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A complete operating system
for Conveyancers.

From the first quote to final completion, explore the tools that will modernize your law firm.

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Core Engine

Intelligent Fee Calculator

Never underquote again. Our engine uses the latest 2025/26 logic for SDLT, LTT, and HMLR fees, ensuring every penny is accounted for.

  • Accurate Tax: Handles FTB Relief, Second Home Surcharge (3%), and Non-UK Residents.
  • HMLR Integration: Automatically selects Scale 1 or 2 based on transaction type.
  • Custom Fees: Configure Fixed or Sliding Scale professional fees.
Quote Summary: Q-8821
Purchase Price£350,000
Legal Fee (Scale)£850.00
Stamp Duty (SDLT)£4,250.00
Land Registry£135.00
Search Pack£250.00
Total Estimate £5,485.00
White Label Ready

Your Brand, Our Tech

Make every interaction look like it came from your office. Establish trust with consistent, professional branding.

  • Custom Colors: Set your primary brand color to match your firm's identity.
  • Logo & Signature: Upload your logo and digital signature for auto-signing PDFs.
  • Compliance: Automatically attach your Terms of Business to every quote email.
Your Firm Name

Quote Reference: Q-1024

Pipeline Management

Track Every Opportunity

Stop losing leads on sticky notes. Our CRM gives you a bird's-eye view of every active quote and instruction in real-time.

  • Pipeline View: Filter by Pending, Instructed, or Completed.
  • View Tracking: See exactly when a client opens your quote email.
  • Instant Search: Find cases by Name, Postcode, or Reference instantly.
conveyquote.net/dashboard
Recent Quotes
SJ
Sarah Jenkins
Quote #Q-8821 • £350k Pur.
Pending
MR
Mike Ross
Quote #Q-8820 • £500k Sale
Instructed
Client Experience

Secure Client Portal

Give your clients a modern digital experience. No more "chasing" phone calls asking for updates.

  • Live Tracker: Clients see a progress bar (e.g., "Searches Ordered") updated by you.
  • Secure Uploads: Clients upload Passports/ID directly to the case file.
  • Key Dates: Display Exchange and Completion dates clearly.
Case Progress
Ref: Q-8821
Searches OrderedStep 3/7
Completion Target24 Nov
Upload ID Documents

Securely upload your Passport & Proof of Address.

Select Files
Document Automation

Generate Legal Letters

Create standard letters (e.g., Client Care, Completion Statement) with one click. The system auto-fills client names, addresses, and fees.

  • Smart Templates: Use placeholders like {{CLIENT_NAME}} to automate drafting.
  • PDF Generator: Instantly creates branded PDFs ready for printing or emailing.
  • Audit Trail: Automatically saves a copy of generated documents to the Case File.
Ref: Q-8821

Dear Sarah Jenkins,

Thank you for instructing ConveyQuote Legal on the purchase of 123 High Street...

The agreed fee is £1,250.00 plus VAT.

Generated by System
Auto-Generated PDF
Productivity

Workflow Automation

Eliminate repetitive admin tasks and focus on billable work.

  • Email Templates: Send quotes instantly using pre-written scripts.
  • Calendar Sync: Push deadlines (Mortgage Expiry, Completion) to Outlook/Google.
  • Task Lists: Import standard checklists for Freehold/Leasehold cases.
Templates

Pre-written emails.

Sync Dates

Outlook & Google.

Task: Verify Mortgage Offer
Due: Tomorrow
Business Intelligence

Financial Reporting

Know exactly how your firm is performing with advanced analytics.

  • Revenue Charts: Visualize pipeline value vs actual revenue over time.
  • Conversion Rates: Track Quote-to-Instruction performance ratios.
  • CSV Export: Download all data for your accountants (Xero/QuickBooks).
Monthly Revenue
+24% Growth
Growth Tools

Website Widget & API

Scale your business by connecting ConveyQuote to your world.

  • Website Widget: Copy/Paste our calculator onto your own website. Capture leads 24/7.
  • REST API: Connect your existing CMS/CRM to our engine programmatically.
  • Webhooks: Send data to Zapier, Slack, or Mailchimp instantly.
api.conveyquote.net/v1/quote
// Example API Request
POST /api/v1/quote
Authorization: Bearer sk_live_...

{
  "price": 350000,
  "type": "freehold"
}

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