What CALM can offer your Law Firm

Transform the delivery of your legal services, accelerate the workflow of your teams and enhance your client’s experience by embracing our technology. Streamlining systems and processes to allow your capacity to grow.

Conveyancing Instructions
Conveyancing Instructions
Converted conveyancing instructions direct to your firm.
Search Pack and AML Management
Search Pack and AML Management
Fully managed search pack and AML ordering, saving fee earners valuable time.
Legal Moving Pack
Legal Moving Pack
Digitised protocol forms for clients to complete quickly and easily.

What CALM can offer your Law Firm

Transform the delivery of your legal services, accelerate the workflow of your teams and enhance your client’s experience by embracing our technology. Streamlining systems and processes to allow your capacity to grow.

Conveyancing Instructions
Conveyancing Instructions
Converted conveyancing instructions direct to your firm.
Search Pack and AML Management
Search Pack and AML Management
Fully managed search pack and AML ordering, saving fee earners valuable time.
Legal Moving Pack
Legal Moving Pack
Digitised protocol forms for clients to complete quickly and easily.

Conveyancing Instructions

We provide conveyancing instructions (not leads) to our panel law firms. These are generated in a number of ways:

Our law firms work with us in any combination of the options we have; choosing what works for them. We work on a results-based model, our law firms are only billed for converted instructions.

Irrespective of how the client is generated they always receive a fully itemised conveyancing quote including fees and disbursements. Any CALM generated instructions must use our search pack, which is always included in client quotes.

Benefits:

Only pay for converted business.
No internal client conversion required.
Fully itemised quotes with all fees and disbursements included.
Online, instant instruction.
Tracked and managed via CALM software.
Volume Conveyancing
Volume Conveyancing
High volume, low-cost conveyancing in a highly competitive and low-cost driven market.
Estate Agent Introductions
Estate Agent Introductions
Our estate agent partners introduce conveyancing instructions to a small panel that we create for them.
Online Comparison
Online Comparison
Our lead generation websites produce fixed fee conveyancing quotes to the public.
Valued Partners
Valued Partners
Access to our high net-worth individuals purchasing property at the £1M+ mark and/or investor clients. Premium client service.
Search Pack Ordering
Search Pack Ordering
Our progression team order, take payment of, manage and deliver search packs back to your fee earners. Our innovative solution investigates and highlights potential hazards based on the purchase postcode and reports on them in advance of the search order. If additional searches are recommended our team discuss this directly with the client at the time of ordering.
AML Ordering
AML Ordering
We have an automated process to order AML checks on all CALM generated instructions. The service also includes management, troubleshooting and delivery of the checks back to you. Includes proof of funds.

Search Pack & AML Management

We provide our valued law firms and conveyancers a fully managed search pack and AML ordering process.

This is a fully managed service that saves your teams and fee earners valuable time. Because we have a dedicated team that handle only search and AML ordering they are able to identify and rectify issues quickly; speeding up delivery back to you.

Benefits:

There is no input needed from you on search pack and AML orders, the process is initiated as soon as you accept a conveyancing instruction.
We require zero additional information, our team organise the entire process from the client data we have already captured.
Payment of search packs is handled by us at the point of order.
Explore and redress any arising problems.
Frees up the valuable time of your fee earners for other work.
Simple to setup on any of your private work transactions.
API delivery of results back to you.

Legal Moving Pack

Our Legal Moving Pack is a digital method of completing and returning protocol and TA forms.

Clients complete all of the forms required via desktop or mobile and the data is returned to you in digital format. Forms are returned to you in individual files with the ability to attach them separately to the contract and each has e-signatures from all parties.

The benefit to the client is a beautifully designed front end interface that is easy to use. Forms are quick to complete, easy to amend and with photo upload available it’s a perfect solution to speeding up the laborious task of completing legal forms.

Benefits:

Paper copies do not need to be printed and posted to your clients, saving time and costs.
Manual file updating reduced or eliminated.
Efficient and simple for clients to complete lengthy forms.
Intelligent and auto-fill fields for the client.
Visual references to completion percentage.
Legal Moving Pack includes:
Title deeds and plan
Protocol forms
Replies to enquiries
Estimated timescales
Risk Assessment
Complexity ratings
API integration is available, our Development team will assess your requirements and case management systems and discuss options for full integration.
All GDPR requirements are taken care of.