Explanatory Text
COMPLETIONmonitor is an intelligent, interactive online pre- and post-completion checklist for conveyancers. Recommended by insurers, COMPLETIONmonitor is a unique risk management tool for conveyancers
COMPLETIONmonitor ensures conveyancers are fully compliant with lender requirements. The system generates real-time alerts, produces SRA and CQS reports, and increases firm efficiency. It is also user friendly, cost effective and may result in reduced PI premium rates .
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CONVEYANCING CASE MGMT
Conveyancing Case Management systems have an important role to play in increasing efficiencies and making a firm more productive but there primary focus is not on Conveyancing Risk Management.
What every COLP needs to know! FREE CPD WEBinars 2013
What every COLP needs to know! FREE CPD Webinars 2013
UPCOMING WEBINARS:
- Differentiating between a minor and material breach: some interactive case studies
- Personal protection for COLPs: what are some of the typical changes to constitutional documents?
- What to include in your SRA Annual Information Report
- Common practice failure: how to react
PAST WEBINARS:
- COLP and COFA: Putting clients at the forefront of your compliance strategy
- To cough or not to cough? A practical guide for COFA’s
- How to lower your PI Insurance Premiums by 10%
Join us at our Free CPD accredited WEBinars
4 November 2013
Strategies for COLPs / COFAs
4 November 2013
Strategies for COLPs / COFAs
how does it work on home page in the bottom
HOW DOES IT WORK?
CLIENTCAREmonitor can integrate with existing case management platforms, is simple to use, and is highly cost and time effective. The platform audits 100% of cases and identifies the high-risk files in real time, allowing the COLP to focus on the real risk areas and do so in real time. CLIENTCAREmonitor's matter-level compliance and risk management is designed to be used by every fee-earner at a firm, on every transaction, resulting in full transparency and much greater visibility for the COLP across the firm's cases.
During the client take-on and file closure phases of a legal matter, each lawyer (or the lawyer, if a sole practitioner) performs CLIENTCAREmonitor's compliance assessment checklist. The checklist is presented as a simple one-page screen with multiple-choice questions that takes two to three minutes to complete. An instant risk classification, based primarily on the SRA’s scoring metric, is then produced and the COLP or COFA is immediately alerted to the risks via their dashboard.
CLIENTCAREmonitor's COLP and COFA dashboards highlight ‘high-risk’ matters, filtered from data on every file, allowing COLPs to react in 'real time’ to potential compliance issues, often before the compliance failure occurs.
Lexsure, formerly ConveyCentric, has developed a family of products to assist lawyers in risk management, including CLIENTCAREmonitor, COMPLETIONmonitor and LENDERmonitor. Lexsure maintains key partnerships with the Council of Mortgage Lenders, Landmark and St Giles Professional Risks.