Lexpro Conveyancing Management Written by Attorneys for Attorneys

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

Opening of a file

Seller’s details

Buyer’s details

Estate agent’s details

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

Accounting import of files Bookkeeper imports conveyancing files in Accounting program

Accounting import of Conveyancing files Bookkeeper selects user from a list

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

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

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

Complete FICA details

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

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

Drafting of documents Complete details of Seller

Drafting of documents Complete details of buyer

Drafting of documents Complete property description

Drafting of documents

Documents in Word Processor

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

All Accounting transactions are imported to make drafting of statement easier

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

Debit fees Fees are debited in Conveyancing and exported to Accounting

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)

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

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

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

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