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Case Management

Case Management

Removing risk and maximising profitability by blending Case Management with workflow.

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Eliminating risk, reducing administration, enhancing efficiency

Many law firms struggle to ensure that client cases are managed in a consistent, high-quality manner that reduces risk, cost, and demand on existing resources. In part, this is because each member of staff may adopt a different approach to each client and the type of work they undertake. This can result in inconsistency, poor client outcomes, business risks, and the wastage of time and precious resources. Ochresoft mitigates all of these concerns by bringing together intelligent automation, tailored workflow, and comprehensive case management through its Intelliworks software.

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How does Intelliworks help?

Ochresoft has streamlined all aspects of law firm Case Management, from the onboarding of a new client to the completion of their matter.

Our Case Management technology has been designed by lawyers for lawyers to make it easy to deliver excellent client care in a range of practice areas while maximising efficiency and profitability.

Intelliworks Case Management functionality ensures that your firm’s work can be handled within a single system and using managed workflow. Information gathered and entered at the start of a case is carried forward into the later stages to reduce data entry and repetition of work.

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Benefits of Ochresoft’s Case Management


Cases are managed in a consistent and efficient manner regardless of the type of work and the practitioner overseeing its progress


Case Management is combined with automated workflow to reduce the demands on your legal team


Ensures that your law firm provides consistent advice and experience to your clients


Full compliance with UK and EU Data Protection requirements. Fully compatible with the standards defined by Lexcel, the Law Society Conveyancing Protocol, and the Wills and Inheritance Quality Scheme


Access to letters, documents, and forms library


Provides tasks and reminders to ensure the timely progression of all matters


Full audit, trackability and suite of management reporting




Highly secure encryption technology that ensures client data is safe from theft or misuse

About Ochresoft

Ochresoft, part of Landmark Information Group – the largest property and land data business in the UK – is a leading workflow and case management solution designed by lawyers for legal firms, in the areas of conveyancing and private client.

Our purpose and mission is to remove complexity and uncertainty from transactions while making them smoother, faster, and more secure for all law firms. When it comes to compliance, you can relax in the knowledge that Ochresoft is compliant with the rigorous requirements of Lexcel, the Law Society Conveyancing Protocol, and the Wills and Inheritance Quality Scheme. We are ISO9001 and ISO27001 accredited.

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“It was a huge relief to find a ready-to-go system with a comprehensive workflow, well-authored library and regular content updates, all there in one tidy package.”

John Turner, Head of Residential Property, Key Conveyancing