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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.

Intelliworks Conveyancing

Workflow software can make you both more efficient and more compliant.

Intelliworks Sale 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 and issue of the contract pack, through to redemption of your client’s mortgage and file-closing procedures.

Intelliworks Sale 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 or an amendment to the Standard Conditions of Sale, we can update the workflow and documents quickly, so you don’t have to.

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.   

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, 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
Designated Tasks
Designated tasks for establishing registered proprietor’s connection with the property, minimising risks of a fraudulent sale
Completion Statement Wizard
Comprehensive sale bill and completion statement wizard ensuring no fee or disbursement will be forgotten
Handy Processes
Buyer’s conveyancer enquiries process including leasehold information packs from the landlord and management company. Mortgage redemption process

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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