Best-Practice Workflows

 

Our range of legal applications deliver real value from the first day they are installed. We consult with leading practitioners in each field to ensure that both the workflow, and all associated content, are of the highest quality, and deliver measurable productivity benefits. As part of this process, we also ensure that risk management features are built into the system from the outset. 

 

Available Workflows

The following workflows are available:

• Residential Conveyancing (Sale and Purchase)
• Remortgage
• Wills
• Quotes 
• Probate

 

Integrated Applications

As part of intelliworks, we include a number of integrated CRM applications and services that can be used across all cases for all workflows. These include:

• Client Management
• Contact Management
• Properties
• SDLT Online
• Reporting/Analytics

 

We also interface with all the usual office applications plus a number of standard interfaces specific to the legal sector, including Microsoft Word, Microsoft Outlook, Laserforms, Microsoft MailMerge, Microsoft Excel (via CSV) and more.