Take that hassle out of many of your conveyancing processes.
Forms are automated and completed for you, so there’s no double entry. You can submit forms without ever leaving your case management system. Every step is recorded in the matter events automatically. This gives you more time to do the legal work that you need to do and not get bogged down in admin.
Plus our integration with The Link App gives you the client portal tool you need to transform client experience.
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Take a look at how simple it is for CaseLoad to make your Conveyancing Practice much more efficient.
Conveyancing Software for Law Firms
Client intake prospecting & quoting
CaseLoad intake processes will automate the collecting of information on potential new clients, making sure they are comfortable with the service you can offer and the price quoted. A quote can be submitted and accepted in a matter of minutes putting the client at ease.
E-signature & Data Collection
CaseLoad case management has a fully integrated electronic signature option, giving you the equivalent of a written (wet) signature using our secure digital document sharing. Partnering with Signable, a leading provider of electronic signature solutions means we comply with laws set by UK and European Union members, exceeding all of the regulations regarding accepting and processing documents, signed via E-signature.
Bookmark & Tag to manage a file
As your firm grows its important you have a system that allows a quick overview of current cases. Filter and view your data in the ways you need to make quick and accurate business decisions. Tagging important events enhances the browsing experience of a file, no matter who is checking for progress on a case.
You can compose Outlook emails from within CaseLoad and automatically save them to the relevant case with any attachments. From lists of documents/events within CaseLoad you can launch Outlook and send them on to relevant parties.
The Link App – Client Portal
Using CaseLoad and The Link App puts all the useful services and innovations of a client portal for you to exploit in one place. Control your client onboarding, communications, signatures, data collection and much more directly from our platform. Our system is designed to help your law firm completely transform your client and professional experience.
Find out more about the Link App.
“For firms moving from manual conveyancing or low level software to CaseLoad the increase in capacity and scope for increasing profitability is significant. ”
Robert Fitzpatrick , Senior Partner/Director , GLP on Demand