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DUE DILIGENCE SOLUTIONS Our new enhanced Due Diligence functionality gives you dramatically improved searching, intelligent technology forfaster response time, and powerful new automated tasks.
WHAT’S NEW?
• Nationwide name look-up and our enhanced Smart Search algorithm
• Express solutions and templates
• Tips and guidance make sure it’s done right
• Stored client information means no re-keying
• Faster turnaround times
• Bulk Order self-service
• And more!
TAKE A LOOK AT THE ENHANCED DUE DILIGENCE SOLUTIONStructure your deal efficiently with our new and enhanced features…
NAME LOOK-UP & ENHANCED SMART SEARCH
START SEARCH - Search for both corporations and business names
across Canada.
SEARCH RESULTS - Note the results are sorted via the Carswell Legal Solutions Smart Search algorithm. The most relevant and similar names are brought up to
the top of the list.
Add multiple names to the
entity list without re-
searching the name.
EFFORTLESSLY REQUEST POST DATED SEARCHES
NEW POST DATE SEARCH OPTION – Request searches to be ordered using a future date.
EASILY ORDER MULIPLE REPORTS
SHORTCUTS - Set up packages of favourites in your “Preferences”
section and easily order them here with the new shortcut option.
NEW EXPRESS ORDER WORK FLOW OPTION
EXPRESS ORDER - Allows you to order the most requested
searches quickly and efficiently. Also, request
updated searches with one click.
NEW BULK ADD ORDER SERVICE AVAILABLE
BULK ORDER – New feature allows you to save time entering large transactions
and get more searches in a single
request.
EASILY ADD REPORT DETAILS AND MANAGE SERCHES FROM ONE MAIN WORKING AREA
ORDER DETAILS - Use this guide to add
additional details to your report.
COPY FEATURE – Save time and copy
the details from one
search over into other searches.
SEAMLESSLY RETRIEVE YOUR RESULTS
ALL ORDERS PAGE – This page will store all of your orders, whether they are saved, in progress (submitted) or
completed.
QUICKILY REQUEST ADDITIONAL SEARCHES AND SUMMARIES
ADDITIONAL SEARCHES – After reviewing initial
results, use this features to order additional
reports or summaries.
SUMMARY REPORT & BILLING SUMMARY- Review a summary of your entire order
and fees associated with it.
GAIN THE BENEFITS OF OUR DUE DILIGENCE SOLUTIONS
ONE NATIONAL SERVICE PROVIDER• Ease of working with one national service provider• Multi-jurisdictional• Bilingual service
POWERFUL TECHNOLOGY/INTUITIVE INTERFACE• Customized workflows and shortcuts• Real time tracking• Multiple system redundancy 24/7
EXPERT SERVICE + KNOWLEDGE• Personalized training and support• Self-serve with a “twist”• Over 30 years + history of delivering results
SEE WHAT ARE CUSTOMERS ARE SAYING
“I am very excited to use the new features. They will definitely make for smoother and easier searching.”
Keara BartonParalegal/Law ClerkFasken Martineau
SEE WHAT ARE CUSTOMERS ARE SAYING
“… I’d like to stress how happy I am with the Post-Dated Searches and Update Search Order features. Bulk Add feature is going to save so much time as well.
…Being able to save preferences is just great and the progress bar will be utilized often, I’m sure.”
Amanda JaegerCorporate Law ClerkBorden Ladner Gervais LLP
CONTACT A REPRESNTATIVE TODAYCall: In Toronto: 416-306-3070In Montreal: 1-800-668-0668Email: [email protected]
Visit www.carswelllegalsolutions.com
