Want peace of mind that your private clients are receiving the best service possible?
Private Client departments are trusted to handle a diverse range of important and often sensitive legal matters, including probate and estate planning. For any law firm with a Private Client department, the challenge is dealing with every client instruction in a consistent, professional, and efficient manner, while catering for variations in requirements.
Ochresoft’s General Private Client Workflow solution has been created by lawyers who understand how automation can make the end-to-end client journey more efficient, professional, consistent, and timely. By automating the workflow of Private Client work, significant cost savings can be achieved, staff workloads reduced, and errors eliminated. In turn, the return achievable on Private Client work is maximised, while improving the overall quality of service provided.
This workflow offers a true ‘win-win’ for law firms.
How it works
Private Client workflow solution
Automatically updated with the latest changes in law, legislation, and best practice
Integrated systems, instantly accessible documents, full audit trails
Dedicated Account Managers, legally qualified Trainers, and a proactive and friendly Helpdesk
ISO9001 and ISO27001 accredited. Members of the Institute of Customer Service and the Legal Software Suppliers Association
How Ochresoft’s General Private Client Workflow will transform the way you work
What people are saying about Ochresoft
Jenny Woodruff of Wilson Browne Solicitors on using Ochresoft’s Intelliworks software.