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Desk / Your sector / Conveyancers

Conveyancing case management software:  Conveyancing that keeps every party up to date.

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.

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The template, ready to change

Residential purchase

  • Residential purchase
  • Residential sale
  • Remortgage
  • Transfer of equity
  • Leasehold sale or purchase
  1. 01

    New instruction

    Client care signed before any work starts.

  2. 02

    ID and source of funds

    ID seen and the money evidenced.

  3. 03

    Searches and enquiries

    Searches back, enquiries raised and answered.

  4. 04

    Report on title

    Mortgage offer in, report signed off by a second person.

  5. 05

    Exchange and completion

    Signed contract back and checked, funds sent.

  6. 06

    Stamp duty and registration

    Return filed and the title registered in time.

  • The people

    Everyone in the chain

    Agents, lenders and the other side’s firm sit on the matter with their part in it, so a request reaches the right person.

  • The paperwork

    The contract pack, checked

    Forms and contracts carry their versions, and signed copies come back checked against each signer.

  • The deadlines

    Chains that don’t stall

    Requests carry a date, you can chase with one click, and the team sees what’s overdue.

How it fits

Desk runs the file. The money stays with whoever keeps it today.

Desk looks after
Clients, matters, email in, documents, requests, deadlines and reports.
Stays where it is
Your client account ledger and the payments that go through it.

See your next sale in Desk.

Book a walkthrough Back to Desk

Tell us the kind of work you do and we’ll set Desk up with a few of your real matters, so you can see how it would feel day to day.