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PMS
Accounts
Conveyancing
Probate
Family
PI
Online Quoting
Web case tracking
Conveyancing is probably the most appropriate Fee Earner activity for the application of automated procedures. In today's competitive market conditions the most successful and profitable Practices are those that can deal with Conveyancing matters in a fast, accurate and efficient manner. The Mountain Software Conveyancing Case Management system comes complete with over 90 integrated forms and letters that can easily be personalised to meet your Individual style of presenting letterheads and other documentation. Incorporated is a centralised database enabling your company to store the details of regularly used firms eg: Estate Agents, Insurance Companies, Building Societies, Regulatory Bodies and so on. Once entered, these details can quickly be drawn through and attached to each client matter as and when required and then used for document production. The Conveyancing module is simple to use yet powerful enough to give users the ability to create their own agendas/workflow/letters. The Agendas can be split into several sections, if required, and include automatic multiple document creation, storage and retrieval. AGENDAS The Agendas within the Conveyancing system are very flexible allowing users to perform : * Automatic document production, single or multiple. * Creation, storage and retrieval of standard letters. * Creation of electronically produced forms. * Cross-referencing with the Diary function to produce future activity reminders. * Avoidance of repetitive data entry. We can supply a full range of Conveyancing agendas in a ready to use format. FEATURES * Ability to handle sale, purchase or combined sale & purchase. * Multiple Document Production, Automatic Storage and Retrieval. * Links into Electronic Forms. * Word Processing Interface, inc Automatic Document Production. * Linked Services Database for Estate Agents, Solicitors, Banks, Building Societies, Local Authorities & Insurance Companies. * Full Diary and Work Flow facility. * User defined Agendas. * Optional On-line Quoting module. * Optional On-line Case Tracking module. * Optional Document Emailing function. * Automatic Calculation of Stamp Duty.
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