Reading-based full-service law firm Boyes Turner has selected the Ochresoft Intelliworks Private Client workflow suite to centrally manage its probate, wills and lasting powers of attorney cases.
Boyes Turner will use the cloud-based system to manage all private client work in these areas, removing the need for manual spreadsheets and enabling the team to centrally track, manage and review cases.
Rachael Tomkins, Project Management Officer at Boyes Turner, said:
“We are continually focused on providing our clients with a secure and effective service, and so we were looking for a centralised system that would be easy to use, that provides complete visibility on every case and that was more advanced than manual reporting and spreadsheets. As a family-friendly and forward-thinking employer, we also wanted a system that offers flexibility for logging in remotely. On each aspect, Ochresoft’s Intelliworks has proved itself ahead of the game.”
Intelliworks Private Client manages all documents and accounting related to every case and includes the Legal Library, a virtual repository for forms, documents and letters. It is also compliant with the Society of Trust and Estate Practitioners (STEP) and the Wills and Inheritance Quality Scheme Accreditation (WIQS).
Boyes Turners’ Rachael adds:
“This tool cuts down on data duplication and other errors by bringing information together so nothing is forgotten or double-keyed, and provides complete transparency to our team. Client contacts, wills, asset and liability details, financial transactions, estate distribution to beneficiaries and more are all stored in one place, which can be securely accessed from any browser.
“The system also automatically produces R185, R185s and C4 corrective accounts, saving the team a great deal of time. Intelliworks has given us complete transparency – and was extremely quick to set-up and use, with minimal maintenance due to it being a cloud-based solution.”
Robert Sanderson, Managing Director at Ochresoft, said:
“We are delighted to have supported Boyes Turner in adopting our workflow suite for its private client work. Intelliworks is designed to be simple to use and requires minimal training to use – it’s very intuitive and this is welcomed by firms who don’t have the time to spend learning a cumbersome system; they need to hit the ground running. We helped them do just that – in just three weeks, Boyes Turner signed up to Intelliworks, the solution was delivered, staff were trained and new cases were being added.”
For more information regarding Ochresoft or to request a demo of the Intelliworks case management platform contact us.