This widget allows users to capture outline details of the case. Information such as the matter reference, agreed price, date of entry, etc. These details can be used when ESPC Legal pre-populates documents.
What happens if I do not complete a transaction?
The details of the transaction will remain in ESPC Legal for th period as agreed in the terms and conditions. You will not be charged for an incomplete transaction. You are welcome to Archive the transaction, however there will be a maximum amount of data that you are able to hold on the system without an additional charge. This information … Read More
Can I delete a transaction?
You are not able to permanently delete a transaction but you are able to archive a transaction. There are two ‘buttons’ to archive a transaction. Firstly, on the transaction page, on the menu on the left hand side there is an option titled ‘Tools’. This feature allows you to archive a transaction. This function is also replicated on the toolbar … Read More
What happens if I ignore a transaction request?
If you are already using ESPC Legal and you ignore a transaction request, any information relating to that case which is added from the other Solicitor, they will need to email you. You are able to take up this transaction at any point
How do I upload a document to ESPC Legal?
You can upload a document into the: Documents widget Personal Details Vault widget Sorting Office widget Uploading directly to the Documents widget The first way is to click on the icon of the document icon type you wish to upload in the Documents widget. In this example the land certificate. A pop-up box will appear that says ‘Upload Doc’, choose … Read More