The process, in detail
The complete succession law firm workflow. No gaps.
This page explains how LexPartis works in practice: what each module does, how they connect, and what happens step by step in each legal scenario. No demos. No marketing. Real workflows.
System architecture
Everything connected. No information silos.
The modules are not standalone tools. The CRM feeds the case file, the case file feeds the tax engine and LexIA, and the signature closes the loop. One case file, all the tools.
CRM
Leads · Clients · Mandates
360 Case File
4 types · Guided phases · Documents
Sucesiones 360
IHT · Capital gains · 17 regions
LexIA
AI assistant · Legal citations
Distribution Room
HMAC draw · Preferences · Lots
eIDAS Signature
Advanced level · 27 EU states
Firm KPIs
Cases · Deadlines · Activity
Real cases
Four scenarios where LexPartis makes the difference
These are not demos. These are situations a succession law firm faces every week.
95% reduction on the inheritance tax base
The father dies leaving shares in a family limited company. Without planning, the three heirs pay tax on the full market value of the shares. With LexPartis, the engine automatically detects that the requirements of Art. 20.2.c) LISD and the DGT ruling are met: main activity, more than 50% of assets in business use, and shareholding above 5% individually or 20% as a family group.
Result: Tax base: €1,400,000 → €70,000 after 95% reduction. Total tax saving: ~€120,000.
How LexPartis handles it
- 1The case file collects data on the deceased and the shareholders.
- 2Sucesiones 360 requests the business relief requirements: % of business assets, shareholding and remuneration.
- 3The engine verifies all three requirements of Art. 20.2.c) and applies the reduction automatically.
- 4LexIA explains the applicable doctrine and cites the relevant DGT ruling.
- 5The IHT report includes the applicable regulations, ready to submit to the tax authority.
Distributing household chattels without an in-person meeting or mediator
Four siblings inherit the deceased's household chattels: the living room furniture, the family porcelain dinnerware, appliances, the master bedroom and personal effects. Two of them want the dinnerware and the bedroom. In an in-person meeting, deadlock is guaranteed. Household chattels — everyday movable property — are not the real estate or financial assets: those go into the partition memorandum. LexPartis activates the Distribution Room for this type of distribution: each heir votes privately, without seeing the others' preferences.
Result: Distribution completed in a 45-min session. PDF record digitally signed by all four heirs. No additional mediator. Cost of conflict: zero.
How LexPartis handles it
- 1The lawyer creates the chattels case file and enters each movable item: furniture, dinnerware, appliances, personal effects.
- 2Each heir receives a unique link to vote their preferences privately (encrypted hashes, invisible to others).
- 3LexPartis generates the HMAC-SHA256 seed by combining the sealed hashes of all preferences.
- 4The draw determines the order of choice. The result is mathematically verifiable by any third party.
- 5Each heir chooses one item per turn. The PDF record with the result is electronically signed with eIDAS.
The deceased resided in Catalonia. Heirs ask why they pay 130 times more than if the father had lived in Madrid.
The region competent for inheritance tax is the one where the deceased habitually resided at the time of death — not the heirs' region. Once the person has died, that competence is fixed: Catalan regulations apply without exception. Rates, reductions and allowances vary radically between regions: in Catalonia, a direct heir is taxed at ~8-17% with almost no allowances; in Madrid or Andalusia the bill would be practically zero. The lawyer cannot change anything, but can explain it rigorously. LexPartis calculates the tax in all 17 regions so that the report answers the uncomfortable question with data, not opinions.
Result: Catalonia: €38,200. Madrid (hypothetical): €280. Difference: €37,920. The comparative report closes the conversation with specific legal arguments.
How LexPartis handles it
- 1The case file records the deceased's habitual residence, the heirs and the taxable base.
- 2Sucesiones 360 runs the tax engine for all 17 regions simultaneously.
- 3Each calculation applies the regional reductions and allowances for that region.
- 4The comparative report shows the actual tax bill (Catalonia) against the hypothetical bills for other regions on a single screen.
- 5LexIA justifies the regional competence under Art. 28 LISD and EU Regulation 650/2012: the deceased's habitual residence determines the applicable law, not the heirs' residence.
The client is 71 years old, has €7.5M in assets and lives in Catalonia. They want to know how much IHT they will save by changing their domicile.
For large estates, the region where the deceased resides is the single most determinative tax variable of the entire succession. In Catalonia, direct heirs are taxed at rates of up to 32% with a reduction of only €100,000 per heir and no tax allowance. In Madrid, the 99% allowance on the tax bill for direct heirs (Group II) turns the same inheritance into an almost negligible tax burden. The difference is not marginal: it is the difference between liquidating assets or not. LexPartis simulates the tax in all 17 regions using the client's real estate and generates a report that the lawyer can present as the basis for a well-founded planning decision, with timescales, amounts and regulations.
Result: Catalonia (current situation): ~€2,050,000. Madrid (after 5 years of effective residence): ~€20,500. Potential saving for heirs: ~€2,030,000. The move must be genuine — registration, daily life, activity — not merely administrative.
How LexPartis handles it
- 1The lawyer creates a simulation case file with the client's current estate, residence and composition of heirs.
- 2Sucesiones 360 calculates the IHT bill in all 17 regions applying current regional reductions, allowances and rates.
- 3The simulator compares the current tax bill (Catalonia, ~€2,050,000) against the target scenario (Madrid, ~€20,500) and intermediate scenarios.
- 4LexIA explains the legal requirement: 5 years of continuous effective habitual residence (Art. 28 LISD), and warns of the collateral implications for personal income tax, capital gains and fiscal residence of the move.
- 5The planning report covers the regional comparison, the required timeframe, the potential saving and the collateral tax risks: the client decides with all the information on the table.
Before / After
The workflow that changes with LexPartis
IHT calculation in 17 regions
Manual spreadsheet, regional tables, 1-3 hours per case. High risk of error in regional allowances.
Deterministic engine. Result in seconds. 17 regions calculated simultaneously with current regulations.
Family business (Art. 20.2.c LISD)
Manual review of regulations, checking each requirement, risk of missing the reduction.
Automatic detection. The engine verifies all three requirements and applies the 95% reduction where applicable.
Distributing chattels among heirs
In-person meetings, arguments, risk of deadlock. Outcome: external mediator or litigation.
Digital room with private preferences and verifiable cryptographic draw. PDF record ready to sign.
Signing records and partition memoranda
Printing, physical travel, scanning and paper filing. Weeks of processing.
Remote eIDAS signature. Valid in 27 EU states. Record ready for court without further steps.
Tracking tax deadlines
Manual diary reminder. A missed deadline may trigger surcharges of 25% or up to 150%.
Automatic alert with days remaining. Visibility in firm KPIs. No missed deadlines.
Legal query from heir or client
Manual research in Civil Code, LISD, regional law. 30-60 min per complex query.
LexIA answers in seconds with the exact article cited, linked to the active case file.
Under the hood
How some of the main engines work
Determinism, cryptography and legal traceability. No calculation is a black box.
Tax engine
IHT Engine
The same input always produces the same output. The engine is a pure deterministic function: given the deceased's profile, heirs and assets, the calculation is reproducible and identical at any point in time.
Cryptography
HMAC-SHA256 Draw
No heir can know another's preferences before the draw. And nobody — not even the system — can alter the result. The order of choice is mathematically contestation-proof.
Sealed preferences
Each heir votes privately. Preferences are hashed individually before being sent to the server.
Combined seed
The draw seed is HMAC-SHA256(concat(hash₁, hash₂, … hashₙ), server_key). Nobody knows it in advance.
Deterministic order
The seed determines the order of choice. The calculation is reproducible: any third party can verify it with the published data.
Immutable record
The result and seed remain in the append-only log. Contesting it would require breaking SHA256 — computationally infeasible.
Digital signature
eIDAS Chain
Advanced-level electronic signature under eIDAS Regulation (EU) 910/2014. Full validity in all 27 member states. No additional certification required for use in court proceedings.
Document hash
SHA-256 of the signed PDF — any alteration invalidates the signature
TSA timestamp
Certified timestamp from a qualified timestamping authority
Signatory data
Device certificate + user authentication data
Signature certificate
Issued by a qualified trust service provider (QTSP) recognised under eIDAS
Audit log
Append-only log with chained hash on every signature
The process
From death to adjudication
A step-by-step guided flow for the lawyer, the notary and the heirs. No missed steps, no missed deadlines.
Death and case opening
Register the deceased and the title to succession — will or intestacy declaration. LexPartis automatically assigns the legal phases and statutory deadlines.
Heirs identified
Identify all persons called to inherit: heirs, legatees and forced heirs. The family graph visualises kinship and the succession order.
Acceptance or renunciation
Each heir decides whether to accept — unconditionally or with benefit of inventory — or to renounce. Formalised by signing the acceptance deed.
Inventory and valuations
Full catalogue of the estate's assets and liabilities. Expert valuations, registry certificates and linked documentation for each asset.
Heirs meeting
Meeting of the heirs to determine, review and validate the inventory. All agreements are recorded and linked to the case file.
Partition ledger
Preparation of the partition ledger: forced-share calculations, collation, allocation lots and monetary compensations. The engine detects indivisible assets.
Chattels distribution
Live distribution of household goods and movable property. Cryptographic draw (HMAC-SHA256) for the selection order, with each heir's confidential preferences.
Inheritance tax (ISD)
Self-assessment of inheritance and gift tax. Fiscal report with the liability per autonomous community, applicable reductions and allowances. Deadline: 6 months.
Deed, registration and delivery
Elevation to public deed before a notary. Registration in the Land Registry and cadastral update. Effective delivery of assets to each heir.
Household chattels
EjemploHow household chattels distribution works
For files with asset distribution, the guided process covers inventory, preferences, verifiable draw, and live allocation.
- 01Phase 01
Opening of the case file
The process begins with the creation of a single case file for the distribution of the family personal estate (ajuar), identified with the deceased details, date of death and the movable assets to be distributed. This is a consensual procedure agreed upon by all heirs, without judicial intervention: the lawyer acts as an impartial facilitator. From here 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: deceased, date of death and assets
- 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 partiesDeliverable
Case file created and accessible only to authorised people.
- 02Phase 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 propertyDeliverable
Definitive list of parties that will take part in the draw and adjudication.
- 03Phase 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 captureDeliverable
Closed inventory exportable as the initial record of items to be adjudicated.
- 04Phase 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 orderDeliverable
Signed snapshot of preferences from all parties, ready for adjudication.
- 05Phase 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 recordDeliverable
PDF draw record with verifiable initial order and entry in the audit log.
- 06Phase 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
Deliverable
PDF 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.
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