Today's Conveyancer Product Timeline
Welcome to the Today’s Conveyancer Product Timeline; a dynamic resource designed to help our readers navigate the legal supplier industry by understanding the variety of products and services available. Today’s Conveyancer exhibits the very latest innovations and developments through our partners and advertisers, truly creating a hub of all things conveyancing. It is thanks to our partners that the site is, and always has been, a free-to-access resource.
The timeline below is designed to mirror the key milestones of a property transaction and position the various products and services within the relevant timeline section, helping to answer key questions such as:
🔹What problem or solution the product or service seeks to resolve and deliver.
🔹Where they sit/fit within the conveyancing transaction timeline?
🔹Who they work and integrate with?
The timeline aims to aid research by showcasing our partners and suppliers, their products, collaborations, and roles in the process; in the hope of saving time and providing much needed clarity. Should you wish to be part of this Timeline and/or become part of the Today’s Conveyancer community please subscribe to our regular newsletters and contact Today’s Conveyancer on 0330 1000 839 / press@todaysconveyancer.co.uk
Onboarding and client comms
Company Details
Name of Company: Amiqus
Incorporated: 2015
Turnover: £2m-£5m
Timeline stages: Onboarding & Client Comms
Key Summary
Amiqus is a leading compliance platform for the legal sector. It enables firms to digitally verify and onboard clients in minutes, ensuring the people they want to work with are who they claim to be.
Whether you’re hiring a new team member, legally supporting a first-time homebuyer, or conducting due diligence on a new client, Amiqus provides comprehensive compliance checks to meet all your needs.
Key Services
ID Verification: https://amiqus.co/identity-verification
AML/KYC Screening: https://amiqus.co/anti-money-laundering
Right to Rent: https://amiqus.co/right-to-rent
AML Consultancy Support: https://amiqus.co/aml-consultancy
Key Features
- Digital client onboarding
- Full AML and KYC suite of checks
- ID verification
- Source of funds and source of wealth
- Customisable questionnaires and data collection
- Secure document request and upload
- Team oversight, permissions, and reporting
- Automatic audit trail
Product Video
Integrations
Clio, Denovo
Testimonials
Links
Key Contact
Gregor Angus
M: 07734421015
E: gregor@amiqus.co
Full Profile
Partner Page – Amiqus
Company Details
Name of Company: SDLT Compass
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Completion/Post Completion
Key Summary
Compass provides a fully outsourced Stamp Duty Land Tax service for law firms. Acting as an external SDLT department, Compass manages calculations, client liaison, HMRC submission and post completion support. Firms remove SDLT risk, avoid tax adviser registration, and free fee earners to focus on conveyancing while delivering compliant, indemnified SDLT handling.
Key Services
Concierge
Fully managed outsourced SDLT department handling client liaison calculations HMRC submission and post completion support
SoftCheck
SDLT risk assessment tool that flags complexity early and identifies when specialist input is required
Gateway
Outsourced indemnified SDLT calculation service with expert review and certification for your file
Key Features
- Fully outsourced SDLT department for law firms
- Indemnified SDLT calculations
- No requirement for firms to register as tax advisers
- End to end SDLT handling from calculation to HMRC submission
- Direct client liaison managed on your behalf
- Reduced professional indemnity risk
- Expert oversight for complex or non standard cases
- Technology led consistency across all transactions
Testimonials/Reviews
“My solicitor advised I contact Compass to get some advice for a staircasing transaction involving a housing associating. Less than 24 hours from making my initial enquiry via the website to completing the relevant forms Fabian was helpful, efficient and made me feel at ease & what I thought would be a daunting task.”
“An extremely professional service – fast independent assessment of SDLT on a property when my solicitor had declined to opine on the issue! Very grateful to James, Fabian and the team for getting this done so quickly.”
“I found this company to be extremely pleasant and personable. The staff are knowledgeable, efficient, and carry out their work with professionalism and care. I have complete confidence in their services and would have no hesitation in recommending this 5-star company to family and friends.”
Links
Key Contact
Lidia Quinlan
07824 507873
lquinlan@compass.tech
Full Profile
Company Details
Name of Company: e4 Strategic UK
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Searches, Pre contract, title investigation & enquiries, Post contract/Exchange, Completion/Post Completion, Case/Matter Management
Key Summary
e4 offers VERSA, a unified PropTech platform that streamlines the entire mortgage and conveyancing lifecycle connecting lenders, conveyancers, and stakeholders. With over 25 years’ digital innovation, it automates processes, delivers transparency, and reduces friction from offer to completion.
Key Services
- Modern panel management (VERSA Assure) — streamlines onboarding & governance of conveyancer panels.
E4 Strategic - Digital workflow management — automates conveyancing and mortgage workflows to improve speed / reduce manual effort.
E4 Strategic - Analytics & Intelligence (Smart Insights) — Power BI dashboards & reports giving visibility to lenders and conveyancers.
E4 Strategic
+1 - VERSA Connect — real-time messaging tool to resolve Post-Offer Queries (PVQs) more efficiently.
E4 Strategic - Building insurance validation (VERSA Building Insurance) — ensures suitable insurance policy is in place before exchange.
E4 Strategic - New build document sharing & validation — secure management of warranty, incentive, indemnity docs etc.
E4 Strategic - eCOT (electronic Certificate of Title) & eCOT addendum — dynamic checklists aligning with offer conditions and lender requirements.
E4 Strategic - Secure document access & template control — centralised control of document templates; dynamic generation & eSigning.
E4 Strategic - Independent verification of bank accounts (seller solicitor’s account) to reduce interception fraud.
E4 Strategic - Solutions for unregistered charges and remediation problems with HMLR registration delays.
E4 Strategic - VERSA Training Academy — training, guides, and learning support for lenders and conveyancers using the platform.
E4 Strategic
Key Features
- End-to-end mortgage and conveyancing workflow automation
- Real-time lender–conveyancer connectivity
- Centralised panel management and governance
- Smart data insights via Power BI dashboards
- Secure eCOT and document validation
- Automated PVQ query resolution
- Built-in fraud prevention and bank verification
- VERSA Training Academy for continuous learning
Accreditations/Awards
ECO Vadis – Bronze Status, Disability Confident Employer, Living Wage Employer
Integrations
https://www.e4strategic.co.uk/about.html
Links
Key Contact
Simon Slater
T: 07391 034344
E: simon.slater@e4strategic.co.uk
Brittney Myburgh
T: 07736 489956
E: brittney.myburgh@e4strategic.co.uk
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: InfoTrack
Incorporated: 2015
Timeline stages: Onboarding & Client Comms; Searches; Pre contract, title investigation & enquiries; Completion/Post Completion
Key Summary
InfoTrack is pioneering the digitalisation of legal processes with a platform that streamlines client onboarding, identity verification, e-signatures, and conveyancing tasks. Their award-winning solutions boost compliance, productivity, and client experience by handling labour-intensive admin tasks — enabling law firms to focus on delivering exceptional service with every transaction..
Key Services
Client onboarding: https://www.infotrack.co.uk/solutions/conveyancing/electronic-client-onboarding-solutions/
Searches: https://www.infotrack.co.uk/solutions/conveyancing/property-searches/
Digital Contract Packs: https://www.infotrack.co.uk/solutions/conveyancing/contract-of-sale/
Property Report: https://www.infotrack.co.uk/solutions/conveyancing/property-report/
Post Completion: https://www.infotrack.co.uk/solutions/conveyancing/post-completion/
Product Video
Accreditations/Awards
King’s Award for Innovation 2024, Legal Supplier of the Year 2024 (British Conveyancing Awards), AI Use Case in Legal Services 2024 (British Legal Technology Awards), Service Provider of the Year 2024 (Modern Law Conveyancing Awards)
Integrations
All CMS integrations: https://www.infotrack.co.uk/integration/
also, iManage, LMS, Confirmly, Perfect Portal
User Testimonials
“eCOS™ has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side.” – Adam Fletcher, Ridley & Hall
“A client can instruct at nine o’clock on a Monday morning and by lunchtime they’re fully signed up – ID verified, source of funds sorted, and we’re well underway. That used to take a couple of weeks!” – Richard Wollacott, Knights
“InfoTrack gave us the most flexibility and connectivity with our existing systems. They were able to offer integration with our case management system and, as we were already using InfoTrack for our searches, it was a logical progression to use the post completion services too. InfoTrack is one of the few, if not only, providers that offer that level of integration with our existing software suite and planned upgrade path.” – Marcos Toffanello, Birketts
“InfoTrack is so quick and accessible from beginning to end, there is everything you need all in one place. It supports our risk management and compliance, especially with the onboarding and the post completion, because things don’t get missed. I’ve been using InfoTrack in various law firms since 2019, and I love it!” – Charlotte Madden, Aquabridge Law
“InfoTrack helps us stay better organised. You need to be on top of things when you’re working in this industry, and it’s another tool to help you keep everything all in one area.” – Jonathan Eid, YVA Solicitors
Links
Key Contact
Taylor Dunn
Head of Marketing
Taylor.Dunn@InfoTrack.co.uk
0207 186 8090
Full Profile
Company Details
Name of Company: Kord
Incorporated: 2019
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms, Finance
Key Summary
The gap between client identity and client money is a major fraud risk. Kord closes this gap by helping firms verify clients and move their money within a closed loop built on identity-bound rails. This allows firms to isolate risk, remain compliant, eliminate manual processes, and reduce fraud risk.
Key Services
Kord Data https://kord.com/products/client-due-diligence-software
Kord Pay https://kord.com/products/secure-payment-service
Kord Proof https://kord.com/products/aml-audit
Kord Custody https://kord.com/products/third-party-managed-account-solution
Kord Reliance https://kord.com/products/AML-reliance
Checkboard by Kord www.checkboard.com
Key Features
- AML/KYC
- Conduct rapid AML, KYC, source of funds, and financial history checks.
- Customise check bundles and workflows to meet compliance needs.
- Users can upload documents to verify their source of funds and financial history.
- Identity verification
- Get accurate and reliable KYC with face match, liveness checks, and ID scans.
