Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ochresoft’s flagship offering, Intelliworks, stands out as a premier legal case management and workflow tool crafted specifically by legal professionals for their counterparts, aiming to assist law firms in simplifying and automating intricate legal tasks such as conveyancing, private client services, probate, wills, lasting powers of attorney, and additional legal affairs, all while minimizing risk and administrative workload. This innovative solution merges intelligent automation with customized workflows, providing comprehensive matter tracking from the initial client onboarding to final resolution, alongside a continually updated legal content repository that adapts to changes in laws, regulations, and best practices, thereby ensuring compliance and uniformity in service delivery. Intelliworks enhances operational efficiency by integrating case management, document management, audit trails, and task reminders into a single cohesive platform, ultimately reducing errors and liberating legal teams from mundane tasks. Additionally, it offers seamless compatibility with external systems and desktop applications, further diminishing the need for redundant data entry and significantly boosting productivity. By streamlining complex processes, Intelliworks empowers legal professionals to focus more on strategic tasks and client engagement.
Description
Discover decedent details, track probated estates, submit probate claims, and enhance your recovery rates. By eliminating manual tasks, you can achieve a favorable return on investment while pursuing estate recoveries. Our exclusive DOD Finder™ database features 120 million date-of-death records, integrating various data sources to deliver nearly a 20% improvement over the Social Security Administration’s death master file. Our continually updated Probate Finder® database, alongside extensive cross-referencing with other databases, ensures that you have access to the most precise estate information available. Streamline the claim package processing to meet the thousands of specific court requirements, safeguarding your right to payment through the prompt presentation of probate claims. As consumer debt rises and the population ages, companies must adapt to the reality that they can no longer afford to dismiss decedent debt. By automating manual probate tasks, you can retain control over the process and ensure efficient operations. Taking these steps will not only improve your efficiency but also maximize your overall recoveries in an increasingly challenging financial landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
Integrations
Microsoft 365
No
Microsoft Excel
No
Microsoft Outlook
No
Microsoft Word
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ochresoft
Founded
2003
Country
United Kingdom
Website
www.ochresoft.com
Vendor Details
Company Name
Probate Finder OnDemand
Country
United States
Website
www.probatefinder.com
Product Features
Product Features
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
Yes
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
Yes
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
Yes
Transaction Management
No