Six phases to organise the division of movable property
From opening the case file to eIDAS-signing the adjudication record, Lex Partis structures every phase with validations, traceability and legally usable deliverables. Parties can participate remotely in the live room with verified identity. This is what happens inside.
Client management and commercial pipeline
Centralise all contacts and leads of your office. From the first contact to the signed mandate, without missing any opportunity.
Contacts Directory
Centralised repository of notaries, collaborating lawyers, experts, registrars, and potential clients. Search by type, favourites, and internal notes.
- Registration with name, professional type, company, position, NIF, and contact details
- Filters by type: Notary, Lawyer, Expert, Registrar, Potential client
- Pinned favourites at the top of the list
- Internal notes by contact visible only to your organisation
Clients and Professional Mandates
Complete client profile linked to mandates with high-quality PDF template, fee management, and support for multiple clients per mandate.
- Mandate template in PDF generated with firm and client data
- Upload of externally signed mandate (PDF/image)
- Multiple clients per mandate: co-heirs, spouse, representative
- Record of billed fees and funds provisions
- Automatic linkage of mandate to file
Kanban Pipeline: from lead to active client
Visual Kanban-style board with stages of the sales cycle. Move opportunities between columns by dragging. Metrics are reflected in Office KPIs.
- Columns: Lead → Initial Consultation → Proposal Sent → Pending Mandate → Active Client → Lost
- Dragging of cards between columns with automatic persistence
- Each card displays client, type of matter, and date
- Pipeline KPIs in the Office dashboard
4 types of case files tailored to each procedure
Each succession procedure has its own guided flow, phases, documents and validations. Lex Partis covers all scenarios.
Comprehensive Succession (CS)
The most complete file. Covers the succession process from the death of the deceased to the allocation of assets, including declaration of heirs, tax and notarial inventory.
- Guided interactive tour when creating the file
- Phases: Draft → Parties → Inventory → Preferences → Draw → Allocation → Closure
- Regulations: common law and all regional regimes (Catalonia, Aragon, Navarre, etc.)
- Private portal for each heir with personal link
Family Distribution of Household Goods (FDHG)
Designed for the distribution of non-economic value assets among heirs: furniture, personal items, family jewels, and mementos. No mandatory valuations.
- Does not require economic valuation of assets
- Agile process of preferences and distribution
- Auto-generated code: EX-RFA-AAAA-NNN
- Distribution deed to be signed by all parties
Judicial Partition 360° (PJ)
Complete judicial file. Covers the entire process from the claim or response to the final judgment and allocation by judicial resolution.
- Judicial phases: claim/response, precautionary measures, heirs' meeting, judicial inventory
- Judicial Administrator and Accountant-Partitioner as interveners
- Partition notebook and closure of the judicial inventory
- Supports international incidents (European succession regulation)
- Allocation deed by final judgment
Extrajudicial Distribution without Value (RESV)
For extrajudicial distributions where all parties agree to waive economic valuation. Simplified process with signed express waiver.
- Express waiver of valuation signed by all parties (eIDAS)
- Four notarial templates for waiver (basic, professional, contentious, pre-protocol)
- Unlocking of the allocation process after signing the waiver
- Auto-generated code: EX-RESV-AAAA-NNN
Tools for the day-to-day operations of the firm
Tasks with priorities, colour notes, agenda with Teams, and succession calculator: everything you need to ensure no detail is overlooked.
Task Management with priorities
Office task module with states, configurable priorities, and due dates. Statistics panel and alerts for overdue tasks.
- Statuses: pending, in progress, completed
- Priority colour codes: Urgent, High, Normal, Low
- Due date with automatic alert for overdue tasks
- Real-time statistics: total, urgent, overdue, completed
- Filters by status and priority
Colour Notes Dashboard
Masonry style notes with 7 colours, thematic tags, and the option to pin the most important at the top. Real-time search.
- 7 colours available for visual organisation
- Tags: File, Client, Urgent, Idea, Follow-up, Other
- Pinned notes in a separate section
- Real-time search by title and content
Agenda with Microsoft Teams integration
Interactive monthly calendar with appointment form and direct generation of Teams meetings without OAuth or additional setup.
- Monthly calendar with navigation and visual chips on days with appointments
- Types of appointment: in-person meeting, video conference, call, notarial visit, etc.
- Generation of preloaded Teams link with title, date, and attendees
- List of upcoming appointments in side panel
Succession calculator with regional rights
Indicative calculator with 4 modules: legitimate shares, Inheritance Tax, municipal capital gains tax, and distribution of shares among heirs.
- Legitimate shares: 8 territories (Common Law, Catalonia, Aragon, Navarre, Basque Country, Galicia, Balearic Islands, Valencia)
- Inheritance Tax: state rate + regional bonuses from the 17 Autonomous Communities
- Municipal capital gains tax: objective method vs. actual (RDL 26/2021)
- Shares: distribution including computable donations per heir
Built to withstand scrutiny
eIDAS signature, immutable audit log, and isolation by organisation. Everything is signed, sealed, and verifiable.
Electronic signature eIDAS
All key documents are digitally signed with full legal validity in the EU. Each signature is sealed with a cryptographic hash, timestamp, and device data.