- Users can simply upload an ID document and confirm their identity by cross-referencing it with biometric ID.
- The firm will then receive an ID verification report linked directly to that user.
- Payments
- Accept secure payments up to £1 million via Apple Pay, Google Pay, credit and debit cards, and open banking.
- Third-party managed accounts
- Hold and move client funds on secure, safeguarded third-party managed accounts built on identity-bound rails
- Ongoing monitoring
- Proactively and automatically screen clients across PEPs, sanctions, and adverse media lists to spot red flags as they emerge.
- Integrations
- Easily integrate Checkboard with your CRMs and onboarding flows via a simple three-step process
Accreditations/Awards
FCA authorised, ISO27001
Integrations
PLS, LexisNexis
More information: https://kord.com/developers
User Testimonials
Property technology provider Homey was searching for a technology partner to meet its ethos of ‘lightning transactions’. It wanted to develop a white-label app under its own logo and branding, built on robust onboarding and compliance infrastructure.
Kord developed a white-label app that put Homey’s brand front-and-centre, keeping its operations under the Homey logo, while retaining Kord’s onboarding, compliance, and reporting architecture.
Homey integrated this app with its existing systems, allowing it to automatically pull reports between them. As soon as a client completes their checks on the app, Homey’s solicitors and agents receive a report linked to the client account, which they can download from the Kord dashboard.
https://kord.com/resources/case-studies/homey-lightning-fast-conveyancing
Links
Key Contact
James Owusu
Founder and CEO
E: james@checkboard.com
T: 02045668106
Full Profile
Company Details
Name of Company: LEAP Legal Software
Incorporated: 1992
Turnover: £20m-£50m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management;
Key Summary
LEAP’s powerful features expand beyond traditional practice management software and leverages the power of AI – enhancing efficiency, productivity, and modernisation within law firms. Built with clients in mind, LEAP is suited for conveyancers and includes powerful tools to help future-proof law firms.
Key Services
Ongoing support and training
Firms are assigned a dedicated Customer Success Manager who ensures your support and training are tailored to your needs.
www.leap.co.uk/support/
LEAP HelpDesk – AskLEAP is your trusted 24/7 helpdesk assistant to answer any questions you have, with additional support provided by our friendly UK-based technicians.
Ask.leap.co.uk
LEAP HelpCentre – Browse articles, blogs, access support, and engage with other LEAP users via the LEAP community.
community.leap.co.uk/s/
LEAP University -Self-guided training courses available online at a time convenient to you.
university.leap.co.uk/
Webinars and events – Stay up-to-date and learn about LEAP’s newest features.
www.leap.co.uk/events/
Ideas Hub – Provide feedback, read discussions and vote on improved LEAP features.
community.leap.co.uk/s/ideas-user-guide
Key Features
Legal AI features and tools – LEAP’s suite of premium AI tools are designed to automate time-consuming tasks, simplify document drafting, and enhance decision-making processes. Helping to modernise law firms and increase productivity and profitability.
www.leap.co.uk/legal-ai
Client and matter management – Manage and collaborate on matters in one secure and searchable location.
www.leap.co.uk/features/matter-management/
Document automation and management – Utilise fully automated and integrated legal forms and precedents. www.leap.co.uk/features/document-automation/Time recording and billing
Legal accounting – Manage client accounting, billing and reporting processes with ease.
www.leap.co.uk/features/legal-accounting/
Client services – Connect, communicate and collaborate with clients online.
www.leap.co.uk/features/client-service/
Mobile working – Work on matters effectively away from the office, on any device.
www.leap.co.uk/features/mobile-working/
Accreditations/Awards
‘Best Use of A.I. in Legal Tech’ category at the 2024 A.I. Awards for its ground-breaking integration of A.I. into legal practice management software.
Integrations
LawY
By Lawyers
LEAP Online Payments powered by FeeWise
BundlePro
Perfect Portal
Microsoft 365
Xero
InfoTrack
LawConnect
Redview
Zylpha
WillSuite
Quickbooks
Fileman
Links
Key Contact
LEAP Legal Software
info@leap.co.uk
0845 683 2517
Full Profile
Company Details
Name of Company: Legal Eye
Parent Company: PEXA
Incorporated: 2009
Turnover: £500k – £2m
Timeline stages: Onboarding & Client Comms; Case/ Matter Management; Finance
Key Summary
We work with law firms, providers of legal services and other corporate industries to ensure compliance and optimise performance.
Our extensive and thorough knowledge of the law and regulations will ensure your business is compliant and your processes sound. The advice we offer is clear and practical, and we pride ourselves on our exceptional customer service and unbeatable quality of work.
Key Services
https://legal-eye.co.uk/category/legal/
- AML audit and certification
- AML document review
- Annual risk assessments
- Compliance helpline
- Enhanced compliance audit – lender panels
- File reviews
- Risk and compliance gap
- CQS gap analysis
- Lexcel accreditation
- Legal Eye Quality Standard
- Bespoke consultancy
- Bespoke on site training
- Codes of Conduct training
- Complaints handling
- Enhanced AML training
- Legal Eye Academy
- Source of Funds and Source of Wealth training
- Policy store
Key Features
- Risk and Compliance Support
- Certification Support
- Training and Online Resources
- Policies and Procedures
Accreditations/Awards
- ‘Risk and Compliance Support Service of the Year’ – British Conveyancing Awards 2024
Integrations
Bespoke integration available on request
User Testimonials
https://legal-eye.co.uk/testimonials/
Links
Key Contact
E: bestpractice@legal-eye.co.uk
T: 02030512049
Full Profile
Company Details
Name of Company: Minerva
Parent Company: Law Firm Services Ltd
Incorporated: 2001
Turnover: £2m – £5m
Timeline stages: Onboarding & Client Comms
Key Summary
Developed by the team behind Law Firm Services (LFS), Minerva is an AI enabled legal technology solution delivering secure, intelligent onboarding for law firms. Designed to support firm wide growth, Minerva helps practices win new clients, retain existing ones, and deliver exceptional client experiences.
Minerva provides an end to end intelligent client onboarding journey; from quotation and instruction through to ID and AML checks, digital forms, e signatures, payments, and deep case management system integration. Built in collaboration with leading UK law firms, Minerva enables firms to operate more efficiently, strengthen compliance, and create a faster, more connected experience for both clients and teams.
Used by law firms across the UK, Minerva combines intelligent automation with robust security to support modern legal practices focused on growth, compliance, and client service.
Key Services
Minerva provides an end to end intelligent client onboarding journey; from quotation and instruction through to ID and AML checks, digital forms, e signatures, payments, and deep case management system integration.
- Client Onboarding
- Digital Quotes
- Digital Forms and Questionnaires
- Integrated ID and AML
- Integrated Source of Funds
- Integrated Secure Payments
- E sign and SMS integration
- Management Reporting
- Integration with various Case management systems
Integrations
Case Management, Advanced Legal, P4W, Visual Files, Proclaim, ActionStep, Mattersphere, SOS and Osprey
User Testimonials
Links
Key Contact
Ben Mills
ben.m@lawfirmservices.co.uk
07971117194
Full Profile
Company Details
Name of Company: Osprey Approach
Parent Company: Pracctice Limited
Incorporated: 1988
Turnover:
Timeline stages: Onboarding & Client Comms;Case/Matter Management;Finance;
Key Summary
Osprey Approach is an all-in-one legal accounting, practice and case management software solution, designed for SME UK law firms, that helps make running a law firm easier.
Our mission is to create tools and services that address the unique challenges faced by legal professionals in today’s fast-paced environment. Osprey helps to take advantage of cloud solutions to effectively manage hybrid teams, strengthen security and mitigate risk. The system helps firms ensure compliance, save time, improve visibility for operational leaders, and enhance client service so you stay ahead of your competition.
In addition to providing software solutions, we partner with firms to enhance professional development and maximise ROI on your investment. Our support, training, and data services, coupled with our legal professional communities and podcast and webinar series, help firms stay informed, prepared, and equipped to run a successful modern law firm.
Key Services
All-in-one accounting, practice, and case management software for conveyancers: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Implementation and data migration services – Fully project managed, all firms will be supported and guided through the implementation project, starting with a detailed project plan and including system set up and configuration, existing process reviews, training program, and data import: ospreyapproach.com/services/implementation/
Training services – you’ll receive role-based training as part of the onboarding, and all users will continue to receive unlimited training to maximise utilisation of Osprey. Access our help center 24/7 for how-to guides and videos, book trainer led one-to-one or group sessions, and enroll on interactive online courses: ospreyapproach.com/services/training/
Telephone-first support services – all users will have access to telephone-first support from our internal, UK-based support team who can help you with your queries and guide you through using the Osprey features. You’ll also have a dedicated Client Success Manager who will be your point of contact at Osprey and will provide regular account reviews to ensure Osprey is helping you meet your firm’s goals: ospreyapproach.com/services/support/
Key Features
Osprey provides an all-in-one legal accounts, case, and practice management software that helps conveyancers manage enquiries, progress transactions, and billing clients
Conveyancing overview: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Matter management – centralise matter management into one platform to organise your files, data, tasks, and communications. Create documents, forms, send emails and texts: ospreyapproach.com/legal-matter-management-software/
Workflows – utilise our process workflows to save conveyancers time, reduce errors, stay compliant, and deliver quality service. We offer templated conveyancing workflows that can be customised or you can build your own: ospreyapproach.com/case-management/legal-workflow-automation-software/
Client ledger and billing – SRA compliant client ledger and billing software to help you manage client monies and bill clients easily: ospreyapproach.com/legal-accounting-software/legal-billing-software/
Client onboarding – streamline your onboarding processes with digital tools that help you effectively communicate, stay compliant, and capture data. Utilise Osprey with InfoTrack to complete ID checks, AML and VOFs: ospreyapproach.com/client-management-software/client-onboarding-software/
Client portal & mobile app – modernise your client service with convenient self-service portals. Share case updates, upload and collaborate on documents, capture data, and sign documents in the secure portal or app: ospreyapproach.com/client-management-software/client-portal-software/
Reporting – improve visibility across your department and firm-wide with extensive reporting tools. Osprey offers a suite of core reports, plus a custom report writer and an integration with Power BI for interactive dashboards that can connect several data sources: ospreyapproach.com/practice-management-software/reporting-bi/
Compliance – protect client data and reduce risk with compliance tools that help you stay SRA, Lexcel, and CQS compliant: ospreyapproach.com/practice-management-software/compliance-software/
Accreditations/Awards
ISO 14001 / ISO 9001 / ISO 27001 / Cyber Essentials accredited .
