Legal Case ManagerCompliant client intake for residential conveyancing
Residential conveyancing lives or dies on a clean start. Legal Case Manager gives conveyancing teams a guided client onboarding that collects ID, proof of address, source of funds and the transaction details you need — before the matter is opened and the clock starts ticking.
What slows down conveyancing intake
Source-of-funds friction
Chasing bank statements and gift letters by email delays exchange and frustrates clients. A structured checklist collects and evidences funds up front.
AML on every purchase
Every buyer needs identity and risk checks. Onboarding forces the checks and records the evidence against the matter.
Volume without errors
High case volumes mean repetitive intake. Configure a conveyancing case type once and run every purchase and sale the same way.
Everything your conveyancing team needs
Buyer & seller onboarding
Dynamic questions and document checklists tailored to purchase, sale, remortgage or transfer of equity.
Explore featureseIDV & source of funds
Electronic identity verification and a source-of-funds workflow that captures and stores the evidence.
Explore featuresMilestones & updates
Keep clients informed from instruction to completion with templated status updates and reminders.
Explore featuresConveyancing FAQ
Does it handle source-of-funds checks for conveyancing?
Yes — the onboarding wizard collects source-of-funds evidence such as bank statements and gift letters, and stores it against the matter for AML compliance.
Can we run purchase and sale matters differently?
Yes. You configure a case type per transaction type, so a purchase, sale, remortgage or transfer of equity each ask the right questions and request the right documents.