A practical guide for private client partners

From technology overwhelm to confident adoption

Written specifically for senior private client partners, this guide focuses on helping law firms move forward with clarity.

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Smarter contract packs, smoother transactions

Contract Pack Vault

Contract Pack Vault is an altogether better way to accurately prepare and securely share your conveyancing contract packs – automating and simplifying the process so you can ensure quality and completeness every time.

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Conveyancing workflows

Practice safely and stay secure

Ochresoft’s workflow and integrated case management system keeps transactions running smoothly – reducing delays, improving client satisfaction and maximising profits

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Private client workflows

Placing technology at the heart of Private Client Services

Private client legal practice requires delivery of high quality customer care and client satisfaction. Ochresoft understands the challenges providing legal service brings.

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Explore our services

Enabling your team to provide smoother property transactions

Intelliworks brings together trusted conveyancing workflows within our case management software, shaped and continuously maintained by lawyers for lawyers. The workflows are designed to support high standards of service, robust risk management and compliance across the conveyancing sector.

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Case Management

Eliminate risk, reduce admin and enhance efficiency

About Ochresoft

The history of Ochresoft and Intelliworks

Enabling your team to provide smoother matters

Intelliworks’ private client workflows are designed and maintained by practising lawyers. Embedded within our case management system, they support compliant, consistent and useful ways of working across private client matters.

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Workflow as a Service

Automate client work for maximum return

News & Insights

Read our blog for the latest news & industry insights

Compliant

Automatically updated with the latest changes in law, legislation, and best practice

Smooth

Integrated systems, instantly accessible documents, full audit trails

Support

Dedicated Account Managers, legally qualified Trainers, and a proactive and friendly Helpdesk

Trusted

ISO9001 and ISO27001 accredited. Members of the Institute of Customer Service and the Legal Software Suppliers Association

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Every detail covered
Every risk eliminated

Ochresoft workflow software for conveyancing and private client teams takes care of every detail of every file, to make you more efficient and grow your business.

It’s comprehensive, so nothing is forgotten. It’s written by lawyers and comes with ‘Intelliworks Smart Updates‘ so you know you’re always compliant. It improved one law firm’s conveyancing gross profit by 45%.

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