Residential Conveyancing

Case Management Designed by Lawyers for Lawyers

Property Focus is an intuitive data driven case management solution. The Residential Sale and Purchase workflow is ready for use out of the box.

The template has 200 plus pre-coded letters and a comprehensive workflow to take you from matter inception through to post-completion.

Protect your profits with our fee management module whilst tracking correspondence to all parties.

Book a Demo

  or call us on ☎01772 556189

The mission

To be acknowledged as the must have case management workflow solution for conveyancing lawyers.

The Benefits

Increase efficiency, support team cohesion, reduce click counts, improve accuracy, promote consistency, enhance user experience, protect profit, reduce risk and ensure legal compliance.  

The Need for Change

Our many years of industry experience have taught us that, whilst the conveyancing process generally follows the same route, lawyers work differently from firm to firm and sometimes even within the same firm.  We also recognised that there are many law firms across the country spending thousands of pounds on developing workflows that predominantly do the same thing. We therefore set out to support the industry by creating a complete conveyancing workflow that is non-prescriptive, is completely flexible and that can be easily configured to suit bespoke working practices. In order to fulfill the requirements of high volume firms we have ensured the workflow is integration and automation ready.

 

Designed By Lawyers

Property Focus was the brainchild of Orchard Rock Development. However, we fully understood the need to be lawyer driven, rather than IT driven. The collaboration with The CS Partnership has brought expert property knowledge ensuring our delivery is legally and AML compliant  whilst reducing risk to law firms.


Built On Tikit P4W

We truly believe that a law firm’s case management system should be fully integrated with their practice management system and other leading 3rd party applications. P4W delivers with the added ability to develop sophisticated workflows within. This, as well as the encouragement, support and advanced forward thinking that Tikit provide, convinced us this was the best platform for our workflows.

APPROACH TO DESIGN

Our ethos is to deliver data driven workflows that guide users through a transaction rather than force them down a prescriptive route. We aim to provide the very best user experience whilst empowering them to make decisions efficiently and accurately through organised and intuitive presentation of information. 

What's inside the Residential Workflow?

 

Over 200 legally compliant letters in MS Word.

A suite of standard Oyez forms (we can also supply in Laserforms if required).

 

All of our letters and documents are pre-coded to pull through relevant contact details as well as any other relevant information stored in the database. 

All aspects of a Residential workflow are available including: -

- Case Inception

- Initial Welcome Call

- Care Document Management and Tracking

- Property Searches and Report

- Contract Document Management and Tracking

- Mortgage Report

- Title Review

- Title Report

- Pre-Exchange Checks

- Exchange

- Pre-Completion Checks

- Completion

- Post-Completion

Other management facilities included are: -

- Money on Account

- Mortgage Advance

- Third Party Funds and Deposit

- Fees and Disbursements

- SDLT Calculator

- Chattels

- Apportionments

- Automated Draft and Final Completion Statements

Over 200 P4W workflow steps ensuring matters move smoothly from inception through to post completion.  Where appropriate, and in the majority of cases, steps have been smartly designed to always insert a new step into the agenda therefore ensuring matters don’t disappear into a ‘black hole’ and off the case worker’s radar. 

Over 60 intuitive screens to guide and prompt the user as well as capture crucial data. Intelligent design has been utilised within all of our screens in order to assist in breeding user familiarity, clarity and consistency throughout the template. 

Click here to view our brochure.

Want to see it in action?

Book a Demo

  or call us on ☎01772 556189

 

Spread the Knowledge with Video Training

The residential workflow has a suite of training videos covering key aspects. Allow access to users or utilise within training programs.

What Our Clients Say


Property Focus - Residential