Conveyancing Practice Management Software

Matter list

An electronic matter for every file which includes all relevant details for your client and other parties, critical dates, online searches and other information relating to a matter.
Record and access all incoming and outgoing emails, PDFs, letters, forms, scanned documents and faxes.
Access forms instantly.
Generate a letter in seconds.
There are pre-configured prompts for alll relevant property information so all relevant information will be automatically inserted into documents created.
Matter information is then used to merge with all documents created.

Create professional emails merged with your client’s details.
Integrates seamlessly with Microsoft Outlook to such an extent
that even incoming emails can be automatically stored against the
matter.
All emails sent automatically saved in your electronic matter,
so all staff can access the email correspondence.
Collects emails relating to the matter from the inboxes of multiple staff.

All documents created are saved into the electronic matter.
All versions of a document are saved and you can roll back to a previous version at any time.
Access an extensive set of up-to-date automated precedents to enable fast and accurate document creation.
Import your own precedents or modify ours.
Seamless integration with Microsoft Outlook, MS Word, MS Excel and Adobe PDF.

Easily find which matters are due for exchange or settlement.
Determine which matters have stamp duty due.
Customise your report to display matters at any stage of the convenyancing process - exchanged, unexchanged or settled.
Narrow the report down by matter type or staff member.
Produce detailed reports including Client Details Report, Referrers Report, and Agents Report.
All reports can be exported to Word, PDF, Excel and CVS for customised reporting and analysis.