Private Client workflows

LPA Workflow

A process made effortless and error-free with Intelliworks LPAs.

Is your firm producing Lasting Powers of Attorneys? Are you using workflow software? Intelliworks LPAs can help.

Lasting Powers of Attorneys are a source of extra, profitable work for law firms.

Capacity checking and multiple LPAs – a lot of time is spent form-filling and repeating information. Intelliworks takes care of all of that.

Intelliworks LPAs provides risk management at every stage of the process – for example, when ensuring donor capacity. That means focusing on the clients and their circumstances, not just the forms.

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To see how you can improve efficiencies at your law firm

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 underlining our dedication to quality processes, information security and customer care. Members of the Institute of Customer Service and the Legal Software Suppliers Association, signalling our commitment to customer service excellence

How Intelliworks Private Client will transform your workflow

Full Audit Trail

As with all Intelliworks products, LPAs gives you a full audit trail by date and time. It tells you what was done, when and by whom. It provides the user with a detailed and extensive workflow, which assists from the point of client instruction, through to the closure and achiving of the file.

Delegate With Confidence

The Intelliworks reporting suite includes the Fee Earner risk review for LPAs. This gives senior staff peace of mind that everything is in order with their Juniors. When you trust Intelliworks’ risk management and risk reviews, you can be more effective at delegation and pass on work such as LPAs to unlock the capacity of your teams.

Tailor Workflow Experience

Intelliworks provides the option for users to tailor their workflow experience, by indicating whether the client instructions include a preparation-only of the LPA, or a preparation and a registration. This allows the user to efficiently progress the matter, as Intelliworks will only request data relevant to the exact type of client instructions.

Option to Mirror Data

Both Property & Finance and Health & Welfare LPAs are available within Intelliworks for the user to create. The user can choose to select a single LPA, or both LPAs for their client. Intelliworks also provides the user with the option to mirror data within both types of LPA , and provides the flexibility to encompass bespoke client instructions regarding each LPA.

No Double-Keying

Intelliworks will automatically pre-populate data within each of the relevant LPA forms, allowing LPAs to be created quickly and efficiently. The user will not need to re-key common data through multiple forms; saving significant time and team resource.

Clear updates

The preparation and registration process can become complex when multiple parties and LPAs are involved. Yet, Intelliworks offers users the benefit of being able to track the progress of the matter, which responses are awaited and which documents are outstanding. This providers users with the ability to remain up-to-date with the matter status, and provide easily accessible and clear updates to clients and colleagues.

Extensive Legal Document Library

Users benefit from an extensive legal document library which accompanies and compliments each stage of the LPA instruction. Each letter and document is reviewed and maintained by our legal team, removing the need for valuable fee-earning time to be spent collating, monitoring and updating internal precedent banks.

“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.”

John Turner, Head of Residential Property, Key Conveyancing