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Case Management

Drive efficiency and improve the profit margin in every conveyancing matter with our cost effective case management system.

CMS1

Benefits

 
  • Create your own status updates for any type of conveyancing transaction with your bespoke documents which can be sent automatically with the client care letters depending on the case type.
  • All documents and precedents stored in one central, secure location
  • Access your files from anywhere
  • E-signing to speed up the return of documents
  • Complete audit trail for each matter
  • Video meetings recorded and saved into the system
  • Generate compliant conveyancing quotes in seconds
  • Create our own panel of introducers from with the admin panel.
  • Create different fees for each fee earner in the same office or branch.
     

     

    App

     
  • Provide your clients with a branded mobile conveyancing app
  • Send secure documents and communications
  • Undertake AML checks via the app utilizing the latest in facial recognition technology.

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To arrange a free, no obligation discussion with one of our consultants please call 01628 771111 or click here.

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