Features / Benefits

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Intuitive interface and smart search technology

Redbrick Practice Management has been specifically designed to be very user friendly. The user interface is simple to navigate and follows a logical process which will be familiar to all conveyancers. Smart search technology has been built in to make finding clients, cases, quotes and documents as quick and easy as possible, enabling you to focus on progressing matters more efficiently.

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Customisable workflows and matter types

Our fully customisable workflows allow you to efficiently progress a matter, utilising multiple triggers to automatically produce documents, forms, emails and text messages at the click of a button. We deliver Sale, Purchase, Joint Sale and Purchase, Re-Mortgage and Transfer of Equity workflows as standard but will also create any bespoke workflows that you may require, for example a New Build workflow to meet a developers particular requirements or a workflow for a specific referrer.

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Intelligent to-do list

Our intelligent to-do list ensures no step is overlooked, enabling users to simply see any outstanding tasks for that day either on a specific matter or over all matters assigned to them. Partners and Heads of Department can also easily re-assign tasks should a fee earner be away from work and can monitor progress over all matters to manage timely billing.

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Import your own letter templates

We can either provide a bank of conveyancing template letters for you, or you can choose to import your own. If you choose to import your own we will do this for you as part of our comprehensive set up process and will ensure all of the relevant fields are mapped to enable pre-population of your letters for a more efficient conveyance.

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Comprehensive document management

Find and send documents quickly and easily with our comprehensive document management system. Letters, forms, emails and text messages are all stored with a full audit trail and version control to ensure you remain compliant. Documents can be emailed to multiple parties, as a pdf, with a simple click of a button, saving you precious time. Hard copy documents can easily be scanned and dragged into the system.

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Lease Apportionment Calculator

Our simple lease apportionment calculator is a firm favourite with clients, taking just seconds to calculate complicated apportionments and add them to the completion statement.

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Easy completion statements and billing

Completion statements for sale, purchase and joint statements for sale and purchase are produced in seconds based on your saved fee structure and charges. These can then be emailed directly to your client from within the system, saving you valuable time.

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Two way Outlook integration

Never lose track of email correspondence again with our clever Outlook integration. Outbound emails can be sent, with attachments automatically converted to pdf’s, to single or multiple contacts from within the system. Inbound mail is scanned automatically and added to the document history, saving a significant amount of time compared to manually adding correspondence to a file, as well as the cost of printing.

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One shared diary for the whole firm

Easily manage client meetings, book out your boardroom or check other colleagues availability with one shared diary which also integrates with your Outlook diary so that nothing is overlooked.

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Pre-populate Land Registry forms

Land Registry forms are included at no extra cost. Forms can be added as triggers to the workflow so that they appear automatically as a task is completed and are pre-populated to save you valuable time. Forms are in a word document format for easy editing, enabling you to save your progress and return at a later date. You can access the Land Registry portal and upload documents quickly and easily from within the matter and all forms are saved in the document history with a full audit trail.

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SDLT e-submission

Save a significant amount of time with quick and easy SDLT e-submissions. Data captured throughout the case is automatically populated onto the SDLT form, avoiding the risk of errors in re-keying information. Approximately 90% of the form will be pre-populated for you, with the system highlighting areas where further information is required. The ‘Submit’ button will only become available once the minimum required information has been added. Submissions and returns are managed easily from within the system, showing you which cases are outstanding and storing returned SDLT5’s.

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Redbrick Searches

Redbrick Searches are fully integrated into Redbrick Practice Management to make the ordering process more efficient. Our searches are competitively priced and are delivered back into the case management system with a fast turnaround time. For more information, please see our Searches page HERE

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24/7 online case tracking and agent tracking

Deliver a high level of service to your clients by providing automatic 24/7 online case tracking. Details are updated in real time, enabling clients to have access to case updates at their convenience. This reduces the volume of inbound phone calls by up to 40%, leaving you free to progress your matters more efficiently. Agents can also use the online tracking service to quickly see updates across all of the properties they have referred to you. You are in control of what is displayed in the tracking portal and can embed it into your own website.

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Improve communication with auto SMS and Email updates

Text and Email messages can be pre-programmed into your workflow so that they are sent automatically at key milestones, keeping your clients up to date, improving client satisfaction by demonstrating how pro-active and efficient you are and keeping your matters on track.

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Increase efficiency and profitability

Saving small amounts of time at every stage in the conveyancing process quickly adds up to make a significant difference. By making each matter more efficient you are able to grow your practice by increasing the number of matters you can handle without increasing your headcount. See the handy cost saving table HERE to see how.

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Secure 2FA Document Portal

Our secure document sharing portal uses Two Factor Authentication, so that you and your clients can be confident that sensitive information cannot be intercepted.  You choose which documents you wish to share via the portal, the client will receive a notification that there is a new document for them to view.  They can then download and complete this document in their own time.  Changes are saved as they are made so the client does not have to complete everything in one go. Once the client has completed their changes, you will receive a notification within the case management system and it will link directly to the correct client matter.

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Electronic Signatures

In our secure document portal you have the option to ask your client to electronically sign any document you upload.  You can ask for one, or multiple signatures, as required.  The client will be notified that they are required to electronically sign the document and you will be notified once they have done so.  Electronic signatures are now legally binding, so why not save time?

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VIDEO – Save time and increase conversions with our quoting tool

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VIDEO – Work more efficiently with our intelligent workflow and case tracking

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VIDEO – Save time and reduce risk with our integrated services