Case Study: My Estate Planner streamlines probate case management with Ochresoft Intelliworks

My Estate Planner - Customer Case Study

My Estate Planner, an estate planning and probate specialist firm, faced a challenge in efficiently tracking its increasing number of complex probate cases as the business expanded. Director Jonathon Amponsah sought a case management system to guide the process, ensure nothing was missed, and improve overall efficiency, leading him to contact several providers including Ochresoft.

Ochresoft implemented its Intelliworks case management system, which provided an intelligent legal workflow with integrated templates and precedents. The solution streamlined key tasks for estates of all sizes, supported the end-to-end probate process, and ensured no steps were missed. Jonathon was highly satisfied with the results, praising Ochresoft's responsive support and the practical training from a former lawyer, and strongly recommends the system to other probate professionals.

My Estate Planner

Jonathon Amponsah

Director