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Thursday, 23 Feb 2012

Legal Evolve comes with a full Risk Management module as standard. We have worked closely with independent advisors and Insurance companies to ensure it has all the tools your firm needs to effectively demonstrate regulatory compliance and risk mitigation.

Easily manage all documents and data related to Undertakings.

Create your own standard letters and ensure you have engagement, disengagement, non-engagement letters etc. at the ready.

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.

Keep an audit log of all relevant phone conversations on 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.

Monitor files for inactivity, instantly create your own report on anything in the system. Reports are another way to double check to your business in being managed accurately.

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.

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