The LegalOffice Trust Register is designed to meet the trust administration needs of legal firms and provide an effective risk management tool for advisors.
The software allows advisors to streamline their trust administration process and provide clients with an efficient and effective service.
The Trust Register aims to;
- improve client service and communication;
- establish and maintain standards of operation;
- demonstrate the process of trust administration and build an aufit trail of activities;
- increase efficiency in the handling of trust work;
- allow the firm to use their own specific precedent documents.
The Trust Register includes;
- trust information;
- complete integration with the LegalOffice Practice Management system including Clients, AML, precedents and document management;
This guide is currently being developed…..