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Case Management System Integration

In keeping with our core commitment of making users’ lives easier, the ETSOS platform can be fully integrated into a firm’s case management system (CMS).

This gives the conveyancing team one unified system and users no longer have to keep switching windows and cross-referencing multiple screens. Ordering and review can all be done in a couple of clicks from the CMS, with no re-keying needed and searches and reports returned directly into the case plan.

These simple integrations deliver significant time and efficiency savings; generate clear audit trails that in turn help meet compliance requirements; simplify the management of disbursements; and provide clear visibility of progress and findings for customers coming in via online CMS portals.

Depending on the CMS, integration can provide multiple benefits:

  • Order searches directly from your case management system
  • Reports may be returned automatically into the matter
  • No need to login to supplier websites
  • Account managers at end of phone to respond to any queries
  • Save time and make your process more efficient and profitable
  • Ensure internal procedures are compliant with professional quality standards

Case Management Systems currently supported:

 

“The ETSOS integration has increased our efficiency massively. It has provided us with a seamless search ordering process directly from Proclaim so there’s no need for us to go back and forth between the portal and our desktops anymore. This in turn saves us a lot of time and means we are able to increase efficiencies for our clients as well as increase our profitability!”
Darren Becks, Angela Viney Conveyancing Services

“The ETSOS ordering platform has been a fixture in our conveyancing team for some time, transforming the speed and ease of ordering of not just searches and specialist reports but many ancillary products too. The recent integration of ETSOS into our Eclipse Proclaim case management system has taken it up another level, saving time logging into the portal and entering property details. All in all, it’s an excellent example of how vendors working together can make conveyancer’s lives easier.”
Kerry Dundas, Head of Residential Conveyancing, Myers Solicitors

“We’ve used the Quotation & Referral System for a couple of years and been delighted with the results. The latest development work to integrate all the information from the quotes into SOS Connect has entirely removed the need to re-key information. making dealing with new business enquiries and setting up new matters more efficient and enhanced our client experience.”
Tom Parkinson, Director & Head of Residential Conveyancing, Rowlinsons

“As long standing clients of ETSOS, we have long been impressed with their continued drive to improve the ease of ordering searches and related products. We use the Eclipse Proclaim case management system and they have now enabled us to integrate this with ETSOS saving time logging into the ordering system and entering property information.  ETSOS have also provided us with  excellent customer service over the years. They are friendly knowledgeable and approachable and we enjoy working with them. ”
Mark Jones, Director & Solicitors, Gedye & Sons

The ETSOS quote and referral system is a free useful tool in keeping conveyancing work where it belongs: i.e. on the local high street! It is an essential way to prepare for the inevitable onslaught of Tesco law Gary Rycroft – Partner, Joseph A Jones & Co Solicitors

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