Integrations
Microsoft 365
Power BI
InfoTrack
DocuSign
Lexis Smart Forms
TextAnywhere
Coadjute
Links
Podcasts
Key Contact
Amy Bruce
Marketing Director
amy.bruce@ospreyapproach.com
03300 604 940
Nick Orme
CEO
enquiries@ospreyapproach.com
03300 604 940
Full Profile
Company Details
Name of Company: Perfect Portal
Parent Company: InfoTrack UK
Timeline stages: Onboarding & Client Comms, Case/ Matter Management
Key Summary
Perfect Portal is the award-winning new business management solution for law firms – helping them win more work, deliver a smoother client experience and gain full visibility over their business in one connected system. Since 2014, we’ve helped practices boost conversions, reduce admin, and create client-centric journeys that make a measurable impact.
Client expectations have changed – today’s consumers demand speed, transparency, and digital-first convenience. Perfect Portal is built specifically for the legal sector to meet these demands through three powerful modules:
- Capture more business – Generate enquiries 24/7 with the website Quote Calculator and Intake Forms, while the Solicitor Portal and Referrer Portal make it easy to add, manage, and track leads from every source.
- Onboard with confidence – Guide clients through their legal journey using the app for Biometric ID Verification, Source of Funds checks, Digital Payments, Digital Forms, and clear communication.
- Manage with clarity – Monitor performance with intuitive dashboards, reporting, reviews, integrations, and automations that bring pipelines, campaigns, and outcomes together.
With Perfect Portal, law firms combine efficiency, security, and transparency to create client journeys that drive loyalty, referrals, and growth.
Key Services
Capture more business:
- Quote Calculator – Deliver instant, tailored quotes directly on your website, helping convert interest into instructions faster and more professionally.
- Intake Forms – Capture enquiries 24/7 with flexible online forms that make it simple for potential clients to take the first step.
- Solicitor Portal – Add and manage leads instantly in one place, removing spreadsheets and manual admin so no enquiry or opportunity is ever missed.
- Referrer Portal – Referrers have their own portal to submit leads easily, which drop straight into your portal for faster follow-up and more work.
Onboard with confidence:
- Biometric ID Verification – Verify client identity securely using biometric and NFC checks, meeting Safe Harbour standards and reducing fraud risk.
- Source of Funds Checks – Clients complete source of funds checks digitally within the app, keeping compliance simple, secure, and auditable.
- Digital Payments – Request payments instantly, and clients pay securely through the app, reducing chasing and creating a smoother experience for all.
- Digital Forms – Replace paperwork with smart digital forms, including TA6, TA7, TA10 and adaptive Smartforms that reduce admin.
- Client Communication – Centralise communication with secure messaging, document sharing, progress updates, and interactive To Dos in one app.
Manage with clarity:
- Campaign Tracking Dashboard – Track the full journey from click to conversion, identifying what works and where to invest marketing spend.
- New Business Dashboard – View your pipeline at a glance, showing progress, conversion status, and where action is needed.
- Company Analytics Dashboard – Access real-time insights into lead sources, conversions, and performance to support smarter decision-making.
- Report Suite – Access 30+ on-demand reports, including a Flash Report for an at-a-glance view of overall business performance.
- Client Reviews – Collect, manage, and share reviews easily, strengthening trust, social proof, and your firm’s reputation.
- Efficient Automations – Automate updates via email, SMS, and push notifications to keep clients informed without manual chasing.
- Enhanced Integrations – Connect Perfect Portal with leading case management systems, search providers, and payment partners to streamline workflows.
Key Features
- Web-hosted Conveyancing Quote Calculator
- Referrer Platform
- In-app verification of ID & SOF
- Digital payment & forms (TA6, TA7, TA10)
- Easy-to-use chat & document sharing
- Instant in-app progress updates and To Do notifications
Awards
- ‘Best Use of Technology’ – (Shortlisted) Modern Law Conveyancing Awards, July 2018
- ‘Innovation of the Year’ – (Shortlisted) Modern Law Conveyancing Awards, July 2018
- ‘Service Provider of the Year’ – (Highly Commended) Modern Law Conveyancing Awards, July 2019
- ‘Outstanding Achievement of the Year’ – (Winner) Modern Law Conveyancing Awards, July 2019
- ‘Conveyancing Award’ – (Finalist) LegalEX Awards, January 2019
- ‘Business Development Professional of the Year – Rob Lawson’ – (Winner) British Conveyancing Awards, May 2021
- ‘Technology Team of the Year’ – (Winner) British Conveyancing Awards, May 2021
- ‘Outstanding Commitment to Training’ – (Highly Commended) Modern Law Conveyancing Awards, November 2021
- ‘Service Provider of the Year’ – (Winner) Modern Law Conveyancing Awards, November 2021
- ‘Innovation of the Year’ – (Winner) British Conveyancing Awards, March 2022
- ‘Supporting the Industry’ – (Highly Commended) Modern Law Awards, March 2023
Integrations
- LEAP
- Actionstep
- SOS
- Access Legal Proclaim
- Redbrick
- Smokeball
- Osprey
- One Advanced P4W
- Practice Evolve
- Linetime
- InfoTrack
- Reapit
- Search Acumen
- Stripe
- Review Solicitors
User Testimonials
“We have been using Perfect Portal for a number of months now and just wanted to let you know how pleased we are with the system. It has been easy to use and has streamlined the quoting process. It continues to save us a lot of time with the preparation of quotations and automated chasing emails, both of which we have been able to personalise to our way of working.”
Annette Collins, New Business Manager at Borneo Martell Turner Coulston LLP Solicitors
“We are now seeing our quotes convert to genuine working files far quicker than before and are now working towards bringing other areas of law within the app. Highly recommend.”
Debbie Chadwick, Kirwans Solicitor
“Automating our onboarding is saving us 30 minutes on every new file we open”
Mike Leeman, Bell Lamb & Joynson
“Automating our onboarding is saving our Conveyancing Team a full day of work every month!”
Sophie O’Hara at O’Hara Solicitors
“Obtaining our own branded app through Perfect Portal was one the best business decisions we have made to date. Our conveyancing quotes and conversions have increased since using the platform. It has enhanced our client’s and stakeholders experience, and it makes client onboarding seamless.”
Laura Zielinski, Director, Grey-Smith Legal
“The new AI Report has been a real game-changer for us. It’s helped us clearly identify where our leads are coming from and which referrers are driving the most business, while also highlighting areas where we can improve our conversion. Best of all, it saves each of us very valuable time, around 30 minutes each week, as we no longer need to dig through reports or interrogate the data ourselves. Everything we need is presented instantly and clearly.”
Lindsey Connolly, Practice Manager, Thomas Flavell
Links
Key Contact
Kate Roberts – Head of Marketing
kate.roberts@perfectportal.co.uk
07300 820048
Lisa Edwards – Global Head of Sales
Lisa.edwards@perfectportal.co.uk
07904754494
Full Profile
Company Details
Name of Company: Redbrick Solutions
Incorporated: 2001
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms; Post-contract/Exchange; Completion/Post Completion; Case/Matter Management; Finance;
Key Summary
Redbrick Solutions provides a user-friendly legal case management system to progressive law firms. The software’s intuitive interface enhances efficiency with its logical process and rich functionality. Additionally, as a proud partner and investor of Klyant Legal Accounting Software, we offer seamless integration for managing all your accounting needs within a single, integrated system.
Key Services
Established in 2001, Redbrick Solutions is widely recognised as one of the leading legal case management software systems available on the market. With over 3000 conveyancers relying on our software daily, we stand as a trusted industry leader.
What we do:
Legal case management software: We have all of the functionality and integrations you would expect from a first-rate legal case management supplier, including Klyant Legal Accounting software, Client Portal, Onboarding, Digital Signatures, Real Time Case Updates, HM Land Registry e-DRS with digital AP1s, SDLT, First Title, Searches, Biometric AML, Source of Funds, and much more.
https://redbricksolutions.co.uk/what-we-do/
Redbrick’s software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Bespoke legal case management software: Our legal case management software contains a variety of features that can be completely customised to suit your requirements. From intelligent to-do lists to automatic email updates, online case tracking, and a safe and secure online document portal, we have everything you need so that your firm can stay ahead of the competition.
https://redbricksolutions.co.uk/products/bespoke-legal-case-management-systems/
Key Features
Fully customisable legal case management solution: From the outset we will work with you to design custom workflows, specific to your requirements (or you can choose to take our standard ones). Our 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.
Simple implementation process: Making the switch to a new legal case management system or implementing legal software for the first time can seem daunting, but with Redbrick it’s as easy as one, two, case management. Our seamless transition process ensures you can be fully operational in just a few weeks, allowing you to focus on delivering quality legal services.
Unique transactional business model, with additional flexible payment options available: We charge on a transactional basis for each active matter, a fee our clients typically pass on as a disbursement. Quotes are provided at no cost, enabling quick client documentation and follow-up without financial risk if the client doesn’t proceed. We also offer a fixed per-user, per-month fee, and other flexible payment options for those unable to pass on transactional fees.
Free support and maintenance: We do not charge any additional fees for support or maintenance, our one low transaction fee covers everything you will ever need. Our business model ensures that it is in our best interests to make sure the system works perfectly for you, from day one onwards, which is why clients have voted our customer support ‘Excellent’.
Klyant Legal Accounting software: Our partnership with Klyant provides our clients with a streamlined solution for managing all their accounting needs within a single, integrated legal case management system.
https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
HM Land Registry e-DRS with digital AP1s: Redbrick integrates with the Land Registry’s electronic Document Registration service (e-DRS), enabling clients to save time on registrations, minimise errors and reduce risk through electronic audit trails.
