Related persons
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Family and inheritance law: for law and fiduciary offices
In family and inheritance law, sensitive information, related persons and documents are handled with care. Access is limited to those assigned to the file.
- English and the community languages your customers speak
- EUR, IVA and local levies
- Data protection under GDPR
Extra care for sensitive files
Family members, heirs and guardians are held with linked records; each person’s role in the file is shown separately. Sensitive files open only to named staff and every opening is logged.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Spanish specifics
Sensitive personal data requires special protection; access and retention rules are strictly defined by the practice.
Frequently asked questions
Does it handle nested relationships?
Yes; relationships are shown through linked records.
Related topics
Client record
Contacts, files, notes and bills gather on the client record.
Learn moreSecure messaging
Sensitive documents are shared through a time-limited link and downloads are logged.
Learn moreMandates and documents
Mandates and documents are prepared from templates, attachments tied to the file and the signature process tracked.
Learn more