Client expectations always seem to be creeping upward as people get used to new technologies smoothing other parts of their lives. Striking the right balance between meeting those expectations while still operating in a cost-effective manner is a must for any business looking to succeed and grow.
So how can legal offices live up to client expectations without pricing themselves out of the market? Leverage the right tools.
With a program like ProSuite™, conveyancers save time, minimize errors, and track deals by automating virtually every document needed to complete real estate files. Here are some of the most compelling reasons every BC law office should be using ProSuite to boost productivity and lower costs:
- Powerful partnership network.
ProSuite has a range of comprehensive, full integrations with industry market leaders. ProSuite doesn’t just take you to their website, it connects you with partners from directly with the program, using the data you already entered to save you time every step of the way.
• Stewart Title, FCT and Chicago Title for title insurance
• Stewart Assyst integration provides access to RBC, TD Canada Trust, and Radius Financial for mortgage instructing
• LTSA for title searches and registrations
• APIC for tax certificates and utility searches through their TCOL service.
- Complimentary trust accounting.
The ProTrust module enables you to requisition, print, and track cheques in each individual file created in ProSuite. It also simplifies trust accounting by letting you complete monthly reconciliations against bank statements as well as generate and print reports required by auditors. Best of all, it’s free to use! There is no extra fee to take advantage of the module’s timesaving benefits.
- Complimentary document customization.
We know that every law office is a little different. To ensure you have the solution that best suits you, we have a team of professionals who provide complimentary document customization. Simply send your request to your CSM to take care of and if your request is a bit more complex than usual, they will pass it on to one of our local Document Services Specialists.
- Expert knowledge.
Our team is made up of former legal professionals who not only know our software inside and out, but the legal industry as well. Their experience ensures you are well equipped to face any challenge. And it gets better. There are more than 20 local BC staff dedicated to supporting customers in the market they know best.
- Always up to date.
The real estate law industry doesn’t stay the same for long. We constantly monitor the environment for updates to ensure that your lender documents and mortgage products are always current. We also update ProSuite as quickly as possible in response to legislative changes to minimize their impact on our customers’ workflow.
- Lifetime support & training.
We want you to be successful with ProSuite so our support doesn’t end after your first training session. Your dedicated Customer Success Manager is always available to answer questions or provide additional training for the entire lifetime that you use our software. We also offer regular webinars for different skill levels and when major new enhancements are added, we offer sessions focused on the new functionality.
- Connected to the community.
We’re proud to have great relationships within the BC legal industry. Every year, we participate in more than 15 industry conferences and customer events. We’re also excited to help both new lawyers and notaries get off to a good start by providing them with one year of free transactions.
- Powerful partnership network.