Lexpro ConveyancingManagement
Written by Attorneysfor Attorneys
Main functions
• Opening of files• Import of files from Accounting• Drafting of transfer documents• Drafting of ante-nuptial contracts• Drafting of settlement accounts• FICA details of clients• Links Lexpro Accounting with
GhostConvey
Opening of a file
Seller’s details
Buyer’s details
Estate agent’s details
Export files to Accounting
• User exports files to Accounting program• Filter on account number, date of opening of
file, section (group), fee earner, client name
Accounting import of files
• Bookkeeper imports conveyancing files in Accounting program
Accounting import of Conveyancing files
• Bookkeeper selects user from a list
Accounting import ofConveyancing files
• Details appear on the screen, not necessary for Accountant to re-type information
Import of files already openedin Accounting
• Files are only opened in once program, can be imported from Accounting if opened in Accounting
FICA details
• The user must complete the FICA details of the client
Complete FICA details
Drafting of documents
• Transfer documents – land• Transfer documents – sectional title• Ante-nuptial contracts• Letters• All documents available in Afrikaans and
English
Drafting of documents
• Various standard letters• User can add own letters or add own
letters
Drafting of documents
• Complete details of Seller
Drafting of documents
• Complete details of buyer
Drafting of documents
• Complete property description
Drafting of documents
Documents in Word Processor
Drafting of accounts
• Client files (including accounting transactions)
• Settlement accounts
Settlement accounts
• All Accounting transactions are imported to make drafting of statement easier
Requesting transactions
• Receipts, cheques, journals can be requested and exported to Accounting
Debit fees
• Fees are debited in Conveyancing and exported to Accounting
Accounting transactions
• User has access to all transactions in accounting posted on client accounts
• User only accesses non-sensitive information, no access to business accounts (e.g. salaries)
Four-column accounting enquiry
• Business debit, business credit, trust debit, trust credit
Three column enquiry
• Debit (both trust and business), credit (both trust and business), balance
Help is at hand
• Free manual• Readme – latest amendments and
additions to the program• Support via telephone, fax, Internet and e-
Contact details
• Telephone (012) 341 1939• E-mail [email protected]• Web site www.lexpro.co.zaRoute 21 - Pretoria• Cell Chris 083 556 8520• Cell Louis 082 777 5517Stellenbosch - Cape Town• Cell Monique 082 363 6641Hatfield - Pretoria• Cell Nicolise 083 447 7931• Cell Stefan 072 417 0511