Conveyancing Solutions for your Law Firm
Transform the delivery of your legal services, accelerate the workflow of your teams and enhance your client experience with powerful and efficient software solutions. Streamlined systems and processes enabling you to scale your firm and deal with a greater number of cases.
New Conveyancing Cases
Digital Client On-Boarding Law Firm
Reduce client on-boarding time and streamline your workflows. Quicker and easier for your clients to complete essential tasks and forms via client portal.
Client portal is a fully managed digital service that saves valuable time across all departments, enabling you to increase the volume of cases handled by your law firm. Our automated system creates a bespoke client portal for each Case based on the individual property and client transaction details.
Intuitive software guides each client through the mandatory tasks they must complete, disbursements to be ordered, the required forms that must be completed and any supporting documents they need to supply. Clients will only ever receive and be requested to complete forms and tasks that are relevant to them.
End to end process from the point of quote generation via disbursement ordering to form completion and submission.
Client portal is available as a white-label solution can be and co-branded between you and your referrers.
Features & Benefits:
Digital Client On-Boarding
Client portal enhances your client journey from the point of getting a quote right through to completion. Quick and simple processes for your valued clients.
Clients complete all of the forms required for their transaction 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 with e-signatures where required.
The benefit to the client is a beautifully designed front end interface that is easy to use. Forms are quick and easy to complete and pre-populated to save time. Photo upload available on TA Fixtures and Fittings form.
It’s a perfect solution to speeding up the laborious tasks of completing legal forms.
We enable your clients to pay for their disbursements immediately via integrated Stripe payment. Personalised invoice and payment gateway based on the disbursements required for each individual transaction. Payment instigates automated ordering of ID checks and searches in a seamless process.
discuss options for full integration.
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 and ID checks, which are always included in client quotes.