SDLT e-submission: Our SDLT integration saves 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.
Secure online document portal: Our secure document sharing portal enables your client to view and electronically sign confidential documents. You can seamlessly share documents and instantly email them to the relevant parties to reduce unnecessary delays and costs. Clients can also track the progress of their case here too.
24/7 online case tracking and agent tracking: With Redbrick, you can 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.
Two-way Outlook integration: Keep track of email correspondence effortlessly with our two-way Outlook integration, saving time and printing costs compared to manual filing.
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.
Product Video
Redbrick Solutions software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Integrations
Klyant Legal Accounting Software: https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
Armalytix: https://redbricksolutions.co.uk/partners/armalytix/
Credas: https://redbricksolutions.co.uk/partners/credas-biometric-id-checks/
Conveyancing Data Services: https://redbricksolutions.co.uk/partners/conveyancing-data-services/
CLS Property Insight: https://redbricksolutions.co.uk/partners/cls-property-insight/
Thirdfort: https://redbricksolutions.co.uk/partners/thirdfort/
Stamp: https://redbricksolutions.co.uk/partners/stamp/
The Search Bureau: https://redbricksolutions.co.uk/partners/the-search-bureau/
TPS Group: https://redbricksolutions.co.uk/partners/tps-group/
Confirmly: https://redbricksolutions.co.uk/partners/confirmly/
Yourkeys: https://redbricksolutions.co.uk/partners/yourkeys/
Links
Website: https://redbricksolutions.co.uk/
linkedin.com/company/redbrick-solutions
facebook.com/RedbrickSolutionsUK
Google reviews: https://bit.ly/3BNOZxt
Key Contact
Jo Hodges
Sales & Marketing Director
sales@redbricksolutions.co.uk
01572 770088
Full Profile
Company Details
Name of Company: Thirdfort
Incorporated: 2017
Turnover: £10m-£20m
Timeline stages: Onboarding & Client Comms
Key Summary
Thirdfort’s client due diligence platform combines automated ID verification, anti-money laundering and Source of Funds checks to protect regulated professionals, and their clients, from fraud and money laundering. Thirdfort combines industry-leading data sources and suppliers with user-friendly technology, making client due diligence simple and secure.
Key Services
Onboarding, training and support
Ongoing account management
Phone, email, messenger and in-app support for our users and their clients
https://www.thirdfort.com/sectors/conveyancers/
Key Features
- ID Verification that meets the HMLR digital ID standard
- Source of Funds verification
- PEPs and Sanctions
- Document verification
- Know your business (KYB)
Product Video
Integrations
Actionstep, Redbrick, Proconvey, ALB, Tessaract, InTouch
User Testimonials
https://www.thirdfort.com/our-clients/
“Clients complete their checks faster, improving their experience with fewer delays. It’s simple in all the right ways” – IT and Operations Manager, Wade & Wade
“Thirdfort speeds everything up. Cutting out manual processes lowers risk and means happier clients – and a happier team.” Director of Compliance, Right Choice Conveyancing
“Compliance can be a headache. The ease of a client being able to do this on their phone is really attractive for solicitors.” Risk and Compliance Manager, Birketts
Links
Review Platforms
Trustpilot Rated “Excellent”
Key Contact
Email hello@thirdfort.com for any enquiries, or to see how Thirdfort works, schedule a time with our team here: https://www.thirdfort.com/request-demo/
Full Profile
Company Details
Name of Company: tmGroup
Incorporated: 1999
Turnover: £50m+
Timeline stages: Onboarding & Client Comms; Searches; Pre Contract, title investigation & enquiries; Completion/Post Completion
Key Summary
tmGroup is the UK’s largest provider of property searches, pioneering digital transformation in conveyancing with award-winning technology solutions. With over 20 years of industry expertise, tmGroup makes property transactions smoother, smarter, and more secure by combining rich data, cutting-edge technology, and best-in-class service. Their comprehensive platform streamlines everything from client onboarding to post-completion, enabling law firms to focus on delivering exceptional service while improving efficiency, compliance, and client experience. Having acquired Lawtech in 2024, tmGroup now counts the Verify365 onboarding software amongst its suite of conveyancing solutions.
Key Services
- Client Onboarding & AML: tmQuote (instant branded quotes), tmVerify365 (biometric ID verification), and comprehensive AML/KYC compliance solutions meeting SRA framework and HM Land Registry Digital ID Standard for ‘Safe Harbour Status.’ (https://www.tmgroup.co.uk/residential/onboarding/)
- Searches & Property Data: tmGroup is the UK’s largest search provider, offering the widest range of residential and commercial property searches with advanced mapping, automatic property outlining, and integrated data layers for enhanced accuracy and efficiency. (https://www.tmgroup.co.uk/residential/searches-property-data/)
- Land Registry Services: Instant, accurate Land Registry data retrieval with automated extract reports, interactive Map Search functions, and comprehensive access to title information. (https://www.tmgroup.co.uk/residential/land-registry/)
- Digital Post-Completion: Fast, accurate SDLT and AP1 submissions with automated validation, pre-populated case details, real-time error checks, and seamless Land Registry/HMRC integration. (https://www.tmgroup.co.uk/residential/digital-post-completion/)
- Additional Services: Extensive services for commercial property transactions including Portfolio Management, Advanced commercial searches, mapping and data layers, (expert-led transaction management).
Accreditations/Awards
- Modern Law Conveyancing Awards 2024 – Search Provider of the Year
- British Legal Technology Awards 2024 – Supplier of the Year (Lawtech Software Group)
- British Conveyancing Awards 2024 – Winner – Supporting the Industry
- UK Top Employer 2021 Accreditations • CoPSO, PCCB, ISO 27001
Integrations
Integration capabilities with major case management systems and legal technology platforms, Land Registry APIs, HMRC.
User Testimonials
“Easy to use and the customer service is very good, always very helpful.” – Joanne Green, Cooper Sons Hartley and Williams LLP
“Thanks to their time-saving technology, we’ve significantly reduced the admin time per transaction, and this has helped our team work far more efficiently. Not only that, but the service has been fantastic.” – Arash Dinari, Head of Commercial Property, Wolferstans Solicitors
“Our team have been using tmGroup’s managed service for over 2 years now. It is a great service, quick and efficient, and the team are unfailingly helpful. Our thanks to Nigel Bishop who has always been on hand to resolve any particular issues. Overall a really good customer experience.” – Marina Wickens, Legal Director, Foot Anstey LLP
“We receive incredible support from our client relationship manager Alex. We often have transactions with large complex plans which go way beyond the norm and nothing is too much trouble. We have always found Alex to be very responsive, helpful and knowledgeable with any request for help or guidance. A great team to work with.” – Holly Addison, Business Development Manager, Nowell Meller Solicitors
“I like tmGroup’s swift response to queries… I have never had cause to be concerned about what they do for us.” – Heather Rowley, Practice Manager, Temple Bright LLP
Links
Key Contact
Chris Lund
Head of Marketing
Chris.lund@tmgroup.co.uk
T: 0800 840 5571
Full Profile
Company Details
Name of Company: VSiD
Parent Company: VSiD RegTech Group Ltd
Incorporated: 2020
Turnover: £500k-£2m
Timeline stages: Onboarding & Client Comms; Pre contract, title investigation and enquires; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
VSiD is the award-winning Digital Verification Service (DVS) listed on Gov.UK that hels legal firms remain compliant and reduce risk with its wide range of eSignature, KYC, KYB and AML solutions, all available from a single platform. With increasing pressure on regulated business to comply with AML legislation and improve their due diligence, VSiD can offer digital solutions that automate processes, saving time and resources. Our platform features have been tailor made for the Legal sector, particularly in the areas of claims and conveyancing and include eWitnessing and a re-verifiable eSignature and ID verification certificate for any relying party asking to see evidence that appropriate due diligence has been undertaken.
Key Services
eSignatures & eWitnessing https://vsid.com/esignatures-ewitnessing/
Remote ID Verification https://vsid.com/remote-id-verification/
Dynamic Smart Forms https://vsid.com/dynamic-smartforms/
KYC, KYB & AML Screening https://vsid.com/kyc-kyb-aml-screening/
Fraud, PEPs & Sanctions Monitoring https://vsid.com/fraud-peps-sanctions-monitoring/
Bank Verification & Source of Funds https://vsid.com/bank-verification-source-of-funds/
Key Features
- Conveyancers Certificates
- Reverificable eSignature and ID verification certificates for relying parties
- Third party link and share – enabling collaboration on cases with other firms/parties
- Configuration of signer/authoriser sequencing and completion date controls
- Large file processing (up to 200mb) including architectural drawings
- Customised SmartForms for automated, dynamic & fillable company forms
- Qualified eSignatures that meet HMLR Safe Harbour requirements
- Firm own branding
- Single sign on
- Seamless integration into conveyancer’s client web journey
Accreditations/Awards
ISO27001: 2022,
Certified to the UK Government’s Digital Identity and Attributes Trust Framework as a Digital Verification Service (DVS).
2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service)
Integrations
MS Word, MS Dynamics, Advanced P4W, Cloudify, Intapp, Zylpha, iManage, Techedia, Xperate, Visualfiles, Proclaim, Actionstep, Futurbyte
User Testimonials
“Working in IT there is so much choice and you do get bombarded with sale enquiries and constantly chased as to when will you be ready to proceed but David and Tim did not pressure me or constantly chase me for follow up conversations, they let me take my time and go back to them when I was ready as I said I would.”
Trudy Hooper – IT & Business Operations Manager , Kerseys Solicitors LLP
“Not only were we impressed by the product itself, with the nuances developed specifically for law firms, we also found the team at VSiD to be supportive during the trial set-up and management process.”
