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Case Management

General Matter Workflow

An extensive and flexible workflow solution for all of your law firm case management needs.

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Ensuring your valued clients receive a consistent, professional, and efficient service across your law firm.

For multi-disciplinary law firms it can be a real challenge to embed robust, consistent, and efficient processes that ensure client work is handled to the same high standard no matter the type and complexity of work, and who is undertaking it. Ochresoft’s General Matter workflow overcomes all of these challenges by guiding your team members through predefined processes that can be tailored to each type of service you offer.

Ochresoft’s General Matter Workflow has been created by lawyers who understand how automation can make the end-to-end client journey more efficient, professional, consistent, and timely. It uses the same Intelliworks eco-system as our specialist workflows (e.g. conveyancing and private client), giving law firms the ability to access all their cases in one place.

Ochresoft’s General Matter Workflow is an ideal solution for legal practitioners handling a broad range of legal matters in addition to our dedicated conveyancing and private client workflows. Our workflow benefits from built-in client onboarding features and robust risk management tools, to support lawyers handling a diverse range of legal work.

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How it works

With Ochresoft’s General Matter Workflow

Collaboration is achieved across all departments through a single case management platform, providing significant cost savings, reducing staff workloads, eliminating errors, ensuring consistency and quality, and maximising return.
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With Ochresoft’s General Matter Workflow

Our solution uses the feature-rich tools in Intelliworks ensuring that all cases types and matters can be accessed, progressed, and reported on in the same consistent way.
About Ochresoft Contact us