Lexpro Conveyancing Management

Lexpro ConveyancingManagement

Written by Attorneysfor 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• Links Lexpro Accounting with

GhostConvey

Opening of a file

Seller’s details

Buyer’s details

Estate agent’s details

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

Accounting import of files

• Bookkeeper imports conveyancing files in Accounting program

Accounting import of Conveyancing files

• Bookkeeper selects user from a list

Accounting import ofConveyancing files

• Details appear on the screen, not necessary for Accountant to re-type information

Import of files already openedin Accounting

• Files are only opened in once program, can be imported from Accounting if opened in Accounting

FICA details

• The user must complete the FICA details of the client

Complete FICA details

Drafting of documents

• Transfer documents – land• Transfer documents – sectional title• Ante-nuptial contracts• Letters• All documents available in Afrikaans and

English


• Various standard letters• User can add own letters or add own

letters


• Complete details of Seller


• Complete details of buyer


• Complete property description

Documents in Word Processor

Drafting of accounts

• Client files (including accounting transactions)

• Settlement accounts

Settlement accounts

• All Accounting transactions are imported to make drafting of statement easier

Requesting transactions

• Receipts, cheques, journals can be requested and exported to Accounting

Debit fees

• Fees are debited in Conveyancing and exported to Accounting

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)

Four-column accounting enquiry

• Business debit, business credit, trust debit, trust credit

Three column enquiry

• Debit (both trust and business), credit (both trust and business), balance

Help is at hand

• Free manual• Readme – latest amendments and

additions to the program• Support via telephone, fax, Internet and e-

mail

Contact details

• Telephone (012) 341 1939• E-mail [email protected]• Web site www.lexpro.co.zaRoute 21 - Pretoria• Cell Chris 083 556 8520• Cell Louis 082 777 5517Stellenbosch - Cape Town• Cell Monique 082 363 6641Hatfield - Pretoria• Cell Nicolise 083 447 7931• Cell Stefan 072 417 0511

Lexpro Conveyancing Management

Documents

Transcript of Lexpro Conveyancing Management