governance changes included standardized probate intake templates, role based access controls within Isokon Probate, and defined handoff points between front-office client intake and internal case processing. These process changes were oriented to establish repeatable workflows for probate matters using the Isokon Probate Case Management configuration.
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Harper Macleod LLP | Professional Services | 314 | $35M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
In 2020 Harper Macleod LLP deployed Isokon Probate as a web integrated case management solution. The Isokon Probate implementation is surfaced on the firm website to support probate client intake, matter creation, and digital case file access for fee earners and client facing teams. This implementation positions Isokon Probate as the firm's Case Management system for probate business functions across its United Kingdom offices.
Configuration focused on case intake forms, document management, task workflows, role based access controls, and client communications, consistent with standard Case Management capabilities. Operational governance established ownership among probate partners and practice managers, with configuration of matter types, security groups, and process templates to align intake to execution workflows. Training and staged rollout were applied to client facing staff and fee earners to embed the system into probate processing and client engagement workflows.
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Macfarlanes | Professional Services | 783 | $409M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
In 2020 Macfarlanes deployed Isokon Probate as a Case Management application on their public website. Macfarlanes Isokon Probate Case Management supports the firm's probate business function by handling probate matter intake, digital client submissions and case tracking for the private client and probate practice.
The implementation emphasizes web integrated intake and centralized case records, with configurations aligned to common Case Management capabilities such as matter management, document management, templated document assembly and automated task workflows. The Isokon Probate deployment is surfaced on the firm website to capture initial client instructions and to standardize information capture for probate matters.
Operational governance centers on the probate and private client teams, with role based access controls, matter level permissions and audit trails to enforce professional standards and consistent handling of estates. Workflow orchestration and standardized intake processes are implemented to create a repeatable matter lifecycle from instruction through case administration, with administration of cases and client interactions conducted through Isokon Probate.
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Thrings | Professional Services | 235 | $26M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
In 2020, Thrings implemented Isokon Probate as its Case Management solution. Isokon Probate is embedded on Thrings’ public website to provide online probate matter intake and initial client engagement, allowing prospective clients to submit probate instructions and upload documentation through the firm’s site. The deployment specifically targets the firm’s wills and probate practice and centralizes front-end intake into the Isokon Probate application.
The implementation leverages Case Management capabilities typical of the category, including configurable intake forms, automated matter creation, document capture and storage, task orchestration across probate workflows, and templated correspondence and reporting. Configuration work focused on role based access controls, workflow rules to route matters to probate fee earners and paralegals, and standardized case lifecycle stages from intake through probate administration. Governance emphasized standard operating procedures for online intake, data retention, and user permissioning within Isokon Probate.
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Buyer Intent: Companies Evaluating Isokon Probate
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Isokon Probate Coverage
Isokon Probate is a Case Management solution from Isokon.
Companies worldwide use Isokon Probate, from small firms to large enterprises across 21+ industries.
Organizations such as Addleshaw Goddard, Macfarlanes, Browne Jacobson, Harper Macleod LLP and Thrings are recorded users of
Isokon Probate for Case Management.
Companies using Isokon Probate are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Isokon Probate are most concentrated in United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Isokon Probate across Americas, EMEA, and APAC.
Companies using Isokon Probate range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 80%, large organizations with 1,001-10,000 employees - 20%, and global enterprises with 10,000+ employees - 0%.
Customers of Isokon Probate include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Isokon Probate customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Case Management.