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Wills Workflow

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

Intelliworks Private Client

Intelliworks’ will-drafting product produces expert Wills instantly, with built-in best practice processes that exceed the Law Society’s WIQS quality protocol.

Intelliworks Wills is much more than just drafting faster wills: risk management is designed into the product at every stage. Our coverage of areas, such as testamentary capacity, could protect your firm from a claim.

How are you taking instructions? By post? At your office? At home? At a nursing home? Who will be in the room? Intelliworks has a different process for each of these: testamentary capacity, concerns about undue influence, and even access requirements and mobility problems.

Simply build up the will clause by clause, picking the right wording for your client, with the comfort that every word has been drafted by experienced lawyers and approved by counsel.

How to purchase Intelliworks Private Client

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Risk-managed

Risk-managed

Intelliworks Wills makes your teams more efficient, compliant and risk-managed all at once.
Compliant

Compliant

Best practice compliance is integrated into every aspect of Intelliworks.
Go-live floor walking

Monitoring

Full suite of monitoring and reporting tools, with transparent case history and audit trails.
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 Private Client will transform your workflow

Best Practice & Careful Procedure
Wills offers advice and an expert process to ensure best practice and a valid will. Careful procedure is the only way to be sure the Will is safe from future challenges.
Remembering The Details
Intelliworks Wills remembers the details. For example: are this couple intending to marry? Have you dealt with previous wills? Is there foreign property? Is anybody being deliberately omitted? Is a third party always present at your meetings? Does your client understand there may be a claim against the estate?
Delegate With Confidence
When you trust Intelliworks’ expertise and its reporting, risk management and risk reviews, you can pass more will-writing work to team members, which is good for lowering costs and good for career development too.
No Double-Keying
Because it’s integrated with Intelliworks, all your information is available with full transparency and no double-keying.
Pay-Per-Use Pricing
Wills is available to all Intelliworks Private Client users as part of the package on our normal pay-per-use pricing structure. We charge a simple low fixed-fee for each Will you draft, which you can pass on to your client as an administration fee if you wish. It’s also available as a standalone product for Intelliworks Conveyancing users. Any law firm that would benefit from efficient, intelligent and compliant will-writing software can buy Intelliworks Wills. You don’t need to be using any of our other products.

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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