Transcript Lexpro Litigation and Debt Collection

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
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 e-mail
Contact details
• Telephone (012) 341 1939
• E-mail [email protected]
• Web site www.lexpro.co.za
Route 21 - Pretoria
• Cell Chris 083 556 8520
• Cell Louis 082 777 5517
Stellenbosch - Cape Town
• Cell Monique 082 363 6641
Hatfield - Pretoria
• Cell Nicolise 083 447 7931
• Cell Stefan 072 417 0511