Tracking Profitability - matter-by-matter, user-by-user, with customisable built in profit margin indicators.
Risk Management - assists compliance with the new standard of Lexcel and helps keep professional indemnity premiums down.
Win New Fees - targeted marketing via ConveyProControl's databases to easily promote the firms legal services.
Up-to-the-minute reporting and tracking - reactive and proactive reports for single or multiple matters.
Time Recording - facilitates automatic time costing.
Search function – instantly find the matter you are looking for, even with the minimum of information.
Data Entry Only Option - typically used by office juniors and reception staff for entering initial matter information, thus saving fee-earner time on file opening.
Standard Letters & Forms - a full range, including HMLR approved forms, standard letters, completion statements and cheque request slips. All documents can be fully edited to meet your exact requirements
Complete Workflows - for sale, purchase and remortgage transactions. Provides at a glance summary of progress and colour-coded steps for ease of reference. Tailored workflows are available as an optional extra
To-do Reminders - the system can automatically remind you when something needs to be done or priority periods are about to expire
Document Management - saves documents and attaches them electronically to a particular client file. They can be retrieved by a click of the mouse when needed
File Notes - easy to create with built-in alarms, which advise users of any issues that need to be considered before proceeding
Automatic calculation - of completion statements, Land Registry charges, VAT and stamp duty fees .
Central Database - for storing contact details of solicitors, local authorities, estate agents, Land Registry offices, water authorities, life insurance offices, lenders, banks, freeholders and referral sources
Email Integration - email documents straight from workflows via integration with Microsoft ™ Outlook
Audit Trail - tracking for security, training and practice management.
View Only Option - typically used by supervisory personnel.
Online Searches- whichever of the three NLIS channel members you wish to use, you can integrate with all of them to lesser or greater degrees. The highest level of integration is curently with Searchflow.
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