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Intelliworks Quotes testimonial

“INTELLIWORKS QUOTES”

TESTIMONIAL – Painters Solicitors

From its offices in Stourport and Kidderminster, Painters Solicitors provides comprehensive and expert legal services across a range of legal areas, including Property (Residential and Commercial), Family Law including Divorce and Prenuptial Agreements and Children’s Law, Wills, Probate, Estate administration and protection, and Dispute resolution.

In 2017, the firm has adopted Ochresoft’s Intelliworks case management system to manage all client case handling, document management and tracking.

The team has also taken advantage of the Intelliworks Quotes module, which enables the firm to send a professional, detailed quotation, by email or post, in seconds. The appropriate fee scale, narrative and disbursements can be selected and shared, providing instants quotes to prospective clients.  Quotes are then centrally stored so they are instantly retrievable by the team and with a ‘convert to case’ button, they are instantly integrated into Intelliworks once the client provides the go ahead to proceed.

Dawn Moores, a Conveyancing Assistant for Painters Solicitors explains the advantages:

“Before using Intelliworks Quotes, we would manually create our conveyancing quotes. This would mean having to contact different secretaries to check the details, which could take time depending on workloads and availability. Plus, we would be referring to a price list, so had to make sure we were taking into account the right fees and disbursements, so nothing was missed.

With Intelliworks Quotes, all our pricing details have been fed into the system and so now, it’s very easy to create a quote there and then. I’m relatively new to using it, but I’ve found it very straightforward to use.

We like to be transparent with our fees and with Intelliworks Quotes we have 100% confidence that everything that should be in the quote is in there and there will be no discrepancies further down the line, enabling us to be fully transparent with our fees.

Its eased pressure on the firm as now one person is able to manage the quotations, without having to seek input or sign-off from individual secretaries or fee earners. It’s fully centralised, so at any time a member of the team can access the quote, or if we are given the go ahead we can simply convert the quote to an active case, so everything is held in one place.

Intelliworks Quotes saves time; there’s no second guesses and it really helps towards providing a swift customer experience. It reduces workload, while giving us reassurance that our quotes are consistent, transparent and the correct paperwork has been issued with the quote.

For me personally, as a novice I can use it; I’m not worried I’ve missed anything.”

 

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