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Purchase Workflow

Leasehold house. Multiple clients. Unregistered title. Intelliworks makes it easier!

Intelliworks Conveyancing

Intelliworks Purchase workflow delivers an automated, fully comprehensive and dynamically responsive workflow solution and precedents library for purchases of residential freehold and leasehold properties.

Intelliworks Purchase takes you through the full life cycle of the transaction with a complete set of tasks compliant with the Law Society Conveyancing Protocol; from inception, right through to the registration of the client’s title at the HM Land Registry and file-closing procedures.

Intelliworks Purchase facilitates an extensive library of fully editable precedents and legal forms, ensuring that every aspect of the transaction is quickly and reliably delivered with specialist content drafted by our in-house team of expert conveyancing professionals.

The content and workflow processes are fully managed and regularly updated in line with any changes to legislation, case law and legal practice. Whether it’s a landmark judgement on lawyers’ liability in the unfortunate event of a fraudulent transaction, a change to the land tax regime and rates, or amendment to the Standard Conditions of Sale, we can update the workflow and documents quickly, so you don’t have to.

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.
Legal library included

Includes the legal library

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

Compliant

Best practice compliance is integrated into every aspect of Intelliworks.
Seemless integration

Seamless integration

Integrated with HM Land Registry, HMRC, UK Finance Mortgage Lenders' Handbook and more!
No new IT or hardware required

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 the way you work

Guided Data Capture
Guided data capture ensuring seamless and quick production and population of legal forms and correspondence with the clients, other side’s conveyancer and other relevant parties. Data capture and full mortgage report to client
Time-saving
Individual pre-drafted client reports and advice on all the common property searches. Official Copies and contract pack information processing
UK Finance Lenders’ Handbook
Live access to the UK Finance Lenders’ Handbook supporting easy referral and compliance with the lender’s requirements at a click of a button. The workflow displays relevant paragraphs tailored to the lender and specific workflow points. Automated lender reporting on issues
Content Rich & Data Specific
Content rich and data specific process for client report on contract and title, including leasehold covenants and shared ownership content
Specific Workflows
Help to Buy ISA specific workflow
Completion Statement Wizard
Comprehensive purchase bill and completion statement wizard ensuring no fee or disbursement is forgotten. Landlord and management company post completion procedures
Land Tax Tailored Content & Rates
Land tax tailored content and rates (Stamp Duty Land Tax and Land Transaction Tax). Automated preparation and submission of the SDLT return to HM Revenue & Customs and documents
Automated Submission
Automated submission of registration application to the HM Land Registry
Integrated
Integrated property searches ordering process, which delivers search results directly into the case (additional fees apply)

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