FAQ

Who are OchreSoft Technologies?

OchreSoft Technologies are a leading case management and workflow solution provider. We offer a case management system used by law firms for conveyancing, as well as applications such as remortgage, wills and probate. OchreSoft has been building expert workflows for over six years, initially starting as a research project.

What is Intelliworks™?

Intelliworks™ is our flagship product, a comprehensive framework based on the latest industry standards for delivering high quality workflow and content.

Is Intelliworks™ restricted to large practices?

No. Intelliwork™ is flexible and adaptable. Whether you are a sole practitioner or a multi-office firm, OchreSoft products are suitable for your practice, and what better way to pay for case management than pay as you use.

How much does it cost?

After initial installation and set up costs, Intelliworks™ is charged on a 'pay as you use' basis, per matter entered on to the system. Many clients find that the money and time saved quickly cover these initial costs.

Can I have my own letterheads within the system?

Yes. As part of the installation and training process, OchreSoft import your letterheads and billing templates onto the system so you are ready to go immediately with your own preferred document style in a familiar format.

How easy is it to load new cases?

Very easy. The system includes a step-by-step ‘inception’ wizard and starting a new case is simple.

How will Intelliworks™ benefit the client?

If required, clients can view the progress of their cases through our secure internet web portal called VirtualFirm. This will reduce the amount of incoming calls you receive from your clients and improve your relationship with them. At key milestones the system will prompt for actions which will shorten the process and keep clients informed.

What do you charge for support?

Absolutely nothing. Our support is included in the fee and is available Monday – Friday 9am – 5.00pm.

Will I have to pay for upgrades to the system?

No. All upgrades are provided free of charge.

How is it installed?

Installation depends whether you choose the Intelliworks™ Online or Intelliworks™ Onsite package. Either way, we will take care of everything for you during the installation at your office.

I am the practice manager, will the system allow me to view everybody’s caseload?

Yes. Additionally, you can view each fee earner's caseload individually.

Why do I need Intelliworks™?

Intelliworks™ brings major benefits through high levels of automation, built in expertise, and a risk-managed process. Ultimately, these benefits enable you to save time, money and reduce risk, whilst employing best industry practice in applications such as residential conveyancing. Our existing customers have found these benefits significant. Click Here for customer testimonials.

Can Intelliworks™ be installed on my local server?

Yes. Intelliworks™ can be purchased as a stand-alone client server application and run locally on your premises. In this instance, you will need to update and maintain the platform, (we will update our software automatically for you).

Can I use the Internet to access Intelliworks™?

Yes. You can access Intelliworks using our Intelliworks™ Online service. We install only client software on your local machines. From that point on the system will automatically update itself over the Internet.

What are the minimum IT requirements for Intelliworks™ if installed onsite?

In order for you to get the most out of the system and for us to remotely support your installation, you will need a business broadband connection with a static IP address. Your operating systems and PC platforms also must be within our accepted list. We have tested a broad range of platforms, but if you have any questions please don't hesitate to contact us.