Convey

For Sales, Purchase, Remortgage and HIP transactions. DPS Convey has been created by conveyancers for conveyancers.

In a market where margins are constantly being eroded by competition, One Office Convey can assist your firm in reducing your fixed overheads whilst improving the service provided.

Ready to Use & Amendable Workflows including HIPs

Supplied complete with a full set of procedures and documents that cover a conveyancing sales, purchase and HIPs cases Convey is ready to be tailored to your specific needs. The workflows give you the power to prevent certain users from performing certain tasks without supervision or from even starting to process a matter until say Money Laundering provisions have been dealt with. The rules are all user defined though pre set rules are provided. The workflow is flexible enough to allow more experienced users to say go straight to exchange whilst those that are less experienced may need authority.

Document & Form Assembly

A full of documents and plain paper forms are provided with the system, over 500 up to date precedents that build according to the matter. Information from the case is pulled in automatically and paragraphs selected according to circumstances. This means no letter is standard. All of this is automated so that complete documents can be produced using no more than 1 or 2 clicks. If a letter that has been produced needs to be amended then the user can dictate changes straight to the system for transcription by the secretary at a later stage. For users with keyboard skills changes can be made there and then with no danger of amending the source templates.

The systems design provides users with limited keyboard skills, with the tools to produce their own documents from start to finish. Letters that have been produced can be emailed, faxed or printed or a combination of the three direct from the system.

Digital Dictation Integration

Fee earners can use Convey to produce one off letters; these can simply 'head up' a document. They can then dictate straight into the system. Their dictation and the 'head up' letter is then sent to their secretary or an out source worker for transcription. The person doing the transcription types into the provided document. This avoids the most common spelling errors in names and addresses.  Once the work is complete it is sent to the fee earner for checking and authorising for printing.

Electronic files, Post Room, and Case History

All documents pass through Convey and are automatically costed, time recorded, tracked, and document managed. Any task arising in the future because an action has been completed will be put into the appropriate fee earners tasks diary. Tasks associated with OUTLOOK(TM) will be added, automatically.  In this way the system keeps a full case history with reminders as to the next step or steps required.

Convey has links to OUTLOOK that automatically file any incoming emails for cases to the correct case automatically. It simultaneously updates the relevant case handlers in tray.

This is with no user intervention.

Incoming post can be scanned and attached to cases. This sends the scanned image by email to the appropriate fee earners in One Office and also attaches a copy to the file.

Fee earner tasks

One Office tracks everything that has been done on the file and also puts in anticipated next steps according to the work flow. The fee earner can log into One Office and automatically view exactly what they need to do on any file on that day and any task that was carried over from the previous day. The fee earner can view the whole file history from a task, take actions such as emails, write letters, make phone calls, reschedule tasks to another day for another fee earner or complete tasks all from one screen.

Supervisor users can view tasks for others and take actions for them or assign certain tasks to other users.

Workload & Work Done

A fee earner can view all the work that has come in for them (emails in, letters in, scanned images), or work that they have done or had done for them from a single screen. This means that they can view all their post out or in electronically.

This means that for file review a supervisor can view exactly what has come in for a person in any one day or period. They can also view exactly what work a person has done or had done for them in any period. This can also form the basis of reports.

Internet Links, Progress, LMS, L&E, 55Live

One Office can publish information at three levels. Level 1 is where the milestones of a case are published along with the next anticipated step. Level 2 is milestones, next step, and case history, whilst level 3 is everything including documents that are held against the case.

The practice can choose what level to publish information. This can then be viewed by clients, agents or other authorised persons over the internet. The information is published live and with no user intervention, there is no internal procedure to follow the system does all the work itself according to predefined rules that can be changed by the practice.

Information is also published to LMS, L&E and 55live in the format that the specifications for these work provider's demands. This too is automated.

Searchflow, Terramedia, Transaction On Line, NLIS providers

Convey is integrated to all of the NLIS providers giving the user a choice of exactly which provider to use.

Accounts Integration

All One Office systems integrate seamlessly with our Cashier Accounting system to give you a complete office management system for all users within your firm.

You can add Cashier Accounts at a later date, the benefit of integration is real-time, and in fact only one database is used for both systems.

The design reduces the time spent on input and checking data on two systems, while ensuring that accounts data is kept fully up-to-date on case files within all systems.

If you would like further information on this product, or would like to arrange a demonstration, please contact DPS Sales on 020 8804 1022 or alternatively, e-mail us

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