Sales & Purchase Screen and Workflows

We believe firms should be able to focus on their clients and their desired outcomes, not the technology.

Our latest addition to the growing portfolio are the Sales & Purchase screens and workflows that have been seamlessly integrated with Perfect Portal. When matters are created in P4W the information from Perfect Portal is stored within the screens, this is then available to auto populate templates and either Oyez or Laser Forms. The sale and purchase screens have also been designed to work when using Infotrack so that the information is available to auto populate their forms as well.

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Learn more about our Sales & Purchase Screen & Workflows.

Find out more about our Sales & Purchase Screen and Workflows. Enter your email address below to download our free PDF leaflet, or contact us.

    Our sale and purchase workflows are linked to perfect portal milestones so that the clients are always kept informed on the progress of the case. The bespoke workflows are fully adaptable to suit the workings of the firm.

    Main Features

    Save Time and Money

    Drastically cut down on costs and reduce wasted hours of your firm’s precious time spent on completing tedious tasks and populating templates and forms.

    Perfect Portal Integration

    When matters are created in P4W the information from Perfect Portal is stored within the screens, this then auto populates either Oyez or Laser Forms.

    Effective Organisation

    Dates such as Exchange and Completion are automatically added to fee earners and central calendars if applicable.

    InfoTrack
    Integration

    The Sale and Purchase screens have been designed to work when using Infotrack so that the information is available to auto populate their forms.

    Out of the Box Workflows

    Written within the Partner for Windows (P4W) case management system to offer an ‘out of the box’ workflow for Sale and Purchase conveyancing transactions, which can then be added to and developed for their own in-house procedures.

    Preview

    (click to zoom)

    Contact us on 020 3189 2645 or enquire below.