List of Isokon Probate Customers
London, NW1 7BB,
United Kingdom
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.
The Isokon Probate customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
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.
|
 |
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.
|
 |
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.
|
 |
|
Professional Services | 783 | $409M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
|
|
|
|
Professional Services | 235 | $26M | United Kingdom | Isokon | Isokon Probate | Case Management | 2020 | n/a |
|
Buyer Intent: Companies Evaluating Isokon Probate
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||