Desk / Your sector
Desk for your sector: Start from a template made for your work, then change whatever doesn’t fit.
In short Desk starts from a template made for your kind of work, with its stages, checklists, documents and time limits already set up and in your own words. You change whatever doesn’t fit.
- Clients, matters and fee earners
Solicitors
Property, wills, probate and commercial work each get their own steps. Your team works from queues, what clients send lands on the matter, and your compliance records fill in as the work happens. Residential conveyancing · Wills · Lasting powers of attorney · Probate · Commercial property - Clients, matters and conveyancers
Conveyancers
Buyers, sellers, agents and lenders all want to know where things stand. Desk keeps each matter moving through its stages, keeps track of what you’re waiting for, and puts every document on the right file. Residential purchase · Residential sale · Remortgage · Transfer of equity · Leasehold sale or purchase - Members, cases and administrators
Pensions
Transfers, retirements and death claims each have their own steps and time limits. Desk holds the member’s case, the forms that go with it and the evidence of what was done, while your administration system keeps the benefits and payments. Transfer out · Transfer in · Retirement · Death claim · Pension sharing on divorce · Complaint - Members, cases and officers
Credit unions
Joining, loan applications, arrears and complaints each follow your own steps. What members send lands on their record, while your core banking system keeps the shares and loans. Membership application · Loan application · Arrears and collections · Withdrawal request · Death of a member · Complaint
Don’t see your kind of work?
Desk also starts from a general template you can shape to anything that moves through steps. Tell us what you do and we’ll set it up with you.