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Intelliworks Quotes

Intelliworks Quotes helps you make a better, faster first impression.

Intelliworks Conveyancing

With Intelliworks Quotes, all of your team members have access to the firm’s detailed price list, so anyone can produce an accurate, clear, professional quote for email or post in seconds.

You can even email a quote during that first phone call. The client receives your quote and client care pack immediately, with no time to shop around.

Intelliworks Quotes is available to all Intelliworks users as an extra service. There is a one-off fee for setup and configuration (including price list, referrals), and then Quotes is free to use with support and maintenance included.

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.
Compliant

Benefits

Select the appropriate fee scale, narrative and disbursements for your firm and client.
No new IT or hardware required

Stored

Quotes are centrally stored so they are instantly retrievable and editable by all team members.
Eliminate

Eliminate

Eliminate errors and double keying; capture customer data only once at the first enquiry.
Include

Include

Can include your client care letter and terms of business.

How Intelliworks Conveyancing will transform the way you work

No Double-Keying
Convert a prospect to a client in one click. All of the information about your client and the fees you quoted appear as a new case in Intelliworks Conveyancing with no double-keying and no room for error. Plus, all of the financial information is carried into the case automatically. Did you agree a special price for a client? There’s no need to search back through the file before completion; it’s all there automatically.
Complex Price Tables
Many law firm customers have complex price tables, and they use Quotes so they can produce a quote quickly and error-free. The tool stores different prices for different introducers. Even for referral work where there is already a confirmed client, our customers use Quotes to enter financials into the case automatically so that it's quickly populated upfront into the case.
Integration & Reporting
All Intelliworks products are integrated to work together. Once your teams are recording prospects in Intelliworks Quotes, you can view detailed reports of successful conversions. Review how your teams and team members are performing to see what works and what needs your attention.

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

Quick and easy. Book a demo to find out for yourself

We have experts ready and waiting to answer any questions you may have regarding Ochresoft products or services. Call or email using the details below, or send us a message with the form adjacent.

Request a demo

Talk to us today

We would be more than happy to answer any questions you may have. Give us a call today, or send an email and we'll get back to you straight away.

Our Support team are available Monday - Friday from 8am until 6pm

03300 366700