Overview
This course will provide further knowledge of the how the Convey workflow should be used and what integrations are available within the system.
Agenda
Matter:
Scenarios of how to create a client
How to create a matter
Initial matter workflow set-up
How to run the file opening form
How to edit the file label
How to manage contact screens
How to work through the conveyancing purchase workflow
An overview of the conveyancing sale workflow
An overview of the conveyancing remortgage workflow
Integrations:
Run the Access Legal Case Management property search
Perform a legal bricks online search
How to request official copies
Submit an AP1 to the land registry and resubmit attachments
Using the submission manager
How to run the SDLT submission
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
Prior to taking this course Delegates must have completed the Access Legal Case Management User Course.
Course duration
0.5 day
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.