Probate Workflow

Probate cases aren’t straightforward or easily-automated. They involve detailed family, estate, accounting, and tax rules – so you need intelligent, comprehensive, specialist legal workflow software that understands current regulation.

Intelliworks guides you through the complete Probate process, drawing from hundreds of standard precedents, storing documents securely as you go.

Plus, it contains all the features and expertise you need and is flexible: Users can choose to follow the complete workflow process or just what is relevant to a particular case, with support for estates of all sizes.

Intelliworks Private Client draws on our expertise as working lawyers, and feedback from clients about the way they work. The software was designed and built by lawyers who understand real practice. It makes Probate teams both more efficient and compliant by saving time, reducing the likelihood of errors, and freeing free-earners and support staff from administrative tasks – all whilst keeping control of a difficult and lengthy caseload.

Ochresoft was Highly Commended for the ‘Legal Supplier of the Year’ award at the British Wills & Probate Awards 2022, recognising our commitment and excellence within the industry.  

How to purchase Intelliworks Private Client

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Legal library included

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

STEP and WIQS compliant

Best practice compliance is integrated into every aspect of Intelliworks.

Regular smart updates

Automatic updates to tax rates, IHT thresholds, rule changes etc.

No new IT or hardware required

No server for you to support and maintain if you opt for our managed cloud service.

How Intelliworks Private Client will transform your workflow

Transforms Financial Performance

Intelliworks transforms financial performance and risk management for private client services. The workflows not only cover document and accounting aspects of a matter but enable responsive customer service across multiple offices, or a larger team.

Full Legal Library

At the User's fingertips are precedent letters, documents and forms. Best practice process is built into the workflows by design, covering the STEP and WIQs protocols where appropriate.

Captures Key Information

Intelliworks captures key information which is entered once only from case contacts, Will synopsis, asset/liability details, financial transactions and estate distribution to beneficiaries.

Automatic Updates

Automatic updates include the latest legislation and quality standard guidelines, where applicable, and HMRC and probate registry details.

Enhanced Accounting

Intelliworks provides the User with the ability to create detailed cash account ledgers when administering the estate. Income and capital reconciliations can be easily captured, so that balancing your full accounts can be as simple as possible. All of this accounting detail is also automatically populated in the estate accounts to create an enhanced and comprehensive set of accounts for your client.

Automated Forms

Automated forms IHT 205 and 400 series forms are seamlessly produced and the R185 and C4 corrective account automatically populate. All forms and maintained by our in-house legal team and any updates are automatically downloaded to the User on every log-in.

Financial Data

The workflows have access to current financial data such as VAT rates, tax thresholds, dividend rates and IHT nil rate band etc.

One-click production

One-Click Production of Estate Accounts in line with the latest STEP guidelines. The User can produce interim or final estate accounts in one click that can be printed, emailed or saved to the audit trail of the case. Various layout options are available from basic to a full set of accounts to suit the recipients. A button to preview or export to Excel completes the functionality.

Inherent Time-Saving

Our customers no longer rely on complex spreadsheets for estate accounts or information held in multiple systems. Apart from the inherent time saving and customer service benefits, a major attraction for practitioners is the complete confidence they can have in the accuracy of the financial data even for the most complex of probate cases.

Automatic Reserves

In addition, Intelliworks will apply automatic reserves to the estate accounts, ring fencing legacies and inheritance tax and even calculating instalments payments and interest due. Complex inheritance tax payments are automated, reducing risk and providing increased clarity for your client and Regulators.

Key Dates Are Calculated

Key dates are calculated and recorded within Intelliworks, providing Users with prompt when appropriate, to ensure that important payment, submission and cost review milestones are never missed.

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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