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e-dealing Workflow Guidance and Checklists
e-dealing Workflow Guidance for Solicitors
This document provides an outline of the e-dealing process and highlights the key workflow changes that e-dealing users may need to make in their practices to maximise the benefits of using e-dealing. It describes the 11 steps of the e-dealing workflow process, and also presents suggestions for checklists to assist in these workflow process steps.
e-dealing Workflow Guidance for Solicitors (PDF format)
e-dealing Workflow Guidance - Sample Checklists
Part Two of the Workflow Guidance suggests the use of checklists to aid your workflow processes. They aim to provide a checklist for your firm to ensure you have completed all of the requirements of the electronic process.
The sample checklists here are a guide only, and can be customised to fit the needs of your firm.
Vendor checklist - PDF or Microsoft Word
Purchaser checklist - PDF or Microsoft Word
Mortgage checklist - PDF or Microsoft Word
Discharge checklist - PDF or Microsoft Word
e-dealing high-level flow diagrams
Helpful flow diagrams of a multi- and single party e-dealing process, which visually depict both the solicitor's and legal executive's areas of responsibility.
Single party e-dealing process (PDF format)
Multi-party e-dealing process (PDF format)
BACK TO Guidelines for the Use of Landonline for an Electronic Transaction (eDealing)
Last modified 5 October 2006
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