From a record keeping and risk managerment perspective, it would be great if at the end of a matter we could have the option to export all relevant material from PEXA in a single PDF document which could then be saved to our document management system (i.e. copies of all land registry documents, trust account statement, conversations, financial settlement schedule, authorisation record, history etc.) Having all of this information converted into a single document would save our staff alot of time as we wouldn’t need to save each separately.
... View more