Settlement without the chasing.
Settlement is a run of dates, and every one of them has someone waiting on the other side. Contracts go in the diary by hand, chasers go out when someone remembers, and the first sign of a problem is a call from the agent.
Three tools we would start with for conveyancing.
Contract Reader
Reads the contract and special conditions into diary dates, tasks and fields for a lawyer to approve.
Settlement Chaser
Drafts timed follow-ups to lenders, agents and the other side, plus client milestone updates, waiting in the lawyer's Outlook.
Funds Guard and CDD before funds
Holds funds when bank details change and opens customer due diligence steps before money moves.
Four alerts, and one page for the partner.
The alerts watch the dates and thresholds that matter in conveyancing and go to the file owner, escalating to the supervising partner when something is missing. The practice cockpit shows what is due, what has stalled and what is waiting for approval.
Co-designed with you
We agree the alerts with you: your matter types, your thresholds and who approves what.
Co-design, build, deploy.
- Co-designWe sit with your partners and fee earners and agree the dashboards, alerts and agents that matter to your firm.
- BuildWe build on your practice system and Microsoft 365, in your own tenant. About two weeks on average.
- DeployYour administrator authorises the connection and can revoke it any time.
- ApproveEvery draft, date and task waits for a lawyer. Nothing sends itself.
Tell us what you need to see.
We co-design it with you, build it and deploy it. On average, two weeks.
Contact us