IHT 400 series forms? R185 and C4 corrective accounts? Financial data? Intelliworks makes it all easier!
Probate cases aren’t straightforward or easily-automated. They involve detailed family, estate, accounting, and tax rules – so you need intelligent, comprehensive, specialist legal workflow software that understands current regulation.
Intelliworks guides you through the complete Probate process, drawing from hundreds of standard precedents, storing documents securely as you go. It contains all the features and expertise you need, and is flexible – users can choose to follow the complete workflow process or just what is relevant to a particular case, with support for estates of all sizes.
Intelliworks Private Client draws on our expertise as lawyers, and feedback from clients about the way they work. The software was designed and built by lawyers who understand real practice. It makes Probate teams both more efficient and compliant by saving time, reducing the likelihood of errors, and freeing fee-earners and support staff from administrative tasks – all whilst keeping control of a difficult and lengthy caseload.
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 Intelliworks Private Client will transform your workflow
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.”
“We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”
“It’s difficult to overstate the impact not just of the Intelliworks software, but also of Ochresoft as a business partner. We are now lean, efficient and competitive. We’ve taken customer service to a new level too, and we’ve achieved a 45% increase in conveyancing gross profit with the same team.”
“Compliance reports enable us to monitor risks and exceptions effectively, whilst our consistently high quality output and 24/7 online tracking facility are helping to secure new relationships with local agents.”