Document Templates
Document Templates
Document tasks have embedded links that allows ConveyIT’s
document Wizard to step you through each option or inclusion. Allowing you to provide professional looking documents on your letterhead or with your brand quickly and accurately.
Templated and customisable document content that you can produce on your letterhead (or with your branding) and available in both Word and PDF format.
CSL subject matter experts maintain the system processes, tasks, precedents and documents to ensure that you remain current with changing legislative and regulatory requirements. You can create documents using our wizard and then send electronically to clients. All documents generated are held in your account so you can send or resend individual or multiple documents digitally by email.
Our document precedents are regularly updated and pre-loaded with thousands of industry contacts. Our subject matter experts maintain the system processes, tasks, precedents and documents to ensure that you remain current with changing legislative and regulatory requirements.
Keep your client and parties to the transaction informed and up to date
Pre-populated contact information from master matter data
An easy to use “wizard” steps you through the precedent inclusions for your document
Templated, customisable document content produces documents in Word and PDF format
Produce documents on your letterhead or with your brand
Branding, style and content fully customisable to your needs
Document entity allows for digital transmission by email
