# 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.

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

## The template: Residential conveyancing

1. **New instruction**: Client care letter signed and the conflict check done.
2. **ID and source of funds**: ID seen, source of funds evidenced, risk signed off.
3. **Searches and enquiries**: Searches back and enquiries answered.
4. **Exchange**: Signed contracts checked, deposit received, signed off.
5. **Completion**: Funds sent on the completion date.
6. **Registration**: Title registered, with a 90-day limit watched.

Work streams in the template: Residential conveyancing, Wills, Lasting powers of attorney, Probate, Commercial property. Words: clients, matters and fee earners.

## What Desk covers

- **Clients, households and the other side**: Buyers, sellers, executors and beneficiaries, with the agents, lenders and other firms on each matter.
- **Contracts with every version kept**: See what changed between drafts, send deeds for signing and check the signed copies that come back.
- **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.

$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).