Our Story – Gibson Sheat paves the way
Whilst conveyIT was initially based on an off the shelf workflow product we found that this provided only the base functionality and that we essentially had to write the workflow itself, create the tasks and task list that flowed from that, create a set of precedents flexible enough to be utilised in a variety of situations, and create a diary system for management of the transaction itself. This was not easy and took several years to achieve a result that we were happy with.
Other than the challenge of creating conveyIT itself there were further challenges with enforcing compliance with its procedures, especially by legal executives with significant experience, but who did not want to change their ways. We found with perseverance that, without exception, we managed to convert all users to firm proponents of conveyIT.
Once our team started using conveyIT we experienced all of the benefits referred to above and more:
Our team were delighted that all the drudgery was removed from their day to day tasks leaving them in control of the actual interesting stuff. The results were that communications with clients were streamlined and communications with other stakeholders in the transaction, particularly Real Estate Agents, were enhanced.
As a general rule we managed to get all reporting letters out to conveyancing clients on the day of settlement, rather than three or four days later which had been the norm.