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Lexpro Conveyancing Management

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

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Lexpro Conveyancing Management

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  1. Lexpro ConveyancingManagement Written by Attorneys for Attorneys

  2. 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

  3. Opening of a file

  4. Seller’s details

  5. Buyer’s details

  6. Estate agent’s details

  7. 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

  8. Accounting import of files • Bookkeeper imports conveyancing files in Accounting program

  9. Accounting import of Conveyancing files • Bookkeeper selects user from a list

  10. Accounting import ofConveyancing files • Details appear on the screen, not necessary for Accountant to re-type information

  11. Import of files already openedin Accounting • Files are only opened in once program, can be imported from Accounting if opened in Accounting

  12. FICA details • The user must complete the FICA details of the client

  13. Complete FICA details

  14. Drafting of documents • Transfer documents – land • Transfer documents – sectional title • Ante-nuptial contracts • Letters • All documents available in Afrikaans and English

  15. Drafting of documents • Various standard letters • User can add own letters or add own letters

  16. Drafting of documents • Complete details of Seller

  17. Drafting of documents • Complete details of buyer

  18. Drafting of documents • Complete property description

  19. Drafting of documents

  20. Documents in Word Processor

  21. Drafting of accounts • Client files (including accounting transactions) • Settlement accounts

  22. Settlement accounts • All Accounting transactions are imported to make drafting of statement easier

  23. Requesting transactions • Receipts, cheques, journals can be requested and exported to Accounting

  24. Debit fees • Fees are debited in Conveyancing and exported to Accounting

  25. 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)

  26. Four-column accounting enquiry • Business debit, business credit, trust debit, trust credit

  27. Three column enquiry • Debit (both trust and business), credit (both trust and business), balance

  28. Help is at hand • Free manual • Readme – latest amendments and additions to the program • Support via telephone, fax, Internet and e-mail

  29. Contact details • Telephone (012) 341 1939 • E-mail info@lexpro.co.za • 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

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