Conveyancing Case Management System

The continued industry drive towards eConveyancing case management for residential and commercial conveyancing means choosing the correct conveyancing software has never been more important than right now. Whether requesting online searches, or filing land registry forms electronically, both buyers and sellers demand access to files 24 hours a day, and good conveyancing software should be able to provide clients with the tools to meet specific needs. The software must allow practices to improve efficiency and compliance using defined processes in workflows and agendas, as well as regularly updating transaction forms, SDLT forms and CQS forms.

Nothing can be left to chance in the practice of law if a firm is to prosper and grow, and the software used must in some way reflect the goals and work methodologies of those that use it, as well as being user-friendly. A lot of malpractice cases arise because of human error, and conveyancing software, in a nutshell, is advanced legal software that not only makes the task of conveyancing easier but impacts on the whole practice in a positive way and helps move the business forward in today’s competitive marketplace; where legal errors can be disastrous and operational errors the same.

Once the client has selected the right home to buy, and plans are underway to obtain a mortgage, a conveyancer will be required to get things moving in terms of the legalities. Conveyancing can be conducted by both property solicitors and conveyancers, who will sort out many of the vital tasks involved in buying a property, such as transferring the cash to buy, as well as dealing with the Land Registry.

Conveyancing software and legal case management software has been specially created by conveyancers for conveyancers, and dynamic law firms wishing to get in on the act and exploit the very latest offerings must take into consideration the specific needs of the business before selecting the right software to use. Good legal case management software for conveyancers is specifically designed to help clients streamline processes as well as increasing the capacity to handle larger volumes of work. Law firms do not want to bite off more than can be chewed, and certainly don’t want to be rushed into making mistakes, so it is easy to see how choosing the right software is essential.

Conveyancing software is designed to help law practices reduce fixed overheads whilst improving the service provided to customers. It can also deal with full flows for sales, as well as purchase and re-mortgage work, and the software should also possess a vast array of templates from which documents can be formulated and assembled for specific needs.

Such automated conveyancing forms should include templates for all important agencies including both HMRC and Land Registry documents and can generate these forms almost instantly. Once a client’s information has been entered into the firm’s conveyancing database those details should then be automatically merged every time a new document is generated. Conveyancing software should offer complete solutions for any conveyancing department, as well as including a full database of contacts which will reduce the need for data entry and consequently save time. This means that a practice can quickly and easily use conveyancing software and begin working straight away which will provide a faster return.

Other features of good conveyancing software include digital dictation integration, electronic files, Post Room, and Case History, workload and work done monitoring and reporting, automated fee earner tasks, and accounts integration to name a few. Whether or not your agency needs all these features depends on the structure of your business, but most conveyancers will benefit from all these features in one software product.

But keeping everything all in one place doesn’t just save time and money, it also provides lawyers with an all-round perspective of the case being dealt with by giving a 360-degree review. This gives lawyers the opportunity to see a case from many different angles and maybe pick something up that has been missed. Finally, good conveyancing software should always be an asset to a law firm, if it isn’t then it should be discarded before causing damage which cannot be undone.

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