Boyes Turner uses the cloud-based system to manage all private client work in these areas, removing the need for manual spreadsheets and enabling the team to centrally track, manage and review cases.
Rachael Tomkins, Project Management Officer, said: “We are continually focused on providing our clients with a secure and effective service, and so we were looking for a centralised system that would be easy to use, that provides complete visibility on every case and that was more advanced than manual reporting and spreadsheets. We wanted a system that offers flexibility for logging in remotely. Ochresoft’s Intelliworks has proved itself ahead of the game.”
Intelliworks Private Client manages all documents and accounting related to every case and includes the Legal Library, a virtual repository for forms, documents and letters. It is also compliant with the Society of Trust and Estate Practitioners (STEP) and the Wills and Inheritance Quality Scheme Accreditation (WIQS).
Boyes Turners’ Rachael adds: “This tool cuts down on data duplication and other errors by bringing information together so nothing is forgotten or double-keyed, and provides complete transparency to our team. Client contacts, asset and liability details, financial transactions, estate distribution to beneficiaries and more are all stored in one place, which can be securely accessed from any browser. The system also automatically produces R185, R185s and C4 corrective accounts, saving the team a great deal of time. Intelliworks has given us complete transparency – and was extremely quick to set-up and use, with minimal maintenance due to it being a cloud-based solution.”
For more information regarding Ochresoft or to request a demo of the Intelliworks case management platform, please contact us.