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Integrated Business Tools

Intelliworks desktop integration makes everyday case management tasks a breeze.

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One of the day-to-day challenges for any legal practitioner handling conveyancing, private client, or other legal work is the sheer volume of applications they need to use and the lack of integration between them.

This might include transferring information into a spreadsheet, case information into an email, or details into a legal form. Intelliworks brings all case management tasks under a single workflow platform, but where it is necessary to use an external application, we have made this as simple as possible.

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Integration Process

Ochresoft’s case management and workflow solution Intelliworks, links with many of the main legal partner systems allowing the seamless transfer to and receipt of information vital to client cases. Our API integrations add to our workflow and Case Management functionality by allowing users to:

  • Onboard new cases - Intelliworks allows the details of new clients to be onboarded from external systems, such as Countrywide and Connells, by utilising our built-in Instructions and Milestones Manager
  • Create new cases in other systems – Intelliworks will integrate with your existing onboarding system to transfer the details of new clients to our software
  • Intelliworks provides API access for integrations from other applications. This reduces re-keying of data by creating cases in Intelliworks directly from your other corporate systems.
  • Seamlessly transfer information - to and from desktop applications such as Microsoft Word, Excel, and Outlook
  • Integration with Office 365 - allows emails to be sent via Outlook directly from Intelliworks
  • Automated text messages - can be setup at key points to update conveyancing clients with information and case progress status
  • Generate legal forms - pre-populated with data from within your cases
  • Seamless embedding of workflows - within your desktop Office Suite
  • Easy exporting of data for reporting purposes

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.

Learn more about Ochresoft