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Desk / Your sector / Solicitors

Case management software for solicitors:  Case management for solicitors, from first call to closed file.

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.

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The template, ready to change

Residential conveyancing

  • Residential conveyancing
  • Wills
  • Lasting powers of attorney
  • Probate
  • Commercial property
  1. 01

    New instruction

    Client care letter signed and the conflict check done.

  2. 02

    ID and source of funds

    ID seen, source of funds evidenced, risk signed off.

  3. 03

    Searches and enquiries

    Searches back and enquiries answered.

  4. 04

    Exchange

    Signed contracts checked, deposit received, signed off.

  5. 05

    Completion

    Funds sent on the completion date.

  6. 06

    Registration

    Title registered, with a 90-day limit watched.

  • The people

    Clients, households and the other side

    Buyers, sellers, executors and beneficiaries, with the agents, lenders and other firms on each matter.

  • The paperwork

    Contracts with every version kept

    See what changed between drafts, send deeds for signing and check the signed copies that come back.

  • The deadlines

    Exchange, completion and filing dates

    Dates sit on the matter with a reminder before they arrive, and stages that run over are flagged.

How it fits

Desk runs the practice, and your client account stays with whoever keeps it today.

Desk looks after
Clients, matters, email in, documents, money laundering records, bank details, deadlines and reports.
Stays where it is
Your client account ledger, kept by your cashier or the accounts service you use.

See Desk with your own matters.

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.