Susan Glenholme – Managing Partner
Debenhams Ottaway
Links
Key Contact
Andrew Tuff
at@vsid.com
020 7965 7579
Full Profile
Partner Page – VSID
Searches
Company Details
Name of Company: DevAssist
Incorporated: 2012
Turnover: £500k-£2m
Timeline stages: Searches
Key Summary
DevAssist provides specialist planning risk intelligence designed for solicitors and conveyancers. Their reports identify current and future development risks that may affect a property’s value, helping legal professionals deliver more informed advice, strengthen due diligence, reduce professional risk, and give clients greater confidence in their property decisions.
Key Services
- DevAssess report
- DevAssess Premium Residential report
- DevAssess Premium Commercial report
- DevCity report
- DevProbate report
Key Features
- Identifies current and future development risk often missed by standard conveyancing searches
- Over 40% of reports uncover significant nearby development risk
- Expert interpretation of complex planning data removing analysis burden from solicitors
- Assesses both surrounding development risk and site potential
- Supports stronger due diligence and informed client advice
- Helps reduce Professional Indemnity and negligence risk
- Covers planning applications, Local Plans, and SHELAA sites
- Fast turnaround with reports delivered in as little as 5 working days
- User-friendly, evidence-backed reports with clear expert commentary
- Trusted by conveyancers, lenders, and Legal 500 firms nationwide
- Affordable, specialist reports for residential and commercial property
- Bespoke reports available for complex or higher-value matters
Awards
- Shortlisted for Business of the Year at Gatwick Diamond Business Awards 2026
- Shortlisted for Search Provider of the Year at Modern Law Conveyancing Awards 2023
- Shortlisted for Service Provider of the Year at Modern Law Conveyancing Awards 2018
- Shortlisted for Innovation of the Year at Modern Law Conveyancing Awards 2018
- Sussex Business Awards Most Promising New Business for 2013
User Testimonials
“DevAssist provide an invaluable report. They assess not only existing planning permissions but also past applications and the risk of potential planning and its impact. Their searches have allowed our clients to make informed decisions as to the viability of their investment. I use Devassess for every purchase that I act on, and it has become a standard required search for our lender clients. Their searches help us to provide the best advice to our clients. Paul and his team always give a great service and are happy to discuss search results at any time. All property solicitors should be aware of this search.”
“DevAssist offers a unique report that highlights potential developments that could impact the future enjoyment of land or property you’re in the process of buying. The report is applicable to consumers and businesses, and I cannot recommend Paul and the team highly enough. Working in the legal sector, my conveyancing clients concur that these reports provide clarity on development risks that are not normally picked up on the local authority search and something the consumer does not necessarily know about. The team has always been friendly, efficient, and knowledgeable, and these reports are invaluable to anyone concerned about the prospect of future development in the vicinity of a proposed purchase.”
“If you work in conveyancing and do not currently offer your clients these searches then you should!”
“We now undertake a DevAssess search on every purchase transaction as we feel that it is an useful and informative search for our clients. We feel that the search adds extra value to the service we provide to our clients. One some occasions the search result has resulted in our client considering whether or not to proceed with a matter.”
CLICK HERE for more case studies
Links
Key Contact
- Paul Addison
- paul@devassist.co.uk
- 01342 890010
Full Profile
Company Details
Name of Company: Geodesys
Incorporated: 1997
Timeline stages: Searches & Completion/Post Completion
Key Summary
Geodesys is a leading provider of residential and commercial conveyancing searches, including the Law Society-approved CON29DW. Having spent over 25 years perfecting a comprehensive suite of search solutions, Geodesys is the perfect partner. Providing a personal service through dedicated account management and customer support, clients can also take advantage of the Conveyancing Concierge service to help navigation complex transactions and save time.
Key Services
CON29DW: https://www.geodesys.com/drainage-and-water-searches
Conveyancing Concierge: https://www.geodesys.com/conveyancing-concierge
Searches: https://www.geodesys.com/searches
Free Events and Training: https://www.geodesys.com/events
Key Features
- Home of the Anglian Water CON29DW and the ordering and delivery partner for the Southern Water CON29DW.
- Transparent pricing – clear, competitive pricing means no surprises and no admin fees.
- Conveyancing Concierge – allow Geodesys to take care of the whole search ordering process, including mapping. Perfect for complex plots and portfolios.
- Fast, free, accurate mapping – the advanced mapping technology delivers precise boundary and property details, making it especially suited to large sites and a must for commercial transactions.
- Post-completion – stress free referencing and CQS auditing with a simple post-completion solution.
Product Video
CON29DW Mastermind: https://www.youtube.com/watch?v=wn79OeGj-NM
Integrations
sdlt.co.uk
E-IDV
User Testimonials
“The staff are amazing and so is the service and the ease of ordering – especially since the revamp of the online ordering service!”
“Very easy process to order searches and they come back promptly. If you have any problems and need to contact customer services, they respond quickly. The webinars are also very useful and I appreciate that they are free.”
“Great products, competitively priced, amazing service, fantastic online platform and I love the online mapping tool.”
“Having met your account management team, we have found them helpful, responsive and a helpful addition to a well-oiled automated process, adding the human touch and contact when occasionally we have needed it.”
Links
Podcast:
- Case Chasers with Ian Quayle: https://creators.spotify.com/pod/show/casechasers/episodes/Case-Chasers-Episode-5—With-Guests-Geodesys-e310o5t/a-abs72rs
Key Contact
Kay Toon
Key Account Manager
E: sales.team@geodesys.com
Full Profile
Company Details
Name of Company: Groundsure
Incorporated: 2002
Turnover: £20m-£50m
Timeline stages: Searches; Pre contract, title investigation & enquiries
Key Summary
Groundsure is a leading UK environmental and climate data authority. We give land and property professionals expert information on risks including land contamination, flooding and ground stability, as well as forward guidance on potential climate risks, to advise their clients in the transaction.
We provide high value, property-specific opinions and analysis of land use, turning complex environment and climate data into clear and simple insights. This enables our clients to make better informed land and property decisions and more positive outcomes for our climate-challenged society.
Key Services
Environmental and climate search reports for residential and commercial legal professionals.
Land use mapping and data for other property professionals and environmental consultants.
Key Features
Reports supplied by PDF and data integrations; data packs and mapping available via www.groundsure.io; search and data reports include key environmental risks including contaminated land, flooding, mining and ground stability, together with longer term climate change impacts, historic land use and map layers.
Product Video
https://www.youtube.com/watch?v=QdbeUoC_LrU
Accreditations/Awards
- Modern Law Awards – Innovation of the Year (ClimateIndex) 2023
- Digital Leaders – Governance Impact: Data ESG Initiative (ClimateIndex)
- Mortgage Finance Gazette Supplier Awards 2023 – Innovation of the Year (ClimateIndex)
- Modern Law Awards – Giving it back in 2024
Integrations
We have full technical integration with all of the leading property search providers.
Links
Website
Twitter/X
Linked In
Instagram
Podcast
Key Contact
Catherine Shiers
Customer Engagement Director
01273 257 755
info@groundsure.com
Full Profile
Company Details
Name of Company: InfoTrack
Incorporated: 2015
Timeline stages: Onboarding & Client Comms; Searches; Pre contract, title investigation & enquiries; Completion/Post Completion
Key Summary
InfoTrack is pioneering the digitalisation of legal processes with a platform that streamlines client onboarding, identity verification, e-signatures, and conveyancing tasks. Their award-winning solutions boost compliance, productivity, and client experience by handling labour-intensive admin tasks — enabling law firms to focus on delivering exceptional service with every transaction..
Key Services
Client onboarding: https://www.infotrack.co.uk/solutions/conveyancing/electronic-client-onboarding-solutions/
Searches: https://www.infotrack.co.uk/solutions/conveyancing/property-searches/
Digital Contract Packs: https://www.infotrack.co.uk/solutions/conveyancing/contract-of-sale/
Property Report: https://www.infotrack.co.uk/solutions/conveyancing/property-report/
Post Completion: https://www.infotrack.co.uk/solutions/conveyancing/post-completion/
Product Video
Accreditations/Awards
King’s Award for Innovation 2024, Legal Supplier of the Year 2024 (British Conveyancing Awards), AI Use Case in Legal Services 2024 (British Legal Technology Awards), Service Provider of the Year 2024 (Modern Law Conveyancing Awards)
Integrations
All CMS integrations: https://www.infotrack.co.uk/integration/
also, iManage, LMS, Confirmly, Perfect Portal
User Testimonials
“eCOS™ has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side.” – Adam Fletcher, Ridley & Hall
“A client can instruct at nine o’clock on a Monday morning and by lunchtime they’re fully signed up – ID verified, source of funds sorted, and we’re well underway. That used to take a couple of weeks!” – Richard Wollacott, Knights
“InfoTrack gave us the most flexibility and connectivity with our existing systems. They were able to offer integration with our case management system and, as we were already using InfoTrack for our searches, it was a logical progression to use the post completion services too. InfoTrack is one of the few, if not only, providers that offer that level of integration with our existing software suite and planned upgrade path.” – Marcos Toffanello, Birketts
“InfoTrack is so quick and accessible from beginning to end, there is everything you need all in one place. It supports our risk management and compliance, especially with the onboarding and the post completion, because things don’t get missed. I’ve been using InfoTrack in various law firms since 2019, and I love it!” – Charlotte Madden, Aquabridge Law
“InfoTrack helps us stay better organised. You need to be on top of things when you’re working in this industry, and it’s another tool to help you keep everything all in one area.” – Jonathan Eid, YVA Solicitors
Links
Key Contact
Taylor Dunn
Head of Marketing
Taylor.Dunn@InfoTrack.co.uk
0207 186 8090
Full Profile
Company Details
Name of Company: Land Data
Incorporated: 2005
Timeline stages: Searches
Key Summary
Land Data was set up by a cross-Government initiative in 2005 to regulate and run (under licence) the newly-created National Land Information Service (NLIS), a hub providing a single point of access to official sources of land and property information from every Local Authority in England and Wales, HM Land Registry and the Mining Remediation Authority.
