eXpd8 crm | Open your Mind to a better business process with eXpd8 crm
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Tel: +353 1 870 4999

Tel: +61 3 8612 3309

Tel: +61 3 8612 3309

Tel: +353 1 870 4999

Tel: +353 1 870 4999

Tel: +1 905 876 1791


eXpd8 Risk Management Features


 

Helping your legal firm tick all the boxes, making it easy to comply with and prove compliance with Risk Management.

When it comes to legal compliance, you need to know that your case management software helps you encorporate risk mitigation as part of your daily processes.  Risk management needs to be an integral part of your daily procedures, not an after thought. To this end, eXpd8 includes the following key areas:

 

  • Conflict of Interest checking

  • Client Identification - Anti-Money Laundering

  • Section 68 reminders

  • Undertakings Register

  • Critical Dates

  • Outlook Email & Diary Integration

  • Wills & Deeds Register

  • Weekly/Monthly Reports: File review, Undertakings, Time & Billing

  • Scanning & Brief Facility

  • Alarms Search

  • Time & Billing Recording

  • Manage Complaints  

     

Videos related to P.I. (click on the icon to play the video)

 video on using conflict checking  
   



        

For more information email info@expd8.com or fill in the box to the right to request a demo!


 

In the year 2012 my working life changed for the better with the introduction of eXpd8 case management system! I would have regarded myself as a computer illiterate and would have resisted change, however, eXpd8 has changed my views. It is a fantastic system that is user friendly, has improved time, staff and risk management in this office. Instead of being a burden to update it actually facilitates the easy and efficient running of the office. Diane from eXpd8 takes a very hands on approach and is very pleasant and helpful to deal with.


Ann Jennings
Keavney Jennings Solicitors

 

Michael Quinlan



Michael Quinlan,
Dixon Quinlan Solicitors. Parnell St, Dublin