Software for Conveyancing Firms
From client engagement to completion and every step in between, Insight Legal’s Enterprise workflows for Conveyancing enable you to do more, but in less time.
With the sophisticated workflow tools, conveyancers can organise case information, simplify matter management, define processes and automate actions, whilst still prioritising client care.
Software for Solicitors
Our software is flexible and scalable to meet any size and structure of practice. The functionality has been designed specifically for UK and Ireland Law Firms with you, the user, in mind. So whether you are a Legal Cashier, Practice Manager, Fee Earner, Partner or in any other role in a law firm, you will find features and functions in Insight Legal to make your role easier.
- Legal Accounts
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Legal Accounts
Simple, effective management of your firm’s finances alongside specialist legal accounts.
Read More - Legal Case Management
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Legal Case Management
Intelligent, comprehensive workflows with efficient document management and storage
Read More - Law Practice Management
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Law Practice Management
Manage your law practice for success with financial controls, defined processes and clear visibility
Read More - Compliance
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Compliance
Ensure consistency and compliance while managing your regulatory obligations
Read More - Billing
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Billing
Generate detailed, itemised invoices with simple billing routines
Read More - Time Recording
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Time Recording
Time is money! Capture all activities and turn effort in to billable hours
Read More - Enterprise
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Enterprise
Increased functionality of task management and digital workflow
Read More
Conveyancing Management Software
Insight Legal is a Cloud Based Legal Accounts, Practice Management and Case Management software solution. Our legal software saves firms time and increases their efficiency. See how
In an increasingly competitive market and with most residential conveyancing being dealt with on a fixed/agreed fee basis, every law firm needs to be working at optimum efficiency and saving time wherever possible. Crucially, this must not be at the expense of the client experience.
Your workflow on Insight Legal Enterprise may start with a simple question – ‘How would the client like to receive correspondence?’. The answer takes mere seconds to provide, yet your answer to this question is stored and used to guide and advise throughout the case, saving vital time. Your client care pack can be created in seconds, along with reminders and checks automatically generated.
Insight Legal Enterprise enables you to be smart, saving every bit of time and harnessing every bit of information. Knowledge is power, and with the intelligent information gathering along the way, you can progress your cases in fewer steps and with automation at key stages, freeing up your time for the key legal work.
From the moment you receive instructions on a Conveyancing case, Insight Legal Enterprise makes your life easier.
| Striking the perfect balance of automation and flexibility, Insight Legal Enterprise takes complex processes and turns them in to efficiently organised workflows, underpinned by collaboration and communication at every stage. |
Streamlined process
Let’s start at the beginning with the all-important due diligence and Know Your Client process. Insight Legal Enterprise integrates with Veriphy for market leading person and company checks for Anti Money Laundering (AML). Within moments, and with one simple screen for entering information, you will have screened your client and verified their identity.
With the comprehensive search completed and the full AML and credit check report at your fingertips, a single click can create the client record. This streamlined process eliminates the need for re-entering information or duplicating effort, meaning that you have already saved large amounts of time even before the matter has started.
With client onboarding complete, the all-important case work can begin.
Efficient and accurate
When it comes to searches, efficiency and accuracy is key. Insight Legal Enterprise integrates with Dye & Durham, meaning that your searches can be ordered quickly and easily using information already stored about your client and matter, whilst still receiving the personal and detailed service that Dye & Durham are famous for.
As you step through your case, Insight Legal Enterprise helpfully organises the key activities in to Phases and Tasks, not just for managing and prioritising your daily flow of work, but also to provide crucial management reporting for the business.
Where conveyancing forms are required, Insight Legal’s integration with FormEvo provides a comprehensive forms library with the added benefit of merging client and matter information in to forms automatically. Not just a huge time saving for you, but with FormEvo’s ability to share forms securely and electronically, a huge advantage to your client too. When the time comes for the SDLT, our integration with SDLT.co.uk provides the ability to complete and submit that electronically too.
As the Enterprise workflow guides your matter to a conclusion, you will experience the full benefit of having a truly comprehensive legal accounts and case management system, with the production of your Completion Statement. Combining information gathered from the matter as well as the financial ledger and bringing it together in your own house style, Insight Legal Enterprise’s Completion Statement functionality truly epitomises the benefits of having a single system working for you.
Insight Legal Enterprise’s Residential Conveyancing workflows are available out of the box, created using years of knowledge and expertise, and are fully customisable. Firms can be safe in the knowledge that they have control over every step and stage, so you can clearly define how you want your staff to be working, where flexibility is require and where compliance is key.
| We know that running a Conveyancing case isn’t about just processing actions in a certain order – there’s much more to it than that. |
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Learn more about how Insight Legal Software can support your team and the workflow at your legal practice.
Workflow is part of Enterprise
Take your practice to the next level with Insight Legal Enterprise
Services
Data Migration
For a practice choosing a new system, it is imperative that data from the old system can be brought forward to the new one. We are experts in data migration from over 40 different systems.
Project Management
Insight Legal is an award-winning software solution, supported by a dedicated team of people on hand to work alongside you to plan a bespoke transition according to your exact needs.
Training
Our Training is designed around the needs of your people and practice. Training doesn’t stop after the implementation phase – it’s available whenever and wherever you need it.
Platform and Deployment
Firms can choose between storing data entirely on premise, in the cloud or a mixture of both. This combination of apps and flexible deployment means users have a responsive, easy to use system.
Support
Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.
Phone
Please call our support line on
01252 518939.
Office hours are Mon – Fri, 9am – 5.30pm
Send us an email at support@insightlegal.co.uk and speak directly with a legal professional in our support team
Teamviewer
Once you have clicked the button and the Quick Support Program has downloaded, you will need to select Open or Run depending on which Internet Browser you are using.
Software for solicitors
Check out our range of software
Contact
Call, email or visit one of the Insight Legal Software offices across England & Wales, Scotland or Ireland