Intelliworks™ Conveyancing. The most comprehensive conveyancing solution on the market today

Our Intelliworks™ Conveyancing workflow is the most in-depth expert workflow solution available on the market today, offering proven return on investment (ROI) with extensive built-in risk management and control. No other workflow in the market comes close to the level of care and attention to detail we have expended on this workflow.

Everything you need is Built in

Key features of our Intelliworks™ Conveyancing workflow include:

• Over 700 pre-prepared automated letters and documents covering Sale and Purchase
• Near-real-time automated updates for legal content and workflow process
• Extensive designed-in risk management through task automation
• Integrated Identity checking to support compliance
• Integrated Laserforms (with automatic updates)
• Integrated Customer Relationship Management (CRM), enabling re-use of client and contacts across all cases and workflows

In addition, our Purchase workflow is supported by our integrated SDLT Online service, enabling fully automated Stamp Duty Land Tax (SDLT) submissions to be sent direct to the HM Revenue and Customs gateway.

With Intelliworks™ Conveyancing you have access to a proven solution right out of the box, enabling you to start work on matters straightaway. There is no need for additional consulting or tailoring, no searching for the correct letter to use, we’ve done all the hard work for you, so you can get on with making conveyancing pay.

Ready to go

Our Conveyancing workflows are fully-developed and ready to go. There are no complex IT requirements, and no need for any expensive consulting to get your system up and running. We work with you to customise your letters immediately prior to deployment and after your initial training you will be able to put live cases on the system straightaway.

Always up to date

We recognised very early on that it is critical to maintain accurate, up-to-date legal and financial content and process. We therefore designed-in a number of features at the outset to help make this process automatic and seamless, ensuring that you remain compliant with all the latest changes.

• We provide automated updates to ensure that our workflow adheres to the latest legislation and guidelines where applicable, and Land Registry processes
• We provide automated updates to ensure the workflow has access to current financial data (e.g. VAT rates, Stamp Duty rates etc.)
• Our in-house solicitors monitor changes in legislation, practice and procedure to ensure we keep the workflow and content consistently up to date
• Our customer network provides us with practical intelligence on a daily basis which we can analyse and pass on to you

Fully Risk Managed

We pride ourselves on the level of attention to detail we take in designing risk management into all our workflows. Risk management has several major benefits, including increased confidence in process automation - meaning that you get tasks done faster because you know they are being handled properly, and clear demonstrable control – assisting your compliance needs. Key points to note are:

• Our mature and well standardised processes significantly reduce the likelihood of claims. Users are led through the workflow with regular prompts and reviews to assure processes are followed appropriately
• All our workflows provide a complete audit trail of every task done, by whom, and at what time
• Our reporting procedures enable proper supervision of all fee earners by senior management, even where staff are located in different offices
• Conveyancing is the single largest source of claims against PI insurance. Our solutions demonstrate consistent governance and control, and may help you obtain preferential rates

Saving time, saving money

Through our continuous program of business process optimisation we have designed-in features to improve efficiencies wherever possible whilst decreasing risk, enabling you to focus highly skilled staff on more complex matters:

• Our extensive library of built-in letters and forms saves time in dictation and typing, and in searching for suitable precedents
• Document automation saves considerable time in editing and adjusting letters; our documents are automatically pre-populated and adjusted as the case progresses
• Disbursements are automatically picked up and can therefore be recovered – with no more write-offs
• At any time you have instant visibility of the current state of a case. By using the detailed task list client queries can be answered quickly without costly ‘call backs’
• Risk management features are designed-in from the outset, enabling you to have complete confidence in the process, with the knowledge that you have complete audit traceability throughout. Strong governance is critical for driving down insurance premiums

These designed-in efficiencies all help you to drive down costs and increase profitability. If you would like to see how our return on investment (ROI) model works to meet your specific needs please contact our sales team and we will be happy to help.

In fact, many of our users have been able to save as much as 10% off the bottom line by implementing Intelliworks™, and reviewing the way that they handle conveyancing.

Leading indemnity insurers point to conveyancing as the single largest source of claims by number of claims. With its standardised letters, documents and processes, Intelliworks™ Conveyancing can eliminate the mistakes that can happen when working under pressure and tight deadlines. Our designed-in risk management features enable you to have total confidence in the process, and clearly demonstrate control and audit procedures needed for compliance.

Technical Specification

Key features include:

• Client data capture
• Over 700 pre-prepared letters and documents
• Fully specified Sale processes, including:
  • Title information received
  • Issue contract papers
  • Replies to enquiries received
  • Mortgage redemption
  • Risk managed exchange & completion
  • Discharge documents/notification of END received
• Fully specified Purchase processes, including:
  • Title information received
  • Contract papers received
  • Request searches
  • Assess readiness for exchange
  • Mortgage offer received
  • Report to client
  • Risk managed exchange & completion
  • Automated SDLT electronic submission (optional)
  • Prepare registration
• Integrated Laserforms
• Integrated Identity Checks
• Full audit trails of all key activities by user, by time