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

Intelliworks Private Client

Explore Intelliworks Private Client Workflows

LPA Workflow

A laborious but profitable process made effortless and error-free.

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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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Transformative private client workflows

Learn how our workflows can increase efficiencies and de-risk your processes
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Legal library included

Legal library included

Access to a full suite of forms, documents, letters.

Best practice compliance as standard

Integrated into every aspect.
Seemless integration

Regular smart updates

To tax rates, IHT thresholds, rule changes.
No new IT or hardware required

No new IT or hardware required

Use our managed cloud service.

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.

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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