Accesspoint Legal Services: Increasing your firm’s efficiency with Sales and Purchase Screens and Workflows

Our latest addition to the growing portfolio of innovative products are the Sales & Purchase screens and workflows that have been designed to improve the efficiency within your firm.

Firms often face difficulty when juggling deadlines, providing a high quality service to clients and still meeting the expectations of the ever changing legal environment. That’s why we don’t want you to sweat over the small things and waste hours of your precious time completing tedious tasks and populating templates and forms.

We believe firms should be able to focus on their clients and their desired outcomes, not the technology.

The Sale and Purchase workflows have been written within Partner for Windows case management system to give a streamlined approach in completing tasks.  The workflows allow firms to have an ‘out of the box’ workflow for Sale and Purchase transactions which can then be added to and developed for their own in-house procedures

Main Features

Save time and Money

Drastically cut down on costs and reduce wasted hours of your firm’s precious time spent on completing tedious tasks and populating templates and forms.

Perfect portal integration

When matters are created in P4W the information from Perfect Portal is stored within the screens, this then auto populates either Oyez or Laser Forms.

Infotrack

The Sale and Purchase screens have been designed to work when using Infotrack so that the information is available to auto populate their forms.

Effective Organisation

Dates such as Exchange and Completion are automatically added to fee earners and central calendars if applicable.

Interested?

For more information please visit our website at accesspoint.legal/sales-purchase-screen-workflows

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