ESPC Legal maintains a list of solicitors, conveyancers, legal secretaries and legal administrators. This list contains names and details of Solicitors registered with the Law Society of Scotland. However, ESPC Legal does not have a definitive list of all conveyancers, legal secretaries and legal administrators (grouped as conveyancers within the ESPC Legal platform). What does this mean? From time-to-time you … Read More
What is the Documents widget?
The Documents widget is where the firm can store documents relating to the prospect and share with the other side (If they are using ESPC Legal). Reduced document types (icons) set When you initially create a case in ESPC Legal you are provided a ‘cut-down’ list of document types (colloquially called icons) until you add: Date of Entry Agreed Price … Read More
How do I amend the conveyancing checklist?
To amend the conveyancing checklist within ESPC Legal, you must first go to the Configuration section, located on the menu bar on the left. You will only have access to the configuration section if you are an administrative user. Within this page there are two widgets, one for ‘Sale Checklist Configuration’ and one for ‘Purchase Checklist Configuration’. To amend a task … Read More
How do I remove an item from the Sorting Office widget?
You are able to archive documents from your Sorting Office widget but not fully remove them. When a document is archived it is never fully deleted from the platform, only hidden from view. How to archive a document? Click on the document to be archived – a pop-up will appear with the document information. Click the black ‘Archive Document’ button … Read More
How do I archive a transaction?
In ESPC Legal you are able to archive your unused or completed transactions. Below is a step by step guide of how to archive trasnaction. Step 1: Find and select the archive button on the toolbar at the top right of the transaction or in the drop down on the left-hand side of the screen. Step 2: Head to the … Read More
How do I amend the standard ESPC Legal styles?
Note: At ESPC Legal we sometimes call our pre-loaded templates ‘the vanilla styles’, so if that phrase is used you will know the reference. ESPC Legal users are able to amend the pre-loaded styles to read whatever the firm would like them to say. This is in addition to the ability to add your own styles to the system. There … Read More
What is the ‘Checklist’?
The checklist is a handy list of conveyancing tasks and has been designed to help keep you on track with your transaction. Differing for purchasing and selling transactions, these checklists can be customised to suit your firms practices. A task shown as: Red indicates that the task is overdue Amber is due in the next 7 days; and Green has … Read More
Can I upload my own templates to the document and letter styles?
Yes you can add your own templates and styles for ESPC Legal to pre-populate with the correct information. However, only Administrators are able to update these templates as they are available to the whole firm. For training on how to add your own templates please contact ESPC to arrange a session. Use the steps below as an aide memoire. Remember … Read More
How do I add a new user to my firm?
A user with Administrative access must activate the new user profile from the Configuration section of the site. They will set up the new user and assign them their access rights, the user will then receive a confirmation email to confirm the account. To add a new user please follow the steps below (images located below): Open ESPC Legal and … Read More
Can I upload my own template to the email styles?
To upload you must be an Administrator. Go to the configuration section, you will see a widget titled ‘Email Styles’, this widget contains all of the email styles available for your firm to use. At the bottom of this widget there is a button that says ‘Click here to add a new style’, select this button and a dialogue box … Read More
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