Company & Product Overview
Ochresoft’s ‘Intelliworks’ is award-winning, market-leading case management software, built by lawyers for lawyers.
Ochresoft is part of Landmark Information Group Ltd; the international property information division of the Daily Mail General Trust (DMGT). Our sister companies include leading brands in this arena such as SearchFlow, Argyll, Millar & Bryce, and Optimus.
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 Conveyancing covers all aspects of compliance and risk management, with automated and searchable audit trails, and client-and matter-level risk assessments. Our AML process allows customers to demonstrate ongoing monitoring of money-laundering risks, and ensures that due diligence takes place on all matters. For busy conveyancing departments, following a prescribed and consistent workflow de-risks each transaction, and gives comfort that regulatory requirements are being adhered to.
All Intelliworks workflows contain integrated ID checks and tools, plus robust integrated risk management processes and reviews, which allows customers to proactively consider and address risk factors. Ochresoft has the legal and regulatory expertise to ensure that our content-rich workflows always incorporate the latest legal content and best practice standards, delivered in real time. Our workflows are updated whenever there is a change in law, regulation, or best practice, leaving our busy clients to focus on their business.
Intelliworks supports hundreds of law firms and thousands of users across England and Wales, who use our Conveyancing and Private Client workflows to increase their business efficiency, productivity and compliance.
Company Details
Company name
Ochresoft
Main UK Address
Imperium, Imperial Way, Reading, Berkshire, RG2 0TD
Telephone
+44 (0) 3300 366700
Corporate Information
Number of years in the legal market: 20
Target Markets
Sole Practitioners/very small firms (1-5 users)
Smaller High Street Firms (2-5 partners/6-25 users)
Large High Street Firms (6-10 partners/26+ users)
Commercial Firms (11-20 partners)
City + Major Regional firms (21-50 partners)
Alternative Business Structures
Licensed Conveyancers
Geographic Markets
England and Wales
Technology Platforms Supported
If your computers are running Microsoft Windows version Vista (released 2006) or above and Microsoft Office 2007 or later, you’ll be able to use Intelliworks without upgrading.
Categories of Products & Services Supported
Case Management
Whether you’re using Intelliworks Conveyancing or Private Client workflows, Intelliworks gives you:
• Complete process-managed legal workflows. Every task for each client is systematically managed, so nothing is forgotten.
• A fully supported legal library which contains hundreds of legal documents, written and updated by lawyers, and Law Society/CQS compliant. Ready to use, but flexible and editable for each individual case.
• Better, faster quotes for your clients and prospects. With Intelliworks, detailed, accurate quotes can be generated and emailed instantly. Intelliworks helps to convert more enquiries to customers from the very first phone call.
• Email and document management.
• Monitoring and reporting management tools.
• Disaster recovery and data security.
• Full audit trail.
Online Systems & Services
Our Intelliworks Support Portal for existing customers hosts Frequently Asked Questions and Help Guides; and customers can log and track requests with our helpful team.
Additionally, our virtual support software allows us to access customers’ computers to diagnose and help with any issues which they may be experiencing.
Support Systems & Services
All technical support, maintenance, updates and hosting is handled by Ochresoft. Everything is automatically updated without any work for our customers, their IT managers, or an expensive IT support company.
Intelliworks customer support by telephone or email is free, and we are proud to have a set of 12 ‘Customer Promises’, which we take very seriously.
Ochresoft is a member of the Institute of Customer Service, demonstrating our commitment to service excellence. In May 2023, our parent company was awarded a ServiceMark accreditation – a national standard recognising an organisation's achievement in customer service.
We have also been awarded ISO27001 and ISO9001 accreditations in 2022, underlining our dedication to quality processes and information security.
Services and Markets
Services
Case Management, Forms
Markets
Single User, Small, Medium, Large, Top 100