Never lose any contents
Create ‘packets’ that are given a number and location record, saved to either the client or matter. Packets have a check-in/out facility. When any contents are moved or released, a receipt is produced for client signature, and the movement is recorded in the register.
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 5 years since it was last updated and it is advised that it is reviewed – helping you to make more money.