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Free tool to meet CQS requirements

18th December 2013

CQS requires all firms to have a clear procedure on handling client enquiries in relation to possible new instructions. This must include telephone and email enquiries. (Core Practice Management Standards 5.1)

As an ETSOS client you can access a free quotation and referral system (QRS) which allows you to produce and email a compliant conveyancing quote in under 60 seconds.

  • Meet CQS requirements to document all enquiries
  • Ensure consistency in fees across the firm
  • Audit trail for previous quotes
  • Increase conversion rates through efficient enquiry handling
  • Generate referrals from estate agents and mortgage brokers

Our search ordering system supports the requirements of CQS and Lexcel, providing the complete audit trail you need to demonstrate compliance. Access of 500 products including searches, anti-money laundering reports, title indemnity insurance and Lawyer Checker from one easy to use platform.

More information can be found at http://etsos.co.uk/quotation-and-referral-system/

To set up your system contact David Opie (davidopie@etsos.co.uk) or call 01524 220001.

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