Case Study: Pearson Solicitors and Financial Advisers streamline probate case management with Ochresoft Intelliworks

Pearson Solicitors and Financial Advisers streamlines probate and speeds estate account production with Ochresoft

Pearson Solicitors and Financial Advisers, a leading law firm in North West England, sought to bring greater structure and consistency to their private client case management. They adopted the Intelliworks service from Ochresoft to enhance the workflow for their Wills, Trust and Probate team.

By implementing Ochresoft's Intelliworks, the firm standardized its procedures with automated features like the estate manager, which provides an at-a-glance view of case progress. This solution from Ochresoft streamlined the probate process, making it more efficient and reducing risk. The firm noted significant improvements in consistency, client service speed, and the ease of producing essential documents like estate accounts.

Pearson Solicitors and Financial Advisers