Key Services
Land Data’s mission is to make the Official Searches market work better
Through regulation Land Data:
* ensures high levels of cyber security across the NLIS Hub
* guards against the re-use of data so all searches are current
* closely monitors service levels, including turnaround times
* ensures consumers have access to the highest quality information, from source
Land Data offers the only training courses for local land charges teams and other local authority professions whose data is part of a search request. https://www.land-data.org.uk/local-authorities/training-sessions
Alongside the Local Land Charges Institute, Land Data runs the annual Local Land Charges Training & Development Event – the only opportunity for Local Authority LLC professionals in England and Wales to convene and learn as a community. https://www.land-data.org.uk/local-authorities/llc2026
We also run the Excellence Awards, recognising outstanding performance and achievement in the Loval Land Charges Community. https://www.land-data.org.uk/local-authorities/excellence-awards
Key Features
Land Data is a Community Interest Company and sits independently in the searches market, working closely with local authorities, data providers, central government, industry groups and the private sector to improve market processes and ensure consumers have access to Official data, from source, across England and Wales.
By regulating NLIS Official Searches we ensure lenders, conveyancers and homebuyers embarking on the biggest purchase of their lives have access to the highest quality, fully indemnified land and property information direct from source.
Product Video
https://www.land-data.org.uk/local-authorities/llc2026 (video from our Training and Development event)
Integrations
Land manages the contracts between NLIS and its channels. These are currently:
- SearchFlow
- Dye & Durham
- X-Press Legal Services
- On Point Data
- Wessex Searches
Links
Key Contact
Leanne Crooke
Business Support
E:leanne.crooke@land-data.org.uk
Full Profile
Company Details
Name of Company: SearchFlow
Parent Company: Landmark Information Group
Incorporated: 2000
Timeline stages: Searches; Pre Contract, Title Investigation & Enquiries; Completion/Post Completion
Key Summary
As one of the UK’s largest providers of legal due diligence data for residential and commercial property transactions, SearchFlow has supported over 5,000,000 instructions with more than 26,000,000 searches to date.
SearchFlow brings confidence and certainty to law firms by delivering concrete due diligence, advanced technology, intelligent data, unparalleled market experience, serious financial investment, and access to exceptional people.
Key Services
Commercial real estate: https://www.searchflow.co.uk/what-we-do/commercial-real-estate/
Residential property: https://www.searchflow.co.uk/what-we-do/residential-property/
Housing Association partner: https://www.searchflow.co.uk/what-we-do/housing-associations/
Concierge Portfolio Service: https://www.searchflow.co.uk/concierge-managed-portfolio-services/
Accreditations/Awards
- Best Customer Service (Bronze) – UK Customer Experience Awards 2024
- Search Provider of the Year – 2019 – 2023
Integrations
- Partner with Armalytix to offer source of funds technology for our clients
- Partner with Dual Asset to deliver bespoke legal indemnity insurances in both residential and commercial markets
User Testimonials
https://www.searchflow.co.uk/news-and-events/customer-story-freeths/
Links
Podcast
Key Contact
Sammi King
Marketing
E: sammi-joe.king@searchflow.co.uk
Rob Steadman
Sales
E:robert.steadman@searchflow.co.uk
T: 0800 977 8818
Full Profile
Company Details
Name of Company: tmGroup
Incorporated: 1999
Turnover: £50m+
Timeline stages: Onboarding & Client Comms; Searches; Pre Contract, title investigation & enquiries; Completion/Post Completion
Key Summary
tmGroup is the UK’s largest provider of property searches, pioneering digital transformation in conveyancing with award-winning technology solutions. With over 20 years of industry expertise, tmGroup makes property transactions smoother, smarter, and more secure by combining rich data, cutting-edge technology, and best-in-class service. Their comprehensive platform streamlines everything from client onboarding to post-completion, enabling law firms to focus on delivering exceptional service while improving efficiency, compliance, and client experience. Having acquired Lawtech in 2024, tmGroup now counts the Verify365 onboarding software amongst its suite of conveyancing solutions.
Key Services
- Client Onboarding & AML: tmQuote (instant branded quotes), tmVerify365 (biometric ID verification), and comprehensive AML/KYC compliance solutions meeting SRA framework and HM Land Registry Digital ID Standard for ‘Safe Harbour Status.’ (https://www.tmgroup.co.uk/residential/onboarding/)
- Searches & Property Data: tmGroup is the UK’s largest search provider, offering the widest range of residential and commercial property searches with advanced mapping, automatic property outlining, and integrated data layers for enhanced accuracy and efficiency. (https://www.tmgroup.co.uk/residential/searches-property-data/)
- Land Registry Services: Instant, accurate Land Registry data retrieval with automated extract reports, interactive Map Search functions, and comprehensive access to title information. (https://www.tmgroup.co.uk/residential/land-registry/)
- Digital Post-Completion: Fast, accurate SDLT and AP1 submissions with automated validation, pre-populated case details, real-time error checks, and seamless Land Registry/HMRC integration. (https://www.tmgroup.co.uk/residential/digital-post-completion/)
- Additional Services: Extensive services for commercial property transactions including Portfolio Management, Advanced commercial searches, mapping and data layers, (expert-led transaction management).
Accreditations/Awards
- Modern Law Conveyancing Awards 2024 – Search Provider of the Year
- British Legal Technology Awards 2024 – Supplier of the Year (Lawtech Software Group)
- British Conveyancing Awards 2024 – Winner – Supporting the Industry
- UK Top Employer 2021 Accreditations • CoPSO, PCCB, ISO 27001
Integrations
Integration capabilities with major case management systems and legal technology platforms, Land Registry APIs, HMRC.
User Testimonials
“Easy to use and the customer service is very good, always very helpful.” – Joanne Green, Cooper Sons Hartley and Williams LLP
“Thanks to their time-saving technology, we’ve significantly reduced the admin time per transaction, and this has helped our team work far more efficiently. Not only that, but the service has been fantastic.” – Arash Dinari, Head of Commercial Property, Wolferstans Solicitors
“Our team have been using tmGroup’s managed service for over 2 years now. It is a great service, quick and efficient, and the team are unfailingly helpful. Our thanks to Nigel Bishop who has always been on hand to resolve any particular issues. Overall a really good customer experience.” – Marina Wickens, Legal Director, Foot Anstey LLP
“We receive incredible support from our client relationship manager Alex. We often have transactions with large complex plans which go way beyond the norm and nothing is too much trouble. We have always found Alex to be very responsive, helpful and knowledgeable with any request for help or guidance. A great team to work with.” – Holly Addison, Business Development Manager, Nowell Meller Solicitors
“I like tmGroup’s swift response to queries… I have never had cause to be concerned about what they do for us.” – Heather Rowley, Practice Manager, Temple Bright LLP
Links
Key Contact
Chris Lund
Head of Marketing
Chris.lund@tmgroup.co.uk
T: 0800 840 5571
Full Profile
Pre contract, title investigation and enquiries
Company Details
Name of Company: e4 Strategic UK
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Searches, Pre contract, title investigation & enquiries, Post contract/Exchange, Completion/Post Completion, Case/Matter Management
Key Summary
e4 offers VERSA, a unified PropTech platform that streamlines the entire mortgage and conveyancing lifecycle connecting lenders, conveyancers, and stakeholders. With over 25 years’ digital innovation, it automates processes, delivers transparency, and reduces friction from offer to completion.
Key Services
- Modern panel management (VERSA Assure) — streamlines onboarding & governance of conveyancer panels.
E4 Strategic - Digital workflow management — automates conveyancing and mortgage workflows to improve speed / reduce manual effort.
E4 Strategic - Analytics & Intelligence (Smart Insights) — Power BI dashboards & reports giving visibility to lenders and conveyancers.
E4 Strategic
+1 - VERSA Connect — real-time messaging tool to resolve Post-Offer Queries (PVQs) more efficiently.
E4 Strategic - Building insurance validation (VERSA Building Insurance) — ensures suitable insurance policy is in place before exchange.
E4 Strategic - New build document sharing & validation — secure management of warranty, incentive, indemnity docs etc.
E4 Strategic - eCOT (electronic Certificate of Title) & eCOT addendum — dynamic checklists aligning with offer conditions and lender requirements.
E4 Strategic - Secure document access & template control — centralised control of document templates; dynamic generation & eSigning.
E4 Strategic - Independent verification of bank accounts (seller solicitor’s account) to reduce interception fraud.
E4 Strategic - Solutions for unregistered charges and remediation problems with HMLR registration delays.
E4 Strategic - VERSA Training Academy — training, guides, and learning support for lenders and conveyancers using the platform.
E4 Strategic
Key Features
- End-to-end mortgage and conveyancing workflow automation
- Real-time lender–conveyancer connectivity
- Centralised panel management and governance
- Smart data insights via Power BI dashboards
- Secure eCOT and document validation
- Automated PVQ query resolution
- Built-in fraud prevention and bank verification
- VERSA Training Academy for continuous learning
Accreditations/Awards
ECO Vadis – Bronze Status, Disability Confident Employer, Living Wage Employer
Integrations
https://www.e4strategic.co.uk/about.html
Links
Key Contact
Simon Slater
T: 07391 034344
E: simon.slater@e4strategic.co.uk
Brittney Myburgh
T: 07736 489956
E: brittney.myburgh@e4strategic.co.uk
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: InfoTrack
Incorporated: 2015
Timeline stages: Onboarding & Client Comms; Searches; Pre contract, title investigation & enquiries; Completion/Post Completion
Key Summary
InfoTrack is pioneering the digitalisation of legal processes with a platform that streamlines client onboarding, identity verification, e-signatures, and conveyancing tasks. Their award-winning solutions boost compliance, productivity, and client experience by handling labour-intensive admin tasks — enabling law firms to focus on delivering exceptional service with every transaction..
