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Private Client Workflows

Explore Private Client Workflows

Intelliworks has transformative Private Client workflows embedded within our case management software; and is created and managed by lawyers for lawyers.

Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. The STEP-compliant software frees fee-earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.  

With automatic production of IHT400 forms, several hours of work is reduced to just several clicks, making firms more efficient and reducing the risk of manual error. 

Intelliworks supports hundreds of law firms and thousands of users across England and Wales, who use our Private Client workflows to increase process and business efficiency. 

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Our Private Client workflows

LPA Workflow

A process made effortless and error-free with Intelliworks LPAs.
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Wills Workflow

Compete on price and quality with risk-management at every stage, with Intelliworks Wills.
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Probate Workflow

A flexible, easy-to-use management system with powerful features.
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Works how you work

Intelliworks Private Client 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.

Intelliworks frees your fee earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.

Book a demo
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