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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
Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Integrations
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$109
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ochresoft
Founded
2003
Country
United Kingdom
Website
www.ochresoft.com
Vendor Details
Company Name
Nolo
Country
United States
Website
www.willmaker.com