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"From both a management and a staff point of view, the system is very impressive.” 

Karen Herbert, Gwyn George Partnership

You are here: Home > About OchreSoft > Frequently Asked Questions

Frequently Asked Questions

 

Q: Who are Ochresoft Technologies?

A: 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.  

 

Q: What is Intelliworks?

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

 

Q: Is Intelliworks restricted to large practices?

A: No. Intelliworks 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.  

 

Q: How much does it cost?

A: After initial installation and set up costs, Intelliworks is charged on a 'pay as you use' basis, per matter entered on to the system. Most of our clients pass this cost on to the consumer by way of an ‘e-conveyancing’ disbursement so therefore the cost to the firm is nil.  Many clients find that the money and time saved quickly cover these initial costs.

 

Q: Can I have my own letterheads within the system?

A: 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.  

 

Q: How easy is it to load new cases?

A: Very easy, the system includes a step-by-step ‘inception’ wizard and starting a new case is simple.

 

Q: How will Intelliworks benefit the client?

A: If required, clients can view the progress of their cases through our secure internet web portal called Virtual Firm. 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.

 

Q: What do you charge for support?

A: Absolutely nothing, our support is included in the fee and is available Monday – Friday 9am – 5.00pm.  

 

Q: Will I have to pay for upgrades to the system?

A: No, all upgrades are provided free of charge.  

 

Q: How is it installed?

A: Installation depends on if you choose the self-hosted or ASP model.  Either way, we will take care of everything for you during the installation at your office  

 

Q: I am the practice manager, will the system allow me to view everybody’s case load?

A: Yes.  Additionally, you can view each fee earners case load individually.

 

Q. Why do I need Intelliworks?

A. 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.  See here for customer testimonials.

 

Q. Can Intelliworks be installed on my local server? 

A. Yes. Intelliworks can be purchased as a standalone 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).

 

Q. Can I use the Internet to access Intelliworks?

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

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

A. 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:

 

Tel: +44 (0) 1793 836736

Fax: +44 (0) 1793 836747

Email: support@ochresoft.com


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