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Business reporting

Control your business and drive performance with a modern approach to conveyancing

Drive progression for more referrals and repeat business

We work with a number of estate agents and IFAs as an extension of their business. Like you, they need to promote a consistent approach to conveyancing across their business. So, as well as providing legal advice, we offer a secure case tracking and reporting portal to keep everyone connected in real time. By giving you more visibility and control, we minimise delays to file progression and deliver huge benefit for the house purchaser. Quicker completion rates lead to fewer customer complaints, meaning you increase revenue, gain referrals and win repeat business. Learn more

Report on branch performance and monthly targets

As well as permission based access to individual file progression, you are able to report on the performance of all client referrals, instructions and completions over a selected time period. This report provides you with a breakdown of all of the referrals during the period, including their current status and who the introducer was to help you measure the performance of your branch. To keep things moving, managers can view the progress of live matters as they reach specific milestones within the transaction. They can send messages and documents direct to the file via the portal. Learn more

We want to work with you

Are you ready to drive your progression and get more referrals?