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.
- Legal Accounts
Simple, effective management of your firm’s finances alongside specialist legal accounts.Read More
- Legal Case Management
Legal Case Management
Intelligent, comprehensive workflows with efficient document management and storageRead More
- Law Practice Management
Law Practice Management
Manage your law practice for success with financial controls, defined processes and clear visibilityRead More
Ensure consistency and compliance while managing your regulatory obligationsRead More
Generate detailed, itemised invoices with simple billing routinesRead More
- Time Recording
Time is money! Capture all activities and turn effort in to billable hoursRead More
Increased functionality of task management and digital workflowRead More
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.
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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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.