Adaptable, intelligent workflows for conveyancers
Freehold or leasehold? Registered or unregistered property?
Intelliworks adapts its workflow and documents automatically to the case. It’s intelligent and intuitive.
Monitoring from first phone call to completion
Intelliworks tracks your prospects and live caseload across teams and offices so you can see the big picture for risk management and productivity.
Case tracking for your clients and agents, too
Your clients can track the progress of their file in real-time online and via SMS texts to their mobile, with no extra work for your team. Cut down on calls from clients and agents for simple updates.
All the forms required are completed pre-filled with the specifics of each case at the touch of a button. Intelliworks includes the complete suite of forms for Residential Conveyancing, including calculations.
Direct electronic document submission
Forms and documents are automatically electronically submitted. For example, an SDLT submission to HMRC can take less than a minute and typically gives a 95% time saving over using the HMRC website.
“Report to Client” builder
You can build a comprehensive, consistent and compliant report to clients for freehold or leasehold property – saving you potentially hours of work.
Reporting to clients is a high risk area for residential conveyancing. With Intelliworks, you know that everyone in every team is reporting compliantly and consistently.
Flood risk? Are your reports up to date? With every team member?
Seamless links with name, identity and fraud prevention services
Integrated AML ID checks. Lawyer Checker for verifying solicitors’ bank details built in.
No new IT hardware to buy
If, like 95% of our clients, you opt for our managed cloud service, and provided your firm meets our low minimum specification, there is no server for you to support and maintain and no new hardware to buy.
with the same team.”