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Private Client workflows

Probate Workflow

A flexible, easy-to-use case management system with powerful features.

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.

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Case studies

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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. Members of the Institute of Customer Service and the Legal Software Suppliers Association

How Intelliworks Private Client will transform your workflow

Transforms Financial Performance

Intelliworks transforms financial performance and risk management for private client services. The workflows not only cover document and accounting aspects of a matter, but enable responsive customer service across multiple offices, or a larger team.

Full Legal Library

At the user's fingertips are precedent letters, documents and forms. Best practice process is built into the workflows by design, covering the STEP and WIQs protocols where appropriate.

Captures Key Information

Intelliworks captures key information which is entered once only from case contacts, Will synopsis, asset/liability details, financial transactions and estate distribution to beneficiaries.

Automatic Updates

Automatic updates include the latest legislation and quality standard guidelines, where applicable, and HMRC and probate registry details.

Enhanced Accounting

Intelliworks provides the user with the ability to create detailed cash account ledgers when administering the estate. Income and capital reconciliations can be easily captured, so that balancing full accounts can be as simple as possible. All of this accounting detail is also automatically populated in the estate accounts to create an enhanced and comprehensive set of accounts for your client.

Automated Forms

Automated IHT 400 series forms are seamlessly produced, and the R185 and C4 corrective accounts automatically populate. All forms are maintained by our in-house legal team, and any updates are automatically downloaded to the user on every log-in.

Financial Data

The workflows have access to current financial data such as VAT rates, tax thresholds, dividend rates and IHT nil rate band etc.

One-Click Production

One-click production of Estate Accounts in line with the latest STEP guidelines. The user can produce interim or final estate accounts in one click that can be printed, emailed, or saved to the audit trail of the case. Various layout options are available, from basic to a full set of accounts to suit the recipients. A button to preview or export to Excel completes the functionality.

Inherent Time-Saving

Our customers no longer rely on complex spreadsheets for estate accounts or information held in multiple systems. Apart from the inherent time-saving and customer service benefits, a major attraction for practitioners is the complete confidence they can have in the accuracy of the financial data even for the most complex of probate cases.

Automatic Reserves

In addition, Intelliworks will apply automatic reserves to the estate accounts, ring-fencing legacies, and inheritance tax, and even calculating installments payments and interest due. Complex inheritance tax payments are automated, reducing risk and providing increased clarity for your client and regulators.

Key Dates Are Calculated

Key dates are calculated and recorded within Intelliworks, providing users with prompts when appropriate, to ensure that important payment, submission and cost review milestones are never missed.

“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

“We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”

Geoff Hall, Head of Residential Conveyancing, Gordon Brown Law Firm LLP

“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.”

Michael Lane, Partner, Gisby Harrison LLP

“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.”

Hamish Mason, Practice Manager, Dee & Griffin Solicitors