Take that hassle out of many of your conveyancing processes.
Forms are completed for you, so there’s no double entry. You can submit forms to [insert where forms go] 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.
Our new integration with The Link App gives you the tools 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.
Client intake prospecting & quoting
Send a client a full quote as soon as the enquiry arrives within just a few steps with our handy fee calculator and quote submission. Reporting on clients won and lost plus track which sources are the most valued.
E-signture & data Collection
Send single documents or document packs out for signing to as many parties as required and have the data collected saved back into the system without any manual input. Eliminate postage, minimise delays and deliver the client experience they expect
Bookmark & Tag to manage a file
Tag key documents on the events view to make finding them easier at any point during the transaction. This will enhance transparency across the firm to
always know what stage a case is at.
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
The Link App has everything you need to onboard clients, deliver services digitally and give an outstanding experience for your clients, all in one platform.
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