Safe Custody
Create 'packets' that are given a number and location record and saved to either the client or matter. Packets have a check-in/check-out facility. When any contents are moved or released, a receipt is produced for the client's signature, and the movement is recorded in the register.
Customer retention
SILQ document generation within safe custody records means that you can produce a letter to packet holders (clients) advising that, for example, their will is still in your safe custody, it has been five years since it was last updated, and it is advised that it is reviewed – helping you to make more money.
Conflict Check
SILQ’s one-of-a-kind conflict check feature helps you ensure compliance with your duties, avoid conflicts of interest, and maintain confidentiality. All matter information, persons connected with matters, and persons connected with the law firm may be searched by name, by solicitor assigned to the matter, by matter type, and by a range of dates.
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