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Information Packs (HIPs) are a big topic on many
people’s minds at the moment. DPS have developed a
complete solution for HIPS, which is explained further
in this article.
STAGE 1 Team Quoter -
The HIPs
solution starts with the brand new Team Quoter web
based quoting module for conveyancing work. This module
can be attached to your own web site or it can be given
to your ‘work providers’ such as estate agents, to allow
them to instruct you on a HIP through this portal. Team
Quoter is a smart program that runs on the back of your
own web site or can be hosted by DPS. The quoting
portal’s style can be adapted to match your web site and
is a very easy to use module that allows a firm to quote
for HIPS, Sales, Purchases, and joint
Sale and Purchases.
Once the module is loaded onto your web site it simply
asks for the type of transaction and property price that
a quote is required for. Once this information has been
entered a complete on screen quote can be produced. All
the fee rate tables and disbursements are user
adjustable and well documented. You can try out the
system on the DPS web site at www.dpssoftware.co.uk/webquote
Once
someone has entered an instruction into Team Quoter, the
matter details are emailed to the One Office Robot which
is the next part of the
solution.
STAGE
2 One Office Robot
- The One
Office Robot picks up the instructions and automatically
creates a new case for you. Depending on how you have
set up the Robot, it can automatically write the opening
letters, send forms or complete all the documents for
the file opening procedure for you.
STAGE 3 One Office Case
Management - One Office
now runs the matter for you. Since it knows the type of
case created, it only shows you the workflow and
procedures for that particular type of case. For
example, if the matter is a HIP then only the documents
relevant to a HIP are shown to you. The work that has
already been done will be marked on the file and the
documents for this are stored against the
file
STAGE 4 Progress file
tracking - With
progress running in the background any changes to a file
are published up to the web automatically. HOWEVER you
can set progress so that it publishes the whole of the
paper file as well, which means the whole of the
conveyancing / HIP matter file is available to be read
on the web by authorized users.
If you
would like to get more information on this solution then
please contact fbongiorno@dpssoftware.co.uk
or your account manager.
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