Dashboard
Dashboard
ConveyIT's convenient and easy to use dashboard gives you a complete overview of your conveyancing workload.
Everything is well laid out and in one place, allowing you to forecast and manage your workload easily. Information sharing across your team/office, means you’ll never miss a task or key date again. Our easy notification alert tool, allows you to keep your clients and other parties informed every step of the way. Our fully managed and securely hosted cloud-based system has automated backups and is accessible from any device, anywhere.
ConveyIT allows you to forecast and manage your workload. You can view a daily snapshot of your conveyancing workload across the entire office and reallocate work due to unexpected staff absences.
Everything is well laid out and colour coded and you can view conditions and settlements due within the next seven days with direct links to each file/matter.
You can quickly add new stages and/or tasks and drag and drop tasks into different stages.
Management can track outstanding tasks across multiple transactions on the automated dashboard, matters can be transferred between staff for easy collaboration
