Proclaim Conveyancing and Remortgage Case Management Software is geared to increase your productivity and improve the services you offer. Whether you receive volume cases from panels, or concentrate on private client business, Proclaim enables your practice to adapt to the changing face of conveyancing…
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Eclipse Proclaim Case Study: Goldsmith Williams
Conveyancing and the “Interface Relationship” with clients
Eddie Goldsmith of Goldsmith Williams talks about how the Proclaim Conveyancing Case Management solution enables the practice to provide the ultimate in client service.
Proclaim links seamlessly with online search providers and also enables online submission of the SDLT forms direct from your desktop. Proclaim’s compatibility with Conveyancing and Remortgage referral bodies, panels and technologies provides the option for your firm to easily accept electronically forwarded volume work.
Land Registry Business Gateway
The Business Gateway allows conveyancers to access Land Registry services directly from their case management systems. Services available include property enquiries, document copy requests, bankruptcy searches, transaction status reports, and so on.
“Eclipse Legal Systems has developed a seamless integration with Land Registry’s automated Business Gateway channel. This offers Eclipse clients an effective and efficient way to access information services, directly from the Proclaim Case Management solution.”
James Rippin, Land Registry Business Gateway Product Manager
HMLR forms – and updates – are provided free of charge and can be downloaded directly from our secure Client Area, to be stored and completed on-screen. Land Registry Search forms provide the ability to search against the names in the system, or to change them and search against alternatives.
Report on Title automation
Built-in intelligence ensures essential information is accounted for prior to dispatch, saving hours of effort every day – and maintaining accuracy.
The Conveyancing Calculator allows clients to gain quotes when it’s convenient for them anywhere, anytime.
It operates as an ‘add on’ quote generator for your existing website, instantly producing estimates of fixed fee work for the sale, purchase or re-mortgaging of properties.
The Conveyancing Calculator can also be utilised as a lead generating tool when seamlessly integrated with Proclaim’s New Business Enquiries platform – automatically capturing potential clients’ requirements and nurturing them with fully automated tailored emails, texts and letters. Try out the Conveyancing Calculator.
Proclaim Conveyancing Software will provide you with the control you want over your processes and working practices. With help from Proclaim, you will be able to meet CML Panel requirements by implementing the requests into the system.
A full diary facility is linked with all case activities, with automated reminders to ensure important events are not overlooked. The diary system provides a powerful tool that can be set up to allow certain activities to be diarised in someone else’s diary e.g. secretary to chase for a reply to a fee earner’s letter, etc. All actions are logged to create an accurate audit trail.
Online Case Tracking
Proclaim can automatically publish selected matter data to a secure website — enabling your practice to make information available to private clients, estate agents and referrers around the clock, without picking up the phone, or putting pen to paper. An internet quoting tool is available for prospective clients to obtain a fixed price quotation for Sale and/or Purchase, calculated automatically from the property value. If required, live cases can be created from the quote itself.