Key Services
Client onboarding: https://www.infotrack.co.uk/solutions/conveyancing/electronic-client-onboarding-solutions/
Searches: https://www.infotrack.co.uk/solutions/conveyancing/property-searches/
Digital Contract Packs: https://www.infotrack.co.uk/solutions/conveyancing/contract-of-sale/
Property Report: https://www.infotrack.co.uk/solutions/conveyancing/property-report/
Post Completion: https://www.infotrack.co.uk/solutions/conveyancing/post-completion/
Product Video
Accreditations/Awards
King’s Award for Innovation 2024, Legal Supplier of the Year 2024 (British Conveyancing Awards), AI Use Case in Legal Services 2024 (British Legal Technology Awards), Service Provider of the Year 2024 (Modern Law Conveyancing Awards)
Integrations
All CMS integrations: https://www.infotrack.co.uk/integration/
also, iManage, LMS, Confirmly, Perfect Portal
User Testimonials
“eCOS™ has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side.” – Adam Fletcher, Ridley & Hall
“A client can instruct at nine o’clock on a Monday morning and by lunchtime they’re fully signed up – ID verified, source of funds sorted, and we’re well underway. That used to take a couple of weeks!” – Richard Wollacott, Knights
“InfoTrack gave us the most flexibility and connectivity with our existing systems. They were able to offer integration with our case management system and, as we were already using InfoTrack for our searches, it was a logical progression to use the post completion services too. InfoTrack is one of the few, if not only, providers that offer that level of integration with our existing software suite and planned upgrade path.” – Marcos Toffanello, Birketts
“InfoTrack is so quick and accessible from beginning to end, there is everything you need all in one place. It supports our risk management and compliance, especially with the onboarding and the post completion, because things don’t get missed. I’ve been using InfoTrack in various law firms since 2019, and I love it!” – Charlotte Madden, Aquabridge Law
“InfoTrack helps us stay better organised. You need to be on top of things when you’re working in this industry, and it’s another tool to help you keep everything all in one area.” – Jonathan Eid, YVA Solicitors
Links
Key Contact
Taylor Dunn
Head of Marketing
Taylor.Dunn@InfoTrack.co.uk
0207 186 8090
Full Profile
Company Details
Name of Company: PEXA
Parent Company: Property Exchange Australia (PEXA)
Incorporated: 2020
Timeline stages: Pre contract, title investigation & enquiries; Post-contract/Exchange; Completion/Post Completion; Finance
Key Summary
PEXA sits at the centre of the property transaction; seamlessly handling financial settlement and document lodgement, delivering that moment with certainty, security and confidence. A secure digital platform, integrated with the Bank of England and HM Land Registry, our platform is designed for the nuances of the UK property market, reducing time and risks involved.
Key Services
Digital Property Settlement Platform: Provides secure, real-time digital infrastructure for property transactions, connecting lenders and conveyancers whilst validating title to ensure successful lodgement with land registry.
Fund Handling: Manages secure transfer of funds with precise tracking and verification, ensuring secure financial transactions. – https://www.pexa.co.uk/solutions/pexa-pay/
HM Land Registry Submissions: Automates title lodgment with HM Land Registry, reducing errors and ommissions.
Customer Support and Training: Dedicated help centre and training resources to support users through digital adoption and transaction management.
Collaborative workspace: Advanced platform that connects with PEXA’s digital infrastructure to allow direct collaboration between lenders and conveyancers. – https://pexa.my.site.com/PEXAHelpCentre/s/
Key Features
- Real-Time Digital Workspace: A secure, shared workspace where lenders and conveyancers collaborate on property transactions.
- Automated Fund Transfers: Facilitates secure, real-time movement of funds through integration to the Bank of England, reducing risk.
- Integrated Title Validation: Streamlines title search and validation within the workspace to ensure successful lodgement with land registry minimising errors and delays.
- Direct HM Land Registry Integration: Enables automated lodgment of title with HM Land Registry, reducing requisitions and administrative workload.
- Full Transparency: Provides visibility into transaction status enhancing accountability and trust.
- Access to PEXA’s Help Centre to assist users throughout the transaction process.
Product Video
Accreditations/Awards
- OPDA Accreditation in place
- Only Bank of England payment scheme dedicated to an asset class – Property
- Seventh net settlement scheme within the Bank of England
- FCA approved Authorised Payment Institution (API)
Integrations
- Bank of England
- HM Land Registry
- Optima Legal
- Clearbank API integration for payment execution.
- FNA (liquidity optimisation) (in process to be integrated)
- Open API Hub for industry
User Testimonials
First Fully Digital Transaction
Links
Podcasts:
- What is meant by ‘modernising’ the home move?
- PEXA Joins Legal News Wales as Community Partner to Drive Digital Transformation in Conveyancing
Key Contact
Angela Hesketh
T: 07976291178
E: angela.hesketh@pexa.com.au
Full Profile
Company Details
Name of Company: Ochresoft
Parent Company: Landmark Information Group Ltd
Incorporated: 2022
Timeline stages: Searches; Pre contract; Title Investigation & Enquiries; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
Intelliworks is a case management software, designed by industry experts with practical experience, covering all aspects of compliance and risk management. We are the leading legal software provider with the knowledge and regulatory expertise to ensure that our content-rich workflows are always current and incorporate the latest legal content and best practice standards. Intelliworks workflows are updated seamlessly whenever there is a change in law or regulation.
Key Services
Upfront Information Property Process: https://www.ochresoft.com/conveyancing-workflows/upfront-information-property-process/
Equity Release Workflow: https://www.ochresoft.com/conveyancing-workflows/equity-release-workflow/
Electronic Document Registration (eDRS): https://www.ochresoft.com/conveyancing-workflows/electronic-document-registration-system-edrs/
Sale Workflow: https://www.ochresoft.com/conveyancing-workflows/sale-workflow/
General Property Workflow: https://www.ochresoft.com/conveyancing-workflows/general-property-workflow/
Remortgage Workflow: https://www.ochresoft.com/conveyancing-workflows/remortgage-workflow/
Transfer of Equity: https://www.ochresoft.com/conveyancing-workflows/transfer-of-equity/
Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/purchase-workflow/
New Build Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/new-build-purchase-workflow/
Intelliworks Quotes: https://www.ochresoft.com/conveyancing-workflows/intelliworks-quotes
Key Features
Our Conveyancing workflows include the following:
- Expert legal content maintained and continually updated to incorporate changes in legislation, regulation and best practice standards.
- Fully managed document and forms library delivering high quality, accurate content and advice.
- Full end to end risk management, including electronic ID checks, comprehensive AML and fraud risk assessments and a complete audit trail of every task.
- Dynamic tasks and content to ensure compliance with CQS and Lexcel standards.
- Seamless conveyancing search orders using data from the Landmark Information Group.
- Integration with HMRC for submission of SDLT returns and HM Land Registry for post-completion registration applications.
- 70-plus customisable reports to reduce human error and manage team workloads.
Accreditations/Awards
We are accredited with ServiceMark from the Institute of Customer Service.
ServiceMark is a national standard, independently recognising an organisation’s commitment to customer service and to upholding high standards as part of a long-term embedded strategy.
The ServiceMark accreditation is awarded based on both customer satisfaction and employee engagement, helping your organisation understand the effectiveness of its customer service strategy from multiple touchpoints and identify areas for improvement.
Undergoing ServiceMark accreditation is an opportunity for organisations – of all sizes and sectors – to demonstrate the high quality of their customer service both internally and externally.
Our customer services team are part of the Landmark Customer Experience Team and were winners of the Best B2B Customer Experience at UKCXA24.
https://www.ochresoft.com/news/ochresoft-gains-iso-accreditations/
Integrations
- HMLR
- HMRC
- SearchFlow
- OneSearch Direct
- Quill
- Lawyer Checker
- GB Group
Testimonials
https://www.ochresoft.com/casestudies/
Links
Podcast
Key Contact
Shirlyn Wong
Marketing
E:shirlyn.wong@landmark.co.uk
T: 0330 036 6281
Ochresoft
T: 0330 336 700
E: enquiries@ochresoft.com
Full Profile
Company Details
Name of Company: Post Complete
Parent Company: SCA Tax (Swimby Carroll Anderson Ltd)
Incorporated: 2026
Turnover: £0 – £500k
Timeline stages: Pre contract, title Investigation & enquiries, Post-contract/Exchange, Completion/Post Completion
Key Summary
Post Complete is a specialist SDLT review and submission service for conveyancing law firms. We contact your client, gather the transaction details, review every calculation with HMRC-experienced specialists, and submit the return – all backed by PI insurance through Allianz. Your SDLT workload and liability, handled properly.
Expert human review of every SDLT transaction – no algorithms, no automation guesswork
PI-insured through Allianz – full professional indemnity on every calculation
Fully managed client liaison – we contact your client directly, you just submit the instruction
HMRC submission handled on your behalf – reducing your compliance burden ahead of the May 2026 registration deadline
Simple per-transaction pricing with no subscription, no lock-in, and no minimum volume
Transparent audit trail for every transaction
Key Services
- SDLT Review and Calculation
- HMRC Return Submission
- Client Liaison and Data Gathering
- PI-backed SDLT Certificate Delivery
Integrations
We are currently working on integration with LEAP and CLIO case management systems.
Links
Key Contact
Post Complete Support
info@postcomplete.co.uk
0161 565 4144
Full Profile
Company Details
Name of Company: SearchFlow
Parent Company: Landmark Information Group
Incorporated: 2000
Timeline stages: Searches; Pre Contract, Title Investigation & Enquiries; Completion/Post Completion
Key Summary
As one of the UK’s largest providers of legal due diligence data for residential and commercial property transactions, SearchFlow has supported over 5,000,000 instructions with more than 26,000,000 searches to date.
SearchFlow brings confidence and certainty to law firms by delivering concrete due diligence, advanced technology, intelligent data, unparalleled market experience, serious financial investment, and access to exceptional people.
