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System Overview

The key development goals were accessibility, affordability and the inherent efficiencies of our unique e-conveyancing model.

Virtual Desktop:-
The login process takes each user to their desk top or main system menu. The system is delivered within the user’s web browser giving a rich user interface. The desk top being the main work area allows access to create cases, access their caseload, the search utility, reports and system utilities. The system consists of a Purchase and Sale case management workflow tool with a full bank of conveyancing styles. There is also a unique end-to-end conveyancing process and full online case tracking facilities.

Included Components:-

  • E Conveyancing application – (end to end)
  • Paperless Office scanning interface
  • Purchase and Sale workflows (including New House Purchase and RTB)
  • Online Client and Introducer Case tracking
  • Client Email and SMS File notifications
  • Postcode database
  • SDLT Online completion* New
  • Regional Standard Missives
  • Accounts and Billing process
  • Automated search ordering
  • Management and performance Reports
  • Fully illustrated user manuals
  • Workflow and document maintenance
  • Access anywhere
  • Full data back up
  • Managed service delivery to the Desktop
  • Email and telephone support lines
  • Email/Outlook & Office Diary integration
  • Available
    Automated Client ID verification
    Accounts information data dumps to your accounts package
    Firm specific online branding

 

 

 

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