Intelliworks Probate - the intelligent probate workflow solution
In today’s competitive marketplace, an increasing number of firms are focussing on probate work to boost income. However probate cases can be complex to administer and control, typically taking six months or more to complete. OchreSoft’s Intelliworks® Probate is a comprehensive probate case management solution designed to streamline and automate the probate process, including the production of estate accounts, whilst keeping you in control of data and documentation.
With OchreSoft Intelliworks Probate you can be sure you are getting a product that is founded on decades of expertise in best probate practice. Designed by expert probate practitioners, Intelliworks Probate has been developed following extensive market research and work flow analysis and with more than 5000 man hours of development.
Intelliworks Probate does not constrain the way in which you handle probate, but offers greater efficiency in processing probate cases. Users have the flexibility to choose to follow the complete workflow process or just choose the processes relevant to a particular case. The simple work flows guide you through the complete Probate process, drawing from hundreds of standard precedents, and storing all documentation with the relevant case. This saves considerable time and effort, reduces the risk of error, and importantly enables the delegation of routine tasks. Additoinally, Intelliworks Probate includes a fully integrated estate accounts package that complies with STEP guidelines.
Intelliworks Probate automates the process of the complex probate enquiries and transactions and automatically produces estate accounts at a touch of a button. IHT forms and other legal precedents are built in and you can be confident that all documentation meets the latest standards and legislation requirements as precedents are automatically updated as changes occur.
What’s more, your firm will receive an impressive return investment from the outset. Unlike other systems that have high capital costs and take months to implement, Intelliworks Probate is delivered as web service on a Pay per Case basis. This offers low start up costs, which together with a simple installation process means that the benefits can be realised immediately.
Our Intelliworks Sales and Purchase case management software has been making legal firms more efficient for more than six years and Intelliworks Probate is the next logical step.
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