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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)
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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.
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Ann Jennings
Keavney Jennings Solicitors