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OchreSoft Intelliworks® is the intelligent probate workflow solution designed to streamline and automate the probate process

OchreSoft Technologies, a leading provider of integrated case management solutions launches its Probate Case Management solution – Intelliworks® Probate, following extensive market research, workflow analysis and more than 5,000 hours of development.

Probate cases are traditionally known for being complex to administer and control, typically taking six months or more to complete. OchreSoft’s Intelliworks Probate is a comprehensive probate case management solution designed to streamline and automate the probate process, including the production of estate accounts, whilst keeping probate practitioners in control of data and documentation.

Offering greater efficiency in processing probate cases, Intelliworks Probate allows users to choose to follow the complete workflow process or just choose the processes relevant to a particular case. Simple workflows guide users through the probate process, drawing from hundreds of standard precedents, and storing all documentation with the relevant case. This saves considerable time and effort, reduces the risk of error, and importantly enables the delegation of routine tasks. Additionally, Intelliworks Probate includes a fully integrated estate accounts package that complies with STEP guidelines.

Over the past few years, OchreSoft Technologies has been developing the range of applications available on its Intelliworks® platform. As the software is modular, firms can choose the workflow most relevant to them and each workflow can be delivered on-demand via the Internet.

Scott Duncan, CEO at OchreSoft Technologies said: “Our Intelliworks solution is designed for solicitors by solicitors and is the best system available on the market. The launch of the Probate module is a welcome addition to our proven Intelliworks case management solution and the very successful Conveyancing module. It is incredibly user friendly, has low entry costs and is easy to deploy.”


About OchreSoft

OchreSoft is an independent software house specialising in the legal application market. Formed in 2003 out of a research program originating within BPE Solicitors, the OchreSoft Intelliworks Software has been designed for Solicitors by Solicitors.

Intelliworks is already used by many of the UK’s leading law firms to process thousands of residential property purchases every year and is available as an on-site installed module or a Software as a Service solution and offers a pay per use pricing model.
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