![]() |
||||
|
Easily manage all documents and data related to Undertakings. |
|
Instantly see all critical dates, such as Statute of Limitations, associated with every matter in one easy to use screen. |
||
|
Define your own standard operating procedures/processes and easily demonstrate that proper steps are being taken in all matters. Automatically escalate an issue to avoid missing deadlines if Solicitors are absent etc. Automatic prompts for file/peer reviews |
![]() |
|
All appointments, call logs, critical dates and activities can be recorded and tracked within this one feature; building up a full digital record of activity on a file. |
|
Record any client complaints, big or small, and print out for review. |
||
|
Records all Wills and Deeds held by your office and easily compile a reports. See at a glance clients who are due to update their Wills. |
|
Produce an automatically paginated and indexed book in minutes, ready for your Audit. |
||
|
Assign a risk level to critical cases at the click of a button. |
Each version of a document is automatically stored in the system, giving you a complete audit trail. |
|||
![]() |
||||
Hints/tips Download PDF |
. |
















