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Transfers -Basic Part 1
• Matter List including Support Tab
• Screen layout of buttons at the top incl Quotations
• Opening & validating the matter
• Capturing the entire Transfer Details tab incl:
o General tab
o Correspondence
o Transferor Tab
o Transferee Tab
o Property Tab
• Financial
o Print List to print initial letters & proforma account
o Send Adhoc sms/emails
o Access Lexis Tracker
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