Case Study: Willans LLP Solicitors improves private client efficiency and risk management with Ochresoft Intelliworks

Willans LLP Solicitors - Customer Case Study

Willans LLP Solicitors, a full service law firm, lacked a dedicated case management system for its private client work. This created inefficiencies and risk management challenges for their growing wills, trusts, and probate department. They sought a solution to streamline their processes and partnered with Ochresoft to implement its Intelliworks case management system.

The Intelliworks solution from Ochresoft provided a structured, guided process that eliminated missed steps and introduced vital risk management prompts. A key measurable result was the time to complete an Inheritance Tax (IHT400) form being reduced from over an hour to just 30 minutes. The system also provided the data necessary to confidently meet new regulatory transparency requirements. The entire department now uses Intelliworks, which is embedded in their daily workflow and supported by Ochresoft's helpful team and training resources.

Willans LLP Solicitors

Jennifer Cockett

Trusts & Probate Solicitor