Intelliworks has transformative Private Client workflows embedded within our case management software; and is created and managed by lawyers for lawyers.
Explore Intelliworks Private Client Workflows
Wills Workflow
Compete on price and quality with risk-management at every stage, with Intelliworks Wills.
Transformative private client workflows
Learn how our workflows can increase efficiencies and de-risk your processes
Works how you work
Contact us to find out more
Legal library included
Access to a full suite of forms, documents, letters.
Best practice compliance as standard
Integrated into every aspect.
Regular smart updates
To tax rates, IHT thresholds, rule changes.
No new IT or hardware required
Use our managed cloud service.
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.”
