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Intelliworks

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Saas-based relationship management solution provider that enables enrollment professionals to connect with students

Bethesda, United StatesFounded 2004Edtech
Valuation $10–25M Last recorded · 2010
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
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About Intelliworks

Intelliworks is the flagship software product of Ochresoft, a company operating within the UK's legal technology sector. From a financial analyst's perspective, Intelliworks represents a specialized, vertical SaaS asset focused on workflow automation for legal practitioners.

The company behind the software, Ochresoft, was established in 2003 by founder Scott Grieve Duncan. Since its inception, the firm has concentrated on the legal services market. A significant milestone in its corporate history is its integration into the Landmark Information Group, a larger entity specializing in property and land data, which itself is a subsidiary of the Daily Mail and General Trust (DMGT). This nested corporate structure provides Ochresoft with substantial backing and data resources.

The business targets law firms across England and Wales, providing a case management system designed by legal professionals for their peers. Its revenue is generated through a pay-per-case billing model, which aligns its success with the volume of transactions its clients handle and reduces upfront capital expenditure for the firms. This model fosters a partnership approach, as the company's revenue is directly tied to its clients' operational success. Current leadership underscores this practitioner-focused strategy; the Managing Director since March 2020, Rob Gurney, is a qualified property lawyer who previously served as Head of Legal at the UK's largest residential conveyancer. His background in streamlining legal processes using technology and data is central to the product's ongoing development.

The Intelliworks platform delivers workflow automation for two primary areas: conveyancing (the legal process of transferring property) and private client services, which includes probate, wills, and Lasting Powers of Attorney (LPAs). The system is engineered to guide legal staff through transactions step-by-step, ensuring compliance with regulatory standards such as the Law Society's Conveyancing Quality Scheme (CQS) and the STEP protocols. Its core function is to reduce administrative workload and mitigate risks by automating the creation of documents and forms, integrating with external bodies like HMRC, and maintaining an audit trail. The software is centrally maintained and automatically updated to reflect changes in legislation and best practices, a critical feature for a client base operating in a highly regulated environment.

Source: Dealroom company data

At a glance

Founded
2004
Headquarters
Bethesda, United States
Sector
Edtech

Investors

4 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A4 investors entered at this stage

Team profiled 11 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Bethesda HQ
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Market sentiment

Posts on X, past 7 days

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Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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