The integration enables property lawyers to seamlessly order and manage residential and commercial conveyancing searches, reports and submissions from the UK’s leading search provider within the cloud-based case management system. This not only reduces the time spent on the process, but ensures overall compliance by completing and documenting everything in one system.
The integration, which was originally initiated by Farnworth Rose, provides its property team with a faster and more efficient way of managing property searches and due diligence reports requirements, as well as company searches and access to Lawyer Checker, all from within a single dashboard.
Sophie Holdsworth from the Lancashire based firm confirms: “The integration between SearchFlow and the Osprey Approach system means we can streamline the way we order and manage our property searches, associated due diligence and conveyancing submissions.
“Client care is vital to our business and we are always seeking new opportunities to make the process of buying and selling a home as quick and hassle free as possible for our clients. We are grateful to SearchFlow and Pracctice for integrating the search and legal reporting ordering process within our case management tool, to bring us daily efficiencies, from our providers of choice.”
Via the integration, customers can set up their most used products and bundles for easier, faster ordering and crucially all items ordered via SearchFlow are automatically listed in the Osprey Approach Ledger, meaning nothing is missed. Search results are then automatically saved to the matter history and fee earners are notified by email as searches are returned, to ensure they can quickly respond and avoid delays.
Adds Tracy Burtwell, Sales Director at SearchFlow said, “We strive to provide a high quality customer experience and by integrating with preferred case management solutions, such as Osprey Approach, our clients can enhance their conveyancing productivity and ensure no stone is left unturned. This in turn enables them to provide a more efficient output – and service – to their home buying and selling clients.”
Pracctice Ltd’s CEO, Craig Matthews said, “We are delighted to integrate Osprey Approach with the market’s leading conveyancing search provider, SearchFlow. In doing so, it enables legal services firms to complete more of the process from within their practice management solution, saving time and improving the business flow. It also provides greater transparency on the overall search and legal reports ordering process, with search results being automatically returned and filed into Osprey Approach so everything is clearly itemised and audited and nothing is overlooked.”
To find out more about Farnworth Rose’s range of legal services, visit www.farnworthrose.co.uk. For more information on SearchFlow, call 0870 423 2922 or visit www.searchflow.co.uk. For further details regarding the Osprey Approach case management system visit www.ospreyapproach.com.