A follow-up of the cases allowing to appreciate, in real time, the situation and evolution as well as an integrated accounting to see at a glance the financial situation of a file.
Files: All documents / contracts relating to a case: Sales, exchanges, shares, wills, mortgage assignments, releases, powers of attorney,leases, companies, donations, Sale undivided right, compromise.
Contracts: Increase visibility through proactive contract management and compliance with leads.
- Management of the parties.
- Management of receipts / payments (prices, fees, fees).
- Follow-up of contract status (Draft, signed, listed, registered, entered in CF, closed, canceled)
- Printing generation
- Signature Management
- Document management
- Management of suspensive conditions
- Management of RE, OR, DV
Documents: For each document of type discharge, banking commitment, release, expedition or certificate of ownership ... manage:
- The partners
- Collection and payment of fees
Partners: List all types of partners: companies , administration, banks or individuals.
Assets: Identify and provide all necessary information about the property and its owners, as well as details of the dates of enjoyment.
Slips: Generate and print your mailing slips for any exchange of documents with your, customers, banks, collectors, custodians or tax administrations.
Stamps: Automation of the stamp and stamp duty process:
- Stock management
- Management of stock movements
- Monitoring the quantities reserved and used for each person in the notary's
- Calcule automatique du coût des timbers par documents
- Calcule automatique du coût des droits de timbres par documents
Invoices: Automatically generate the invoice specific to a given contract according to the parameters of this type of contract.
Trace your expenses and bank deposit and keep an eye on the figures of your activity.
- Management of cash receipts or payments (prices, fees, fees)
- Management of bank accounts
- Transfer of funds between accounts or to the bank
- Management of bank accounts
- Integration of bank statements
- Bank reconciliation
- Management of checks and checkbooks
- Payment Process Process Management
- Generating check slips
- Generation of receipts, acknowledgments of receipt, authorization of payment.
A powerful method that guarantees the accessibility, reliability and integrity of your archive.
- Life cycle management of archives (current, intermediate and historical)
- Management of archives, shelves, rows and boxes.
- Monitoring of capacity, space used and free space.
- Traceability of your records archiving operations
Answer the question who has access to what and who should do what? In order to make a finer management of the access rights of the users of the system and to define privileges specific to each role within the firm.
- User Management
- Role management
- Group Management
- Management of permissions
Prepare and configure document templates / contracts for reuse in a new cases. This module is also used to automatically generate document / contract printouts based on predefined templates.
Set the system to meet your most demanding requirements by integrating:
- The types of goods, invoices, stamps, files and contracts / documents
- The types of payment of fees: property certificate, TPI, TNB, Tax of Edacity, Land Conservation, EDT, DAMGHA, Schedule, Taxes ...
- The programs of automatically calculating the amount relating to each type of fee payments.
- Years and inflation coefficients
- Types of parties: Seller, buyer, exchanger, co-sharer, beneficiary, bank
- The banks
- Land of registry
- The conditions precedent
- The components of the goods
Story the visits and calls of your visitors (customer, company ...) o as to offer better communication within the firm and with your partners.