Wills Workflow

Compete on price and quality with risk-management at every stage, with Intelliworks Wills.

Intelliworks Wills is much more than just drafting faster Wills - risk management is designed into the workflow at every stage.

Intelliworks’ will-drafting produces expert Wills instantly, with built-in best practice processes that meet the Law Society’s WIQS quality protocol.

Our coverage of areas, such as testamentary capacity, could also protect your firm from a claim.

How are you taking instructions? By post? At your office? At home? At a nursing home? Who will be in the room? Intelliworks has a different process for each of these. Simply build up the Will clause by clause, picking the right wording for your client, with the comfort that clauses have been drafted by experienced lawyers and approved by Counsel.

Book a demo

Case studies

View our case studies to learn more about Intelliworks

Book a demo

To see how you can improve efficiencies at your law firm

Compliant

Automatically updated with the latest changes in law, legislation, and best practice

Smooth

Integrated systems, instantly accessible documents, full audit trails

Support

Dedicated Account Managers, legally qualified Trainers, and a proactive and friendly Helpdesk

Trusted

ISO9001 and ISO27001 accredited. Members of the Institute of Customer Service and the Legal Software Suppliers Association

How Intelliworks Private Client will transform your workflow

Best Practice & Careful Procedure

Wills offers advice and an expert process to ensure best practice and a valid will. Careful procedure is the only way to be sure the Will is safe from future challenges.

Remembering The Details

Intelliworks Wills remembers the details. For example: are this couple intending to marry? Have you dealt with previous wills? Is there foreign property? Is anybody being deliberately omitted? Is a third party always present at your meetings? Does your client understand there may be a claim against the estate?

Delegate With Confidence

When you trust Intelliworks’ expertise and its reporting, risk management and risk reviews, you can pass more will-writing work to team members, which is good for lowering costs and good for career development too.

No Double-Keying

Because it’s integrated with Intelliworks, all your information is available with full transparency and no double-keying.

Pay-Per-Use Pricing

Wills is available to all Intelliworks Private Client users as part of the package on our normal pay-per-use pricing structure. We charge a simple low fixed-fee for each Will you draft, which you can pass on to your client as an administration fee if you wish. It’s also available as a standalone product for Intelliworks Conveyancing users. Any law firm that would benefit from efficient, intelligent and compliant will-writing software can buy Intelliworks Wills. You don’t need to be using any of our other products.

“It was a huge relief to find a ready-to-go system with a comprehensive workflow, well-authored library and regular content updates, all there in one tidy package.”

John Turner, Head of Residential Property, Key Conveyancing