Fee Earner Desktop
Document Register
The long term storage and subsequent retrieval of your clients' most important documents should not be left to chance.
LAWFUSION provides a document registry system which, because it is integrated with your case files, can remember and index everything under the correct client record in your database. To eliminate lost documents log-in and log-out are audited. Comprehensive details relating to each document are indexed so that any pertinent issues or warnings, like a lease expiry or will review can be flagged up automatically.
- Caters for Wills, Deeds and Shares.
- Includes a 'catch all' screen for all other items.
- Integrated to client and matter database.
- Multiple user-defined storage locations, e.g. Head office.
- Physical location references can be automatically or manually assigned.
- Log-in, Log-out and History options keep track of document movement.
- Registry includes key dates and details for marketing, e.g. will date.
- Wills - type, review date, executors, codicils.
- Deeds - title no, up to 3 mortgagees, review date.
- Shares - acquisition date/price, no of shares, FTSE code.