Explore Private Client Workflows
Intelliworks has transformative Private Client workflows embedded within our case management software; and is created and managed by lawyers for lawyers.
Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. The STEP-compliant software frees fee-earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.
With automatic production of IHT400 forms, several hours of work is reduced to just several clicks, making firms more efficient and reducing the risk of manual error.
Intelliworks supports hundreds of law firms and thousands of users across England and Wales, who use our Private Client workflows to increase process and business efficiency.
Our Private Client workflows
Wills Workflow
Works how you work
Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. All the features and expertise you require but flexible and easy to use. Intelliworks can make your firm more efficient with minimal training and no disruption.
Intelliworks frees your fee earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.
Compliant
Automatically updated with the latest changes in law, legislation, and best practice
Smooth
Integrated systems, instantly accessible documents, full audit trails
Support
Dedicated Account Managers, legally qualified Trainers, and a proactive and friendly Helpdesk
Trusted
ISO9001 and ISO27001 accredited. Members of the Institute of Customer Service and the Legal Software Suppliers Association
What people are saying about Ochresoft
“It was a huge relief to find a ready-to-go system with a comprehensive workflow, well-authored library and regular content updates, all there in one tidy package.”