Equity Release Workflow

Despite rising consumer demand for both products and advice in equity release, for law firms, it remains a niche market. Our workflow will help you feel confident in giving good advice to clients in line with best practice.

Our workflow will help you prepare a written report particular to the product, advising on the risks and rewards. It focuses you to ensure that the client is not under duress; to check that the client has sufficient mental capacity and is properly advised upon the nature of a lifetime mortgage – without straying into financial advice!

Intelliworks was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. All the features and expertise you require but flexible and easy to use, Intelliworks can make your firm more efficient with minimal training and no disruption.

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.  

Watch a video below to see our workflow in action.

How to purchase Intelliworks Conveyancing

Please fill in and submit your details using our form and we’ll get back to you as soon as possible.

Includes the legal library

Access to the full suite of forms, documents and letters at the click of a button.

Best practice compliance

Best practice compliance is integrated into every aspect of Intelliworks.

Seamless integration

Integrated with SearchFlow, HMRC, and more!

No new IT or hardware to buy

No server for you to support and maintain if you opt for our managed cloud service.

How Intelliworks Conveyancing will transform your workflow

Dynamically Responsive

Intelliworks workflow delivers an automated, fully comprehensive and dynamically responsive equity release workflow solution and precedents library.

Full Cycle Transaction

Intelliworks takes you through the full life cycle of the transaction with a complete set of tasks from inception right through to completion and file closing procedures.

Guided Data Capture

Guided data capture ensuring seamless and quick production and population of legal forms and correspondence with the client and Financial Institution.

Comprehensive Statement Wizard

Comprehensive invoice and completion statement wizard, ensuring no fee or disbursement is forgotten.

What people are saying about Intelliworks

“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
“Their mix of comprehensive in-house conveyancing practice knowledge and development expertise, and the client-focused and user-friendly product made them a winner.”

Chris Harding, Director of IT & Facilities, Thrings Solicitors
“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
“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
“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
“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.”

Jane Miller, Probate Manager, Crellins Carter Solicitors

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Equity Release Workflow