- Compliance with Regulation eIDAS 910/2014
- Signable documents: preferences, waiver, draw, allocation, mandate
- Cryptographic hash + timestamp + device data per signature
- Enforceable against third parties without elevation to public
- Document preview before signing
Tamper-evident audit log
Append-only hash chain. Each action is recorded with author, date, and chained hash. Any alteration of the history is mathematically detectable.
- Append-only: no record can be deleted from the log
- Each entry chains the hash of the previous one (tamper-evident)
- Record of author, date, IP, and action for each event
- Exportable as evidence for judicial proceedings
- Isolation by organisation: no one can see the logs of another organisation
The step-by-step process: from opening to signed record
For files with asset distribution, the guided process covers inventory, preferences, verifiable draw, and live allocation.
- Phase 01
Opening of the case file
The procedure begins with the creation of a single case file, unequivocally identified and with all metadata of the judicial proceedings: case number, court, date of opening and originating procedure. From there on, every action is linked to the case file and to the organisation that owns it, with role-based access control.
Key points
- Unique identification of the case file with proceeding metadata
- Role assignment: case manager, readers and administrators
- Per-organisation isolation (multi-tenant): each firm only sees its own data
- Every subsequent action is linked to the case file for traceability
Next phase: Registration of partiesDeliverableCase file created and accessible only to authorised people.
- Phase 02
Registration of parties
Before any adjudication can take place, the adjudicatees must be defined. Their identifying data (name, ID/NIE, address, contact) and procedural role (spouse, heir, co-owner, etc.) are registered. The system supports as many parties as the proceeding requires and allows them to be edited until the inventory is closed.
Key points
- Registration of parties with full identifying data and procedural role
- No limit on the number of parties (any configuration: 2, 3, N)
- Validations to prevent duplicates (unique ID/NIE per case file)
- Parties can be removed while no preferences have been captured
Next phase: Inventory of movable propertyDeliverableDefinitive list of parties that will take part in the draw and adjudication.
- Phase 03
Inventory of movable property
The inventory is the heart of the case file. Each item receives an identifier, a detailed description, a category, a location within the property, a condition and photographs. The system supports grouping several items into a single lot when they must be adjudicated together (complete dinner sets, bedroom furniture, collections), while keeping individual traceability of each piece within the lot.
Key points
- Individual items and lots (several items adjudicated as one unit)
- Photographs per item to avoid later disputes
- Categorisation, location and condition
- Bulk import via CSV/Excel and export to PDF/XLSX
- Versioning: every modification is recorded with author and date
Next phase: Preference captureDeliverableClosed inventory exportable as the initial record of items to be adjudicated.
- Phase 04
Preference capture
Before the day of the adjudication, each party expresses, privately and in a structured way, which items it is most interested in. It can mark the level of interest (high, medium, low or none) and manually reorder its ranking. Preferences are versioned: a change never erases the history but creates a new version. At closure an immutable snapshot is generated which becomes the input for the adjudication engine.
Key points
- Drag-and-drop interface to order preferences
- Levels of interest (high, medium, low, none) with optional rationale
- Full versioning of the change history per party
- Closure with an immutable snapshot signed by the case manager
- Each party only sees its own preferences (privacy guaranteed)
Next phase: Verifiable draw of the initial orderDeliverableSigned snapshot of preferences from all parties, ready for adjudication.
- Phase 05
Verifiable draw of the initial order
The order in which each party will choose its items during the adjudication is determined by a cryptographically verifiable draw. The system combines a 256-bit random seed, the case file identifier and the precise time of the draw to generate a reproducible HMAC-SHA256 hash. Any third party (expert, court, opposing party) can later verify that the order was not tampered with.
Key points
- Public and standard HMAC-SHA256 algorithm
- Seed and hash published in the draw record
- Reproducible: anyone can recompute the result with the same inputs
- Signable PDF draw record, ready to file with the proceedings
- No room for favouritism: not even the administrator can alter the result
Next phase: Rotating adjudication and final recordDeliverablePDF draw record with verifiable initial order and entry in the audit log.
- Phase 06
Rotating adjudication and final record
The adjudication session takes place. The manager can operate in-person or activate the Live Room: each party receives a personal link by email, verifies their identity with an electronic consent (eIDAS) and joins a real-time room where they see the active turn, the queue and their preferred items. The engine assigns items in rotating turns across three modes: assisted manual, automatic by preferences or hybrid. Everything is recorded in a tamper-evident audit log.
Key points
- Live Room: remote participation with personal link and eIDAS identity verification
- Three modes: assisted manual, automatic by preferences, hybrid
- Configurable rotation: SIMPLE or SNAKE
- The manager can resend invitations or revoke access individually
- Append-only audit log with hash chain (tamper-evident)
- PDF adjudication record signable with eIDAS electronic signature
DeliverablePDF adjudication record with eIDAS signature, exports for the court and full audit log.
Legally usable deliverables
The whole proceeding is documented in structured formats, ready to file with the court or to archive as evidence.
- Initial inventory record (PDF + XLSX)
- Snapshot of preferences digitally signed by party (eIDAS)
- Draw record with cryptographic verifiability (HMAC-SHA256), signed
- Adjudication record with eIDAS electronic signature and all assigned items
- Full audit log (every action with author, date and hash)
- CSV/XLSX exports to file with the proceedings
Ready to see the flow live?
In the demo environment you will find a case file with parties, items and preferences already loaded so you can walk through the six phases from start to finish.