Key Services
Commercial real estate: https://www.searchflow.co.uk/what-we-do/commercial-real-estate/
Residential property: https://www.searchflow.co.uk/what-we-do/residential-property/
Housing Association partner: https://www.searchflow.co.uk/what-we-do/housing-associations/
Concierge Portfolio Service: https://www.searchflow.co.uk/concierge-managed-portfolio-services/
Accreditations/Awards
- Best Customer Service (Bronze) – UK Customer Experience Awards 2024
- Search Provider of the Year – 2019 – 2023
Integrations
- Partner with Armalytix to offer source of funds technology for our clients
- Partner with Dual Asset to deliver bespoke legal indemnity insurances in both residential and commercial markets
User Testimonials
https://www.searchflow.co.uk/news-and-events/customer-story-freeths/
Links
Podcast
Key Contact
Sammi King
Marketing
E: sammi-joe.king@searchflow.co.uk
Rob Steadman
Sales
E:robert.steadman@searchflow.co.uk
T: 0800 977 8818
Full Profile
Company Details
Name of Company: tmGroup
Incorporated: 1999
Turnover: £50m+
Timeline stages: Onboarding & Client Comms; Searches; Pre Contract, title investigation & enquiries; Completion/Post Completion
Key Summary
tmGroup is the UK’s largest provider of property searches, pioneering digital transformation in conveyancing with award-winning technology solutions. With over 20 years of industry expertise, tmGroup makes property transactions smoother, smarter, and more secure by combining rich data, cutting-edge technology, and best-in-class service. Their comprehensive platform streamlines everything from client onboarding to post-completion, enabling law firms to focus on delivering exceptional service while improving efficiency, compliance, and client experience. Having acquired Lawtech in 2024, tmGroup now counts the Verify365 onboarding software amongst its suite of conveyancing solutions.
Key Services
- Client Onboarding & AML: tmQuote (instant branded quotes), tmVerify365 (biometric ID verification), and comprehensive AML/KYC compliance solutions meeting SRA framework and HM Land Registry Digital ID Standard for ‘Safe Harbour Status.’ (https://www.tmgroup.co.uk/residential/onboarding/)
- Searches & Property Data: tmGroup is the UK’s largest search provider, offering the widest range of residential and commercial property searches with advanced mapping, automatic property outlining, and integrated data layers for enhanced accuracy and efficiency. (https://www.tmgroup.co.uk/residential/searches-property-data/)
- Land Registry Services: Instant, accurate Land Registry data retrieval with automated extract reports, interactive Map Search functions, and comprehensive access to title information. (https://www.tmgroup.co.uk/residential/land-registry/)
- Digital Post-Completion: Fast, accurate SDLT and AP1 submissions with automated validation, pre-populated case details, real-time error checks, and seamless Land Registry/HMRC integration. (https://www.tmgroup.co.uk/residential/digital-post-completion/)
- Additional Services: Extensive services for commercial property transactions including Portfolio Management, Advanced commercial searches, mapping and data layers, (expert-led transaction management).
Accreditations/Awards
- Modern Law Conveyancing Awards 2024 – Search Provider of the Year
- British Legal Technology Awards 2024 – Supplier of the Year (Lawtech Software Group)
- British Conveyancing Awards 2024 – Winner – Supporting the Industry
- UK Top Employer 2021 Accreditations • CoPSO, PCCB, ISO 27001
Integrations
Integration capabilities with major case management systems and legal technology platforms, Land Registry APIs, HMRC.
User Testimonials
“Easy to use and the customer service is very good, always very helpful.” – Joanne Green, Cooper Sons Hartley and Williams LLP
“Thanks to their time-saving technology, we’ve significantly reduced the admin time per transaction, and this has helped our team work far more efficiently. Not only that, but the service has been fantastic.” – Arash Dinari, Head of Commercial Property, Wolferstans Solicitors
“Our team have been using tmGroup’s managed service for over 2 years now. It is a great service, quick and efficient, and the team are unfailingly helpful. Our thanks to Nigel Bishop who has always been on hand to resolve any particular issues. Overall a really good customer experience.” – Marina Wickens, Legal Director, Foot Anstey LLP
“We receive incredible support from our client relationship manager Alex. We often have transactions with large complex plans which go way beyond the norm and nothing is too much trouble. We have always found Alex to be very responsive, helpful and knowledgeable with any request for help or guidance. A great team to work with.” – Holly Addison, Business Development Manager, Nowell Meller Solicitors
“I like tmGroup’s swift response to queries… I have never had cause to be concerned about what they do for us.” – Heather Rowley, Practice Manager, Temple Bright LLP
Links
Key Contact
Chris Lund
Head of Marketing
Chris.lund@tmgroup.co.uk
T: 0800 840 5571
Full Profile
Company Details
Name of Company: VSiD
Parent Company: VSiD RegTech Group Ltd
Incorporated: 2020
Turnover: £500k-£2m
Timeline stages: Onboarding & Client Comms; Pre contract, title investigation and enquires; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
VSiD is the award-winning Digital Verification Service (DVS) listed on Gov.UK that hels legal firms remain compliant and reduce risk with its wide range of eSignature, KYC, KYB and AML solutions, all available from a single platform. With increasing pressure on regulated business to comply with AML legislation and improve their due diligence, VSiD can offer digital solutions that automate processes, saving time and resources. Our platform features have been tailor made for the Legal sector, particularly in the areas of claims and conveyancing and include eWitnessing and a re-verifiable eSignature and ID verification certificate for any relying party asking to see evidence that appropriate due diligence has been undertaken.
Key Services
eSignatures & eWitnessing https://vsid.com/esignatures-ewitnessing/
Remote ID Verification https://vsid.com/remote-id-verification/
Dynamic Smart Forms https://vsid.com/dynamic-smartforms/
KYC, KYB & AML Screening https://vsid.com/kyc-kyb-aml-screening/
Fraud, PEPs & Sanctions Monitoring https://vsid.com/fraud-peps-sanctions-monitoring/
Bank Verification & Source of Funds https://vsid.com/bank-verification-source-of-funds/
Key Features
- Conveyancers Certificates
- Reverificable eSignature and ID verification certificates for relying parties
- Third party link and share – enabling collaboration on cases with other firms/parties
- Configuration of signer/authoriser sequencing and completion date controls
- Large file processing (up to 200mb) including architectural drawings
- Customised SmartForms for automated, dynamic & fillable company forms
- Qualified eSignatures that meet HMLR Safe Harbour requirements
- Firm own branding
- Single sign on
- Seamless integration into conveyancer’s client web journey
Accreditations/Awards
ISO27001: 2022,
Certified to the UK Government’s Digital Identity and Attributes Trust Framework as a Digital Verification Service (DVS).
2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service)
Integrations
MS Word, MS Dynamics, Advanced P4W, Cloudify, Intapp, Zylpha, iManage, Techedia, Xperate, Visualfiles, Proclaim, Actionstep, Futurbyte
User Testimonials
“Working in IT there is so much choice and you do get bombarded with sale enquiries and constantly chased as to when will you be ready to proceed but David and Tim did not pressure me or constantly chase me for follow up conversations, they let me take my time and go back to them when I was ready as I said I would.”
Trudy Hooper – IT & Business Operations Manager , Kerseys Solicitors LLP
“Not only were we impressed by the product itself, with the nuances developed specifically for law firms, we also found the team at VSiD to be supportive during the trial set-up and management process.”
Susan Glenholme – Managing Partner
Debenhams Ottaway
Links
Key Contact
Andrew Tuff
at@vsid.com
020 7965 7579
Full Profile
Partner Page – VSID
Post-Contract/
Exchange
Company Details
Name of Company: e4 Strategic UK
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Searches, Pre contract, title investigation & enquiries, Post contract/Exchange, Completion/Post Completion, Case/Matter Management
Key Summary
e4 offers VERSA, a unified PropTech platform that streamlines the entire mortgage and conveyancing lifecycle connecting lenders, conveyancers, and stakeholders. With over 25 years’ digital innovation, it automates processes, delivers transparency, and reduces friction from offer to completion.
Key Services
- Modern panel management (VERSA Assure) — streamlines onboarding & governance of conveyancer panels.
E4 Strategic - Digital workflow management — automates conveyancing and mortgage workflows to improve speed / reduce manual effort.
E4 Strategic - Analytics & Intelligence (Smart Insights) — Power BI dashboards & reports giving visibility to lenders and conveyancers.
E4 Strategic
+1 - VERSA Connect — real-time messaging tool to resolve Post-Offer Queries (PVQs) more efficiently.
E4 Strategic - Building insurance validation (VERSA Building Insurance) — ensures suitable insurance policy is in place before exchange.
E4 Strategic - New build document sharing & validation — secure management of warranty, incentive, indemnity docs etc.
E4 Strategic - eCOT (electronic Certificate of Title) & eCOT addendum — dynamic checklists aligning with offer conditions and lender requirements.
E4 Strategic - Secure document access & template control — centralised control of document templates; dynamic generation & eSigning.
E4 Strategic - Independent verification of bank accounts (seller solicitor’s account) to reduce interception fraud.
E4 Strategic - Solutions for unregistered charges and remediation problems with HMLR registration delays.
E4 Strategic - VERSA Training Academy — training, guides, and learning support for lenders and conveyancers using the platform.
E4 Strategic
Key Features
- End-to-end mortgage and conveyancing workflow automation
- Real-time lender–conveyancer connectivity
- Centralised panel management and governance
- Smart data insights via Power BI dashboards
- Secure eCOT and document validation
- Automated PVQ query resolution
- Built-in fraud prevention and bank verification
- VERSA Training Academy for continuous learning
Accreditations/Awards
ECO Vadis – Bronze Status, Disability Confident Employer, Living Wage Employer
Integrations
https://www.e4strategic.co.uk/about.html
Links
Key Contact
Simon Slater
T: 07391 034344
E: simon.slater@e4strategic.co.uk
Brittney Myburgh
T: 07736 489956
E: brittney.myburgh@e4strategic.co.uk
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: InfoTrack
Incorporated: 2015
Timeline stages: Onboarding & Client Comms; Searches; Pre contract, title investigation & enquiries; Completion/Post Completion
Key Summary
InfoTrack is pioneering the digitalisation of legal processes with a platform that streamlines client onboarding, identity verification, e-signatures, and conveyancing tasks. Their award-winning solutions boost compliance, productivity, and client experience by handling labour-intensive admin tasks — enabling law firms to focus on delivering exceptional service with every transaction..
Key Services
Client onboarding: https://www.infotrack.co.uk/solutions/conveyancing/electronic-client