What OchreSoft Technologies does

OchreSoft Technologies Limited is a UK-based software company that develops and sells Intelliworks, a cloud-based case management and workflow automation platform purpose-built for law firms in England and Wales. The platform is designed and maintained by in-house practicing and non-practicing solicitors and Chartered Legal Executives, and is sold into two primary verticals: conveyancing (residential property transactions — purchase, sale, remortgage, new build, equity release, transfer of equity) and private client legal work (probate, wills, lasting powers of attorney). The product combines case management, an editable precedent and forms library, automated regulatory updates ("Intelliworks Smart Updates"), full audit trails supporting Lexcel and CQS accreditation, and integrations with the Land Registry (including eDRS for post-completion registrations), HMRC (SDLT submissions), and sister-company SearchFlow for property searches. Add-on modules include Intelliworks Quotes (client-facing cost estimates), VirtualFirm (estate-agent facing tracking), Contract Pack Vault (automated conveyancing contract pack preparation), and Workflow-as-a-Service managed onboarding.

The company generates revenue through annual or monthly subscriptions to the Intelliworks platform, per-case (usage-based) pricing for probate and private client work, separately charged professional training services delivered by legally qualified trainers, and transaction-fee revenue from integrated property search and third-party tool usage. Go-to-market is consultative and sales-led, combining direct field sales for enterprise and mid-market law firms, inside sales for smaller accounts, and website-driven demo booking as a self-serve entry point. Marketing is supported by sponsored industry events (ESTAS, Modern Law, British Conveyancing Awards), a proprietary podcast, content marketing, and a portfolio of quantified case studies. The company is a wholly-owned subsidiary of Landmark Information Group Limited, a diversified UK property information services group, and benefits from shared infrastructure (Next Generation Data hosting, ISO9001/ISO27001 accreditations, ServiceMark customer-service accreditation) while operating its own management team led by Managing Director Rob Gurney. The company is privately held with no disclosed external funding since a 2007 round from YFM Equity Partners, and serves customers across England and Wales only.

Name

OchreSoft Technologies

Legal name

Ochresoft Technologies Limited

Website

https://ochresoft.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

OchreSoft Technologies provides Intelliworks, a cloud-based case management and workflow platform for UK law firms in conveyancing and private client practice. The software is built by practicing lawyers, integrates with Land Registry, HMRC and SearchFlow, and is sold via subscription and per-case pricing to law firms across England and Wales.

Ownership category

akta.pro rank

Headquarters

HQ city

Reading

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscription - Workflow as a Service: Annual or monthly subscription model for access to Intelliworks workflow and case management software. Includes software access, updates, support, and training.
2. Per-Case Pricing: Usage-based pricing option where customers are charged per case processed through the Intelliworks system. Particularly mentioned for probate and private client work.
3. Professional Services - Training: Additional training services delivered by legally qualified trainers, including onboarding and ongoing training sessions. Charged separately from base subscription.
4. Integrated Business Tools: Additional fees apply for integrated property search ordering processes and other third-party integrations.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

OchreSoft Technologies sells Intelliworks, a cloud-based case management and workflow automation software platform for UK law firms. The platform combines a core case management system with embedded specialised workflows for residential conveyancing (purchase, sale, remortgage, new build, equity release, transfer of equity) and private client matters (probate, wills, lasting power of attorney), and is sold on a subscription and per-case pricing basis with separately charged training.

Product overview

OchreSoft Technologies offers Intelliworks, a cloud-based case management and workflow software platform for UK law firms, specifically designed for conveyancing and private client legal practice. The platform consists of a core case management system with embedded specialized workflow modules. The core Intelliworks platform provides case management, document management, compliance management, and audit trails, while specialized workflow modules include: Conveyancing Workflows (Purchase, Sale, Remortgage, New Build, Equity Release, Transfer of Equity, General Property, Upfront Information, eDRS, Intelliworks Quotes, Contract Pack Vault); and Private Client Workflows (Probate, Wills, LPA, General Private Client). Additional services include Workflow as a Service (managed automation service), Business Integrations, and Partner Integration capabilities. The platform is updated automatically with changes in law, legislation, and best practice, and is part of the Landmark Information Group.

Differentiator

Problem solved

Functional benefit

Brands

• Intelliworks: Case management and workflow software platform for conveyancing and private client legal practices, designed and maintained by practising lawyers
• Landmark Academy
• Contract Pack Vault
• Intelliworks Quotes

Products and services

• Intelliworks Cloud-based case management software platform for UK law firms with embedded workflow solutions for conveyancing and private client practice. Created and managed by lawyers; provides document management, compliance management, audit trails, and full integration with Land Registry, HMRC, and SearchFlow.
• Conveyancing Workflows

Quantifiable outcome

• 45% increase in conveyancing gross profit for one law firm
• +6 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature13 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Landmark Information GroupcoreOthersLandmark Information Group is the parent company of Ochresoft. Ochresoft operates as part of the Landmark Information Group and benefits from the group's resources, customer service culture, and cross-business synergies. Landmark Information Group includes other property and legal data businesses including SearchFlow.
• SearchFlowTechnology or IntegrationSearchFlow provides integrated property search ordering capabilities within Intelliworks. Search results are delivered directly into the case management system. SearchFlow is part of the Landmark Information Group.
• Land RegistrycoreTechnology or IntegrationIntegrated connectivity with Land Registry for official copies, AP1 submissions, and electronic document registration system (eDRS) for post-completion registrations.
• HMRCcoreTechnology or IntegrationIntegrated SDLT (Stamp Duty Land Tax) submission capabilities within Intelliworks workflows, enabling automated compliance checking and submissions.
• Council for Licensed ConveyancersminorStrategic or Co-development PartnerStrategic relationship for industry collaboration. Managing Director Rob Gurney participates in joint podcast discussions on industry challenges with the Council for Licensed Conveyancers.
• Tree NationminorStrategic or Co-development PartnerPartnership with Tree Nation for reforestation projects as part of Ochresoft's Forest of Ochresoft biodiversity initiative. Planted 102 Pinus trees in Canada's Boreal Forest Habitat Restoration project, offsetting approximately 5,100 kg of CO2.
• Next Generation Data (NGD)coreOthersCloud database hosted within Next Generation Data (NGD), Newport - one of the largest Tier 3 data centers in Europe. Provides highest level of security and availability for client data.
• Law SocietyminorStrategic or Co-development PartnerCompliance with Law Society Conveyancing Protocol. Workflows aligned with Law Society standards and guidance including TA6 Property Information Form requirements.

Scale indicators10 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Clio: Clio is the largest cloud legal practice management platform globally and a publicly-listed comparable; while based in North America, Clio has actively expanded into the UK and competes with Intelliworks for conveyancing and private-client firms, with overlapping subscription-based, cloud-native case-management value propositions.
• LEAP: LEAP is a leading practice-management SaaS for small and midsize law firms, with deep conveyancing and private-client workflows in the UK, Australia, and Canada — directly competing with Intelliworks in the same niche and overlapping significantly on subscription-based workflow software for UK law firms.
• Linetime: Linetime is a UK-based supplier of practice and case management software specifically designed for law firms, including conveyancing and private-client practices, making it a directly comparable peer targeting the same UK law-firm segments.
• Smokeball: Smokeball is a cloud practice-management platform purpose-built for small law firms, with strong conveyancing and probate automation functionality; it directly competes with Intelliworks in the SMB conveyancing segment in Australia and the UK.

Broad incumbents

• Aderant: Aderant is a global incumbent in legal practice management with a UK presence serving midsize and large law firms; it competes with Intelliworks for the enterprise end of the UK legal market with overlapping case-management functionality.
• Visualfiles (Thomson Reuters): Visualfiles (formerly part of Thomson Reuters) is an established UK legal case-management platform serving mid-market and enterprise law firms, including conveyancing matters; as a broad incumbent it overlaps with Intelliworks on workflow and case-management functionality within UK law firms.
• The Access Group (Access Legal): Access Legal, part of The Access Group, is a major UK provider of case management, practice management, and workflow software to law firms including conveyancing and private-client segments, making it a broad incumbent competitor that overlaps on similar buyer profiles if not on deeply bespoke conveyancing workflows.

Emerging players

• SOS Connect / Quinn Legal: Smaller UK providers of cloud conveyancing and case-management software (e.g., Quinn Legal technology stack) target similar UK conveyancing niches as Intelliworks with comparable subscription pricing models.
• Convey365: Convey365 is a UK-focused cloud platform delivering conveyancing and remortgage workflow automation to law firms, directly comparable to Intelliworks' conveyancing modules and serving the same UK SMB/mid-market law-firm customers.

Others

• HM Land Registry (HMPI / Digital Street): HM Land Registry is not a competitor but an ecosystem partner: OchreSoft integrates with the Land Registry's API and eDRS for official copies and AP1 submissions, and any expansion of Land Registry's own portals/automation directly affects the value of Intelliworks' integration layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/ochresoft
• LinkedInlinkedin.com/company/ochresoft

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OchreSoft Technologies