• March 28, 2024
 Ochresoft launch Intelliworks Wills product

Ochresoft launch Intelliworks Wills product

Legal workflow specialist Ochresoft is promising a new approach to will-writing management that goes beyond Will-drafting software, with the launch of its new Intelliworks Wills product.

It is the first product to manage the entire process end-to-end and with such granularity, from the initial client meeting to the complete and executed will.

Wills handles key questions such as testamentary capacity, undue influence, even access requirements, to generate a comprehensive audit trail to protect both practitioners and their clients’ wishes from future claims and challenges.

Wills is the first software to balance automatic drafting with clause-by-clause tailoring; it delivers a premium will product and service at a significantly lower cost.

Wills generates a complete will from the will builder workflow and detailed Client-facing questionnaire. Customising each document to suit an individual’s requirements is easy with the inclusion of ready-made clauses such as flexible trusts of residue and property trusts. Wills identifies and suggests additional clauses — for example contemplation of marriage and a comprehensive selection of administrative provisions. It exceeds the requirements of the Law Society’s Lexcel and WIQS protocols. All STEP Standard Provisions are accommodated by default and firms have the option to opt-out if they wish.

Intelliworks is written by lawyers for lawyers: every clause in Wills has been drafted by experienced lawyers and approved by counsel.

Pauline Freegard, Business Development Director of Ochresoft, says

“We know that some 16% of Professional Indemnity claims against private client teams arise because of poor will drafting services (Lockton Companies LLP, January 2015). Intelliworks Wills is about giving law firms the means to provide the quickest, most cost-effective way to deliver first-class wills at a competitive price. Wills ensures that nothing can be forgotten and that all matters are handled consistently, with complete visibility across all matters with comprehensive audit trails. In short, Wills is absorbing the efficiency, compliance and risk management burden inherent in will-writing, leaving lawyers more time to focus on client relationships or delivering higher value services.”

Introducing Intelliworks Wills: Webinar

Introducing Intelliworks Wills, will drafting that delivers time savings with compliance under a fully risk-managed process. All the essential elements of best practice for the first time seen in one accessible and easy to use solution.

Intelliworks Wills: Fast and risk-managed will writing

Monday, Mar 30 2015 10:30 AM — 11:30 AM

Go to www.ochresoft.com/wills to register for the Webinar

About Ochresoft

Ochresoft Technologies Ltd was founded in 2003 by an expanding, forward-looking regional firm of solicitors to write better legal workflow software. Intelliworks is a specialist workflow solution for residential conveyancing and private client departments. It’s the result of a decade of continuous collaboration between Ochresoft’s experienced lawyers and technical development team, drawing on regular feedback from over 1,000 registered users. Ochresoft Intelliworks now manages more than 90,000 new cases a year for over 180 legal service organisations.

In July 2014, dmgi::land & property europe (DMGI), a subsidiary of the Daily Mail and General Trust plc, concluded a strategic minority investment in Ochresoft. DMGI serves multiple customer segments through its leading brands, Landmark, Argyll, Quest, Searchflow, Millar & Bryce, Rochford Brady and on-geo. DMGI holds a significant (50%) interest in the lender portal, Decision First.

www.ochresoft.com

Ochresoft

http://www.ochresoft.com

Ochresoft’s "Intelliworks" is market-leading case management software, built by lawyers for lawyers, covering all aspects of compliance and risk management. Ochresoft is the leading CMS provider with the legal and regulatory expertise to ensure that its content-rich workflows are always current and incorporate the latest legal content and best practice standards, delivered in real time. Intelliworks workflows are updated whenever there is a change in law, regulation, or best practice.  Ochresoft is part of Landmark Information Group Ltd; the international property information division of the Daily Mail General Trust (DMGT). Sister companies include leading brands in this arena such as SearchFlow and OneSearch Direct. Key Services

Address Ochresoft Technologies Limited Imperium Imperial Way Reading Berkshire RG2 0TD Key Contact Name: James Heath, Marketing Manager Email: james.heath@searchflow.co.uk