Right Legal Group builds quality wills with Intelliworks
Nationwide will and probate experts Right Legal Group uses Intelliworks’ wills workflow to easily build, adapt and manage its differentiated wills service.
The situation
Headquartered in Derby, Right Legal Group has 10 locations across the UK and specialises in wills and probate.
Right Legal Group delivers a differentiated will service, that starts with the client’s life story. Alongside the will itself, clients are encouraged to leave a personal legacy by creating statements for funeral wishes, share their hopes for the care of children or pets, and leave pearls of wisdom and letters to friends and family. But the service doesn’t end there: Right Legal Group checks in with clients every two years to check that their will and wishes are still relevant, providing the option to update the documents if there has been a change of circumstances.
The solution
Right Legal Group has been using Intelliworks from Ochresoft on the wills side of the business for more than five years. The case management software is used not only by the company’s branches, but also partner law firms that franchise the Right Legal Group ‘rightwill’ model.
Intelliworks forms the basis for Right Legal Group’ will process, allowing the team to easily collate and access client data to complete the necessary fact-finding and build the will, inserting the relevant clauses to meet each individual client’s needs and wishes. The will-drafting product produces expert wills instantly, with built-in best practice processes that exceed the Law Society’s WIQS quality protocol. For Right Legal Group, an SRA-regulated firm, high quality outputs and reducing the chance of errors is particularly important.
“Our motto is that we keep families together. We believe that the service we provide and how it affects families makes us different. We can’t afford for there to be errors in those documents and Intelliworks minimises that risk.” – Philip Jones, Director of Information Security, Right Legal Group
Right Legal Group first selected Intelliworks as the best choice of wills software when the business was growing to where it is today, and when it did not yet have a large IT team. But Intelliworks’ simple and intuitive interface and logical workflows were easy for users to navigate and the number of users across the company has grown significantly over the years.
The result
Right Legal Group has grown year on year, even during the Covid-19 pandemic period, and Intelliworks has helped power the expanding team as they deliver thousands of personalised, accurate and compliant wills each year.
The business’ IT function has found that, with proactive and expert systems support from Ochresoft, problems and queries can be quickly resolved. Now, as the business looks ahead to its next phase of growth, Ochresoft is by its side to help it deliver legal certainty and a legacy of personalised wishes for every client.
“We understand just how important a will is, and how it affects entire families. We’re proud to help Right Legal Group to deliver their outstanding wills service to their customers with our Intelliworks wills workflow. Its comprehensive monitoring, reporting and audit trail tools are particularly well suited to their approach of reviewing each will regularly.”
Alastair Waters, Head of Legal Product Solutions, Ochresoft