CLIENTCAREmonitor

A Client take-on checklist that applies to all legal matters opened by a firm.

  • Designed to be used by every fee-earner at a firm, on every matter, resulting in full transparency and much greater visibility across the firm’s cases for the COLP
  • By analysing the data input about clients the system instantly audits 100% of cases and identifies high-risk files
  • Checklist raises very specific queries about the client’s circumstances and immediately flags emerging issues with the firm’s COLP or COFA
  • Helps firms demonstrate to the SRA that they meet their compliance requirements

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Brings increased protection, consistency and efficiency to building the most important - yet tedious and time-consuming - document in a purchase transaction.

  • ‘ROT’ traditionally takes approximately 60 minutes per transaction for conveyancers - now done in seconds
  • Powerful, context-driven template offers lawyers a host of add-in sections covering commonplace to extremely obscure conditions that may be relevant to the property
  • Frequent upgrades to Lexsure’s template are deployed, covering new areas of risk or emerging areas of concern, such as Green Deal advice, solar panels, short leases etc.
  • Fully customisable elements allow firm to retain control and ensure quality control

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Notifies lawyers in real time when lenders change their lender instructions.

  • There have been thousands of hcanges to requirements from the 200 different lenders in the last 8 years.
  • Promoted by the CML, LENDERmonitor is prompted for on numerous professional insurance forms because it is the only way for lawyers to be aware of handbook changes - it protects the lawyer from making a mistake and being sued due to their lack of knowledge
  • With 25% of all negligence claims against solicitors being brought by lenders, LENDERmonitor is an essential yet simple risk mitigation tool
  • Facility to allow lawyers to search a database of past changes

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Intelligent, interactive online checklist and risk management system used by property lawyers

  • Raises relevant and dynamically evolving questions that change based on the criteria of each property transaction, incorporating lender requirements on sales, purchase and re-mortgages
  • Can assist with securing or reducing law firms’ indemnity insurance and with securing/retaining membership of lender panels
  • Produces comprehensive CQS, MLRO COLP and COFA reports
  • Promoted and supported by the CML, insurers and lenders

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