# 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.

Source: https://unforged.ai/desk/for/conveyancers

## The template: Residential purchase

1. **New instruction**: Client care signed before any work starts.
2. **ID and source of funds**: ID seen and the money evidenced.
3. **Searches and enquiries**: Searches back, enquiries raised and answered.
4. **Report on title**: Mortgage offer in, report signed off by a second person.
5. **Exchange and completion**: Signed contract back and checked, funds sent.
6. **Stamp duty and registration**: Return filed and the title registered in time.

Work streams in the template: Residential purchase, Residential sale, Remortgage, Transfer of equity, Leasehold sale or purchase. Words: clients, matters and conveyancers.

## What Desk covers

- **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 contract pack, checked**: Forms and contracts carry their versions, and signed copies come back checked against each signer.
- **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.

$39 a person a month. [Book a walkthrough](https://unforged.ai/contact?topic=other&product=desk), or read about [email](https://unforged.ai/desk/email), [case management](https://unforged.ai/desk/case-management) and [Desk for your sector](https://unforged.ai/desk/for).