Lexpro Conveyancing Management Written by Attorneys for Attorneys.

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Lexpro Conveyancing Management Written by Attorneys for Attorneys

Transcript of Lexpro Conveyancing Management Written by Attorneys for Attorneys.

Page 1: Lexpro Conveyancing Management Written by Attorneys for Attorneys.

Lexpro ConveyancingManagement

Written by Attorneysfor Attorneys

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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

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Opening of a file

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Seller’s details

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Buyer’s details

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Estate agent’s details

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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

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Accounting import of files

• Bookkeeper imports conveyancing files in Accounting program

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Accounting import of Conveyancing files

• Bookkeeper selects user from a list

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Accounting import ofConveyancing files

• Details appear on the screen, not necessary for Accountant to re-type information

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Import of files already openedin Accounting

• Files are only opened in once program, can be imported from Accounting if opened in Accounting

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FICA details

• The user must complete the FICA details of the client

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Complete FICA details

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Drafting of documents

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

English

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Drafting of documents

• Various standard letters• User can add own letters or add own

letters

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Drafting of documents

• Complete details of Seller

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Drafting of documents

• Complete details of buyer

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Drafting of documents

• Complete property description

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Drafting of documents

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Documents in Word Processor

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Drafting of accounts

• Client files (including accounting transactions)

• Settlement accounts

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Settlement accounts

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

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Requesting transactions

• Receipts, cheques, journals can be requested and exported to Accounting

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Debit fees

• Fees are debited in Conveyancing and exported to Accounting

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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)

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Four-column accounting enquiry

• Business debit, business credit, trust debit, trust credit

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Three column enquiry

• Debit (both trust and business), credit (both trust and business), balance

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Help is at hand

• Free manual• Readme – latest amendments and

additions to the program• Support via telephone, fax, Internet and e-

mail

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Contact details

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