Conveyancing
Conveyancing - Software
Conveyancing case management
Liberate case management caters for conveyancing, remortgage, plot sales and right to buy. Designed to improve productivity and provide the competitive edge in a competitive and changing market.
A scalable solution with optional modules ensures the system caters for private client work as well as practices servicing high volume work where automation is essential.
Financial / Time Posting – No need to repost
The case management system is just one element of the Liberate software solution. Clients wanting standalone case management are catered for, as are clients requiring integration with a fully featured legal accounting system. If required the conveyancing workflows can post financial and time transactions to the Liberate Legal accounting module. The legal accounts is the basis of the Liberate practice management software which has been voted NUMBER 1 in the Law Society Software solutions guide *
The ability to automate the posting of predefined transactions such as a unit of time associated to the production of a specific precedent further improves the efficiency gains and standardisation. The need for additional postings by the accounting team is removed.
E – Conveyancing
The Liberate conveyancing solution integrates with some of the NLIS channels. The integration differs dependant on the level allowed by each of the providers.
Linetimes development team monitor information available from the Land Registry tracking developments on elements such as the Chain Matrix, ensuring systems embrace emerging e-conveyancing standards.
The Liberate conveyancing system can also be used to store HIP content or supply property information to a selected HIP provider.
SDLT
Electronic Submission of the SDLT form via the HMRC Stamp Duty Online web site is available to all registered users. The Liberate conveyancing solution can take this one step further – once again improving operational efficiency.
Data collated in the conveyancing system is used to produce the hardcopy SDLT. When the case reaches the required stage the SDLT data is electronically submitted to the StampTaxes online service. No need to rekey data. The service returns a submission receipt allowing the SDLT5 to be produced, printed and sent for registration – all without delay.
Conveyancing Workflow
A typical conveyancing transaction embraces the following main stages:-
1) Pre-Contract
2) Completion
3) Post Completion
*2007
Efficient workflows – with flexibility
Automation of routine, repetitive functions enables conveyancing tasks to be completed efficiently and to a defined standard. Pre-defined processes also assist risk management and aid compliance.
The generation of standard letters, forms, reminders and SMS client updates can all be easily automated.
Workflows can also generate any required financial and time transactions.
However workflows are not ‘set in stone’ and can be modified using the inbuilt Designer software. Users can modify screens, documents and processes to meet their client’s individual requirements.
Integrated Forms
The Liberate conveyancing system is integrated with electronic forms from both Oyez and Laserform.
Intelligent forms validate input reducing the risk of errors. Auto-population with case data saves time and effort.
Client Communication - Improve service, Minimise enquiries.
Keeping clients updated on progress of a case is essential, but can be time consuming.
Liberate conveyancing users have options…
SMS Text Updates – Users can elect to automatically text a client at predefined key stages. E.G. “Contracts Exchanged”. This high level of personal service reduces the number of telephone enquiries to busy conveyancing Fee Earners.
Online Case Tracking – The optional case tracking system services two distinct types of user.
- The individual requiring access to details of a specific case
- The referrer of bulk work who requires access to information on all of their cases.
Both types of user access live case information - on a secure website under password control.
Client communication is improved with users having access to transaction ‘milestone’ information and more.
The Online module also includes an integral QUOTATION system.
For more details on this module please visit www.linetime.co.uk/page_10_liberate_on_line.html
Case history - at your fingertips
A full electronic history of all activity is maintained for each case. All correspondence produced is stored, as are copies of all outbound and inbound e-mail. File & Telephone notes, SMS messages and scanned documents can also be held within case history.
The electronic file is instantly available from your desktop - allowing cases to be dealt with efficiently and improving customer service. No more searching for answers whilst a client waits on the phone.
The complete history also assists practice managers to audit files and monitor compliance with internal and external standards.
Links to Panel Providers
Practices are under increasing pressure to streamline the processes required to service their panel referrers and meet agreed Service Level Agreements.
Users of Liberate conveyancing and remortgage systems have options to support the following referral panels:
STARS-LMS
XIT2
Simply Conveyancing
These interfaces control the content and scheduling of the information flow between the practice and panel referrer. This automation ensures the practice meets the criteria defined in the service level agreements and avoids penalty charges.