Get started with our
Complete our questionnaire.
Agree a process and ensure all confidentiality and security controls are in place.
Start a pilot on a few transactions to embed your new extended team.
Do I need to have a portal to raise conveyancing searches?
Most firms have accounts with various portal companies, eg Infotrack, Searchflow, TM Group.
We will always follow your instructions to that search enquiries are raised at the right time (ie, when your clients have paid for them) and that access to your portal is strictly controlled.
Do I need to give you access to our case management system?
There is a lot of efficiency gained from our working within a case management system but it’s not essential.
If you don’t have a case management system, we can complete documents and return them to you by email and you can file them in your usual way.
Do you post letters?
We will not sign or post any letters on your behalf.
We will produce the documents and send them back to you so that you can check them and send them onto your clients. We do the work – you are in control.
Can you phone clients to chase them?
Yes, we have the technology to make phone calls on your behalf but we will only follow your instructions and will call clients when you instruct us to do so.
This type of work will incur additional charges.
Can you take inbound calls from clients?
In most cases, yes we can deal with inbound calls and will be able to answer any client enquiries immediately if we have access to the transaction in your case management system.
This service will incur additional charges.
Get In Touch
For further enquiries, to join us for a virtual cuppa and a chat over Zoom or Teams, or to arrange a consultation, please give us a ring or complete the form below.
020 3409 7040
The Old School, 188 Liscard Road, Wallasey, CH44 5TN.