A workflow is, essentially, the process and procedure that a piece of work takes from the first steps of winning that work to the final stages of completion. While there may be some unique cases, and there may be some elements of cases that are unique, there are also many standard cases that follow the same path, and there are certainly elements of most cases that are the same. By establishing a workflow, or a procedure to follow, for these standard cases and standard elements of individual cases, it is possible to optimise the process.
Effective workflows can reduce the time it takes to complete a project, they can improve the results of a case, and they can also help reduce workload while reducing the possibility of human error and mistakes. Much of the conveyancing process involves repetitive tasks, and workflows that can be identified and automated so that they can be implemented with every case that comes in, and the use of conveyancing case management software not only enables you to identify these processes but can automate many of the tasks that your solicitors, admin staff, and even your fee earners are involved in.
Even for those elements of a conveyancing case that cannot be automated, the software can be used to set alerts and reminders in order to prompt stakeholders to take the appropriate action at the appropriate time. Case management software can reduce workload, reduce costs, and increase revenue, making it a highly beneficial addition to any conveyancing legal firm.
The legal conveyancing process requires the completion and submission of multiple forms to government agencies, to the land registry, to other solicitors and to additional parties. These forms are standard documents, and you will have the majority of the details required for their completion already on hand. Details such as client address, date of purchase, and personal details, for example, will be stored in the conveyancing software database, and simple workflow automation means that the software can be set up to automatically generate these documents at the stage they are needed, and it can populate the forms with the relevant data.
Regular communication with clients is another important workflow. Generally, you will need to make contact to verify that you have started work on the project, to request certain details, and to inform them when you reach specific milestones. Again, these workflows can be automated. Conveyancing software can automatically send emails and even text messages to clients at arranged dates and times, or when a contract reaches a specific stage. The message can either direct the client to an online portal where they can see a status update, or it can send information pertaining to the exact stage of the process that you are at.
Customer communications and form submissions are just two areas of conveyancing workflow procedures that can be used with conveyancing software. There are many others, ranging from the development and nurturing of leads through to the automatic running of reports to determine the most effective fee earners and the most profitable forms of contract.
Conveyancing firm software from Redbrick Solutions can be used to automate processes and to improve workflow procedures. Enjoy streamlined processes, improved communication, and a host of other benefits with your new legal firm software.