{"id":7844,"date":"2026-06-29T17:22:01","date_gmt":"2026-06-29T15:22:01","guid":{"rendered":"https:\/\/onlu.ch\/digitize-routine-cases-and-reduce-the-workload-on-specialists\/"},"modified":"2026-06-29T17:50:05","modified_gmt":"2026-06-29T15:50:05","slug":"digitize-routine-cases-and-reduce-the-workload-on-specialists","status":"publish","type":"post","link":"https:\/\/onlu.ch\/en\/digitize-routine-cases-and-reduce-the-workload-on-specialists\/","title":{"rendered":"Digitize routine cases and reduce the workload on specialists"},"content":{"rendered":"\t\t
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Most probate cases aren\u2019t legal conundrums\u2014they\u2019re standard cases: clear family relationships, manageable assets, and no business succession. Nevertheless, they often end up on the desks of expensive specialists or get put on the back burner because client advisors feel uncertain about property and estate law. When standard cases are pre-screened digitally, this burden shifts noticeably: routine tasks are handled quickly and systematically, and specialists\u2019 limited time is directed toward where it creates the most value. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Many inheritance cases are routine cases<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The median estate in Switzerland is around 170,000 francs, and many situations are straightforward: a surviving spouse and joint children, clear financial circumstances, and no international implications. In such cases, there is no need for an absolute expert; a structured process and well-trained advice are sufficient. Only the complex minority of cases\u2014such as business succession, blended families, cross-border assets, or contentious divisions\u2014warrant the involvement of expensive specialists. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Characteristic<\/th>Standard Case<\/th>Complex case<\/th><\/tr><\/thead>
Typical Situation<\/td>Spouse and children, clear circumstances<\/td>Business succession, blended families, cross-border, contentious<\/td><\/tr>
Needs<\/td>A structured process and expert guidance<\/td>Specialists<\/td><\/tr>
Role of Prequalification<\/td>Clarifies many issues right from the self-service stage<\/td>Provides a prepared, context-rich introduction<\/td><\/tr>
Value<\/td>Fast, scalable, cost-effective<\/td>High and lucrative\u2014deserves full attention<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Hidden Problem: Routine Cases Tie Up the Most Expensive Employees<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Today, banks generally face two unsatisfactory options. Either specialists handle even the simple cases\u2014at high cost and with poor scalability\u2014or the cases are left unaddressed because generalists avoid the issue. Both approaches come at a cost: In one case, valuable capacity is tied up in routine tasks; in the other, no early connection is established with the next generation of heirs\u2014and that is precisely when there is a risk that assets will be lost upon inheritance. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Use digital prequalification instead of blocking<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tThe solution isn’t to hire more specialists, but to sort the cases properly. Digital pre-qualification does exactly that: \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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