New Legal Product Releases - June 2025

Will and LPA: A combined matter for use when creating both a Will and Lasting Power of Attorney for client(s).

'Will Details' data screen updated to include 'Substitute Executors' and 'Guardian of a Minor' contact cards.

Note: This will only apply to matters created on or after 21 May 2025.

Added the following to England & Wales Forms/HM Land Registry:

• Application for Upgrading of Title - Form UT1

Updated the following in England & Wales Forms/HM Courts & Tribunals Service/Children Act Forms:

• Application for Declaration of Parentage under Section 55A of the Family Law Act 1986 - Form C63

Updated the following in England & Wales Forms/HM Courts & Tribunals Service/Divorce and Dissolution Forms:

• Notice of Intention to proceed with a Financial Application to which the Standard Procedure applies - Form A
• Answer to a Nullity Application - Form D8BN

Updated the following in England & Wales Forms/HM Passport Office:

• Marriage Certificate Application Form
• Application for a Civil Partnership Certificate

Updated the following in England & Wales Forms/HM Courts & Tribunals Service/Immigration and Asylum Chamber (Upper Tribunal) Forms:

• Application for Judicial Review - Form UTIAC1
• Application for Urgent Consideration or Interim Relief without UTIAC1 - Form UTIAC5
• Application Notice - Attendance of a Witness - Form UTIAC8

Updated the following in United Kingdom Forms/Intellectual Property Office:

• Request for a Certified Copy - Form TM31R

The existing 'Matter - Referral List' report has been updated to include:

• New data columns:
  - Referrer Email
  - Referrer Phone
  - Matter Description
  - Property Address
  - Branch
  - Tag(s)
  - Referral Fee
• New filters:
  - Included Columns
  - Matter Category
  - Referrer
  - Group By (existing filter with the following new options):
     - Agreement Fee Type
     - Matter Type
     - Month Opened
     - Matter Fee Earner
     - Person Assisting
     - Branch
     - Matter Tags
• Column sorting in report
• Hyperlinks to open relevant matter
• Ability to save columns/filters as firm defaults

The existing 'Matter - Full List' report has been updated to include:

• New data columns:
  - Matter Country
  - Matter Stage
  - Introducer
  - Branch
  - Collected Amount
• New filters:
  - Included Columns
  - Matter Category
  - Matter Stage
  - Group By (existing filter with the following new options):
     - Matter Stage
     - Supervisor
     - Person Assisting
     - Branch
     - Staff Tags
• Column sorting in report
• Hyperlinks to open relevant matter
• Ability to save columns/filters as firm defaults