Ready to transform your conveyancing process?Ready to transform your conveyancing process?

Case overviews

Get a clear understanding of your conveyancing cases with our easy-to-use Case Overviews feature. Keep track of progress, monitor key dates, and access all the important information in one central dashboard.

Case and property snapshot interface showing comprehensive case information overview

Case and property snapshot in a simple case overview

Find the high-level information you need in record time. See property details, client details, and onboarding progress in one consolidated view.

Case overview and easy access to information
Access all essential case details instantly from a single PDF overview for online viewing or download. View case information, client details, and critical information without navigating through multiple screens.
Easily see property details
Client details and onboarding progress

Conveyancer paralegal working on laptop to edit client details

Manage client details and invites

Identify clients easily and view summarised snapshots. Issue invites, ID checks and Source of Funds checks with the click of a button.

See key client contact details at a glance
Access essential client information instantly including contact details, communication preferences, and key identifiers in a clean, organised interface.
Easily amend as updates happen and issue automatic invites
Evaluate client inputs to check for errors in real time
Add new clients, link cases and manage clients easily

Secure

Sales, purchase and remortgage overview

See your whole case in an overview PDF summarising all details about the case.

Property for sale in conveyancing showing detailed property information and estate agent details

Property details, estate agents and legal representation

Comprehensive overview of property information, involved estate agents, and all legal representation details in one consolidated document.

Conveyancing compliance interface showing legal capacity and party representation details

Legal capacity, buyers, sellers and their individual representation

Clear breakdown of all parties' legal capacity, buyer and seller information, and their respective legal representation arrangements.

Gifted deposit declaration interface showing mortgage and financial transaction details

Mortgages, savings, loans, outstanding charges and gifts and related transactions

Complete financial picture including mortgage details, savings information, loan arrangements, outstanding charges, gifts, and all related financial transactions.