Meet Deborah & Rebecca from ARL Lawyers. Rebecca’s staff use ConveyIT to manage their conveyancing workflows.
ConveyIT is a conveyancing workflow solution which works alongside your practice management software – including LEAP, ActionStep and InfinityLaw. It’s available anytime, anywhere, from any device!
Rebecca Dickie & Deborah Crichton
Featured Case Study: ARL Lawyers
A client story on Rebecca & Deborah from ARL Lawyers
ARL Lawyers provide quality legal services for all situations that affect people, their families and their businesses. They are truly committed to removing barriers to understanding the law by using plain English, demystifying legal processes and offering pragmatic solutions. ARL work on the principle that every client is unique and deserves respect. Matters that concern their clients are important to them.
Rebecca has been with ARL for over 18 years and heads the Property Law team. She has a reputation for leading the way in the provision of legal services for residential and commercial property transactions in the Wellington region.
Deborah is a Legal Executive at ARL Lawyers, she’s what we call a ‘power user’. “I live in ConveyIT on a daily basis” Deborah said. “It’s the main piece of software that I use.
What I like is how ConveyIT allows me to attach documents to an email. What’s neat is that ConveyIT takes it a step further by copying the letter into the body of the email. This allows me to give the email a personalised touch.
ConveyIT has a great tool that allows its customers to email from ConveyIT! Generated correspondence, as well as documents generated in the Workflow can be sent as an email message. “What I like is how ConveyIT allows me to attach documents to an email.” Deborah said. “What’s neat is that ConveyIT takes it a step further by copying the letter into the body of the email. This allows me to give the email a personalised touch.”
The reporting tools in ConveyIT allow you to generate a number of useful reports. “I like the Workload report because it gives me an instant snapshot of the number of sale, refinance, and purchase workflows for each staff member within ConveyIT.” Rebecca said. “From here I can easily track and review my staff’s workload.”
I like how ConveyIT completes all of the contact fields of those privy to the transaction. Real Estate companies and their associated agents, other Law Firms involved in the transaction and their Authors, and then there’s Council data, Lender and Insurance data. It's all there at our fingertips.
ConveyIT’s flexible precedent structure allows ConveyIT to customise our precedents. “We have a number of customised documents that are fully maintained by the ConveyIT team, from statement of accounts to requisition for payment of rates and many other documents in between” Deborah said. “The amount of time and capital we save by having the team at ConveyIT maintain these on our behalf is valuable to us”.
In conclusion Rebecca said, “We have no hesitation in recommending ConveyIT to other Law Firms looking to improve their conveyancing workflow.”
