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…
Proclaim links seamlessly with NLIS 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.
Proclaim automates many of the routine administrative tasks that are required through the life of a file, for example:
Proclaim’s powerful database stores all your contacts and records all correspondence, be it phone calls, letters, faxes or e-mails. Incoming mail can be scanned into Proclaim and logged against the relevant contact to provide a complete case summary. The client address update function enables you to automatically change the client’s address to the new property address on completion.
HMLR forms (and updates) are provided and can be downloaded directly from the Eclipse web site (www.eclipselegal.co.uk), 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.
Fast and effortless document and form production means that at the start of a case, it’s possible to generate all relevant documentation automatically at the touch of a button. Intelligent documents are contextually sensitive – letters look personalised, not mass-produced. Automated ‘exchange of contract’ letters have in-built intelligence to ensure that only relevant information is sent.
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.
Proclaim can automatically publish selected matter data to a secure web site – 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.
Proclaim allows the sending of SMS (text) messages direct to clients’ mobile phones, at the click of a button, or automatically within workflow, to keep them up to date with developments (e.g. “searches completed”, “contracts exchanged”).