Intelliworks has transformative conveyancing workflows embedded within our case management software; and is created and managed by lawyers for lawyers. Ochresoft was presented with the ‘Risk & Compliance Support Service of the Year’ award at the 2023 British Conveyancing Awards, recognising our commitment to service excellence within the industry.
Explore Intelliworks Conveyancing Workflows
Intelliworks Quotes
Intelliworks Quotes helps you make a better, faster first impression.
General Property Workflow
An extensive property workflow, transforming the way you do conveyancing
Remortgage Workflow
Mortgaging or Remortgaging. Multiple charges. Deeds of Postponement. Intelliworks helps!
New Build Purchase Workflow
A replete and extensive workflow designed for the purchase of New Build properties from Developers.
Purchase Workflow
Leasehold house. Multiple clients. Unregistered title. Intelliworks makes it easier!
Sale Workflow
Intelliworks Sale workflow delivers an automated, fully comprehensive and responsive workflow solution and precedents library for sales of residential freehold and leasehold properties.
Transformative conveyancing workflows
Learn how our workflows can increase efficiencies and de-risk your processes
Works how you work
Contact us for more information
Compliant
Lexcel/CQS compliant.
Pay-by-case pricing
We're invested in your future. We succeed when you succeed!
Seamless integration
Integrates with HMRC, HM Land Registry, Lawyer Checker.
No new IT or hardware required
Opt for our managed cloud service.
Risk management at the core of our Intelliworks workflows
We know how important risk management, best practice and managed compliance is to law firms of all kinds. Risk management is perhaps the most important advantage of Intelliworks over traditional legal processes.
Risk & Compliance
Intelliworks was created by practising lawyers, so risk management, compliance and best practice has been built into all of the workflows from the very first release.
SRA Compliance, Law Society Quality Schemes, Anti-Money Laundering, Data Protection, Council for Licenced Conveyancers, Council of Mortgage Lenders... We know how important risk management, best practice and managed compliance is to law firms of all sizes.
Intelliworks manages the information you hold on your clients to ensure that you stay compliant. Use of the Intelliworks database and reporting systems will help you keep your client data up-to-date and to manage it in an effective fashion.
Reduce risk with over 70 customisable reports
The Intelliworks reporting suite of over 70 reports gives you the ability to monitor everything, from case capacity of a team to an individual fee earner’s workload and performance.
Within the reporting suite, there are many reports focussing on key expiry dates, case progress and deadlines to help you control your risk. The “issues” report flags up any cases that meet one of 11 different scenarios that could cause a claim.
Reduce risk with Intelliworks staff monitoring and reporting
- Senior management can oversee less experienced staff. Regular process reporting means you can anticipate problems before they happen.
- Intelliworks workflows cut down on mistakes such as incorrect rekeying, mistakes in calculations, inconsistent calculations, forgotten checks and missed deadlines and expiry dates.
- Intelliworks and Intelliworks Quotes helps you manage your current caseload and pipeline of future work and make sure you have the resource available when you need it.
- Full transparency and visibility across your whole department means clients have continuity of service even though their main point of contact is on holiday or sick.
Reduce the risk of out of date information, documents and processes
Intelliworks has risk review workflows, which warn you of possible missed information relevant for that stage of the file (e.g. risk reviews pre-grant in probate or pre-exchange in conveyancing).
In addition, Intelliworks Smart Updates make sure every member of every team is up to date, automatically. Intelliworks captures between 40 and 60 stages of a transaction and updates itself seamlessly so you can see in one screen what hasn’t been done.
All our workflows provide a complete audit trail of every task done, who did what, and when they did it. A full audit trail is the best response to claims and hostile customer enquiries.
Automatic electronic identity and fraud checking includes:
- Integrated anti money-laundering ID checks.
- Lawyer Checker for verifying solicitors’ bank details built in to Intelliworks Conveyancing.
Anti-Money Laundering (AML)
Intelliworks ID Check complies with both the SRA Standards and Regulations and the Handbook of the Council for Licensed Conveyancers. Client identification and compliance with The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (MLR 2017) is a major requirement of all regulatory bodies in the legal and financial fields.
Intelliworks ID Check done at the outset of any transaction ensures that you meet the requirements of Regulation 30(2) of MLR 2017 and therefore comply with the relevant provisions of the SRA Standards and Regulations and the Council for Licensed Conveyancers Handbook.
What people are saying about Intelliworks
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“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.”
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“Their mix of comprehensive in-house conveyancing practice knowledge and development expertise, and the client-focused and user-friendly product made them a winner.”
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“We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”
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“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.”
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“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.”
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“I can now produce the estate accounts at the click of a button and my team can answer client queries instantly on the phone, improving our responsiveness and customer service. Quite frankly I couldn’t imagine going back to my previous way of working.”
