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Lexpro Conveyancing Management Written by Attorneys for Attorneys.

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Presentation on theme: "Lexpro Conveyancing Management Written by Attorneys for Attorneys."— Presentation transcript:

1 Lexpro Conveyancing Management Written by Attorneys for Attorneys

2 Main functions Opening of files Import of files from Accounting Drafting of transfer documents Drafting of ante-nuptial contracts Drafting of settlement accounts FICA details of clients Links Lexpro Accounting with GhostConvey

3 Opening of a file

4 Seller’s details

5 Buyer’s details

6 Estate agent’s details

7 Export files to Accounting User exports files to Accounting program Filter on account number, date of opening of file, section (group), fee earner, client name

8 Accounting import of files Bookkeeper imports conveyancing files in Accounting program

9 Accounting import of Conveyancing files Bookkeeper selects user from a list

10 Accounting import of Conveyancing files Details appear on the screen, not necessary for Accountant to re-type information

11 Import of files already opened in Accounting Files are only opened in once program, can be imported from Accounting if opened in Accounting

12 FICA details The user must complete the FICA details of the client

13 Complete FICA details

14 Drafting of documents Transfer documents – land Transfer documents – sectional title Ante-nuptial contracts Letters All documents available in Afrikaans and English

15 Drafting of documents Various standard letters User can add own letters or add own letters

16 Drafting of documents Complete details of Seller

17 Drafting of documents Complete details of buyer

18 Drafting of documents Complete property description

19 Drafting of documents

20 Documents in Word Processor

21 Drafting of accounts Client files (including accounting transactions) Settlement accounts

22 All Accounting transactions are imported to make drafting of statement easier

23 Requesting transactions Receipts, cheques, journals can be requested and exported to Accounting

24 Debit fees Fees are debited in Conveyancing and exported to Accounting

25 Accounting transactions User has access to all transactions in accounting posted on client accounts User only accesses non-sensitive information, no access to business accounts (e.g. salaries)

26 Four-column accounting enquiry Business debit, business credit, trust debit, trust credit

27 Three column enquiry Debit (both trust and business), credit (both trust and business), balance

28 Help is at hand Free manual Readme – latest amendments and additions to the program Support via telephone, fax, Internet and

29 Contact details Telephone (012) Web site Route 21 - Pretoria Cell Chris Cell Louis Stellenbosch - Cape Town Cell Monique Hatfield - Pretoria Cell Nicolise Cell Stefan


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