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 .

WHY CCM TEXT WITH 8 BOXES

LENDER PANEL PROTECTION

Members of the COMPLETIONmonitor team run sessions at the CML Annual Conveyancing Conference as well as the Annual Conference on Mortgage Fraud.

AUTOMATING THE REPORT

COMPLETIONmonitor now offers an automated Report on Title (ROT), saving solicitors significant amounts of time on the most time-consuming document in the conveyancing process.

REDUCING COSTS

Leading insurers and PI brokers agree that COMPLETIONmonitor assists practices in reducing claims and, as a result, may result in a reduction in in professional indemnity insurance (PII) premiums where the platform is used.

FRAUD IDENTIFICATION

The AML module within COMPLETIONmonitor is powered by Equifax and incorporates a holistic Anti-Money Laundering software solution to help the MLRO and COLP protect their firm against regulatory breaches and fraudsters.

INCREASING FIRM VALUE

The ability to produce management information is becoming increasingly central to a firm’s ability to obtain lower PI insurance rates and remain on lender panels.

INTEGRATION

With a view to mitigating double-entry problems, we currently provide law firms with two alternatives to auto-generate matters on COMPLETIONmonitor.

PRICING

No recurring license fees: law firms pay no recurring license fees for the base COMPLETIONmonitor platform. If you do your anti-money laundering checks using the system, the per-transaction fee is chargeable to the client.

CONVEYANCING RISK

No two conveyancing firms take the same attitude towards risk. The legal team at Lexsure can work with you – free of charge -to build additional specific checklists, workflow alerts and reports to cater for your unique appetite for risk.

FIND A SOLICITOR

Are you searching for a conveyancing solicitor? Use our search tool.

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

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.