More success for Intelliworks private client

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15 October 2013

Legal workflow specialist OchreSoft has announced the first deal of the autumn for its new Intelliworks™ Private Client software – adding to the nine that were secured over the summer following the product’s June release.

Wards Solicitors, one of the most well-established firms in Bristol, North Somerset and South Gloucestershire, is rolling out Intelliworks™ to its wills and probate team across ten offices. The comprehensive, Cloud-based suite will deliver full estate administration; probate workflows; IHT form production; a fully supported precedent library; and workflows for Lasting Power of Attorney (LPA), will drafting and grant-only matters.

Wards’ partner Jenny Pierce explained the rationale for the switch: “The key issue for us was risk management, but not just as a box ticking, compliance exercise. We see it more as a means to drive improved customer service and sustain high standards of legal delivery; we know service quality will be a real differentiator going forward and Intelliworks™ will enable us to deliver that consistently across the practice. Our challenge is that we’ve enjoyed strong growth in recent years and now have busy teams in every one of our ten offices. It’s a big workload and we need visibility over it, we need the checks and balances, the milestones and reporting, to ensure we’re maintaining our standards and quality. And because Intelliworks™ lifts so much of the administrative burden, we can reinvest fee earner time into those added-value areas, client relationships and business development.”

OchreSoft’s Pauline Freegard is delighted with the continued success of the new product:

“It’s interesting to see Private Client appeal on different levels depending on a firm’s strategy. We’ve had good uptake from those seeing it as a means to better align themselves with the changing market for wills and probate, for example, in moving to new charging models. But Wards see it as a way to build and improve on what’s already worked for them, a responsive, personal, dedicated service, but with an acceptance too of the need for efficiency to drive competitiveness. For both camps, Intelliworks™ is fast becoming the stand out choice for those wanting a true 360° private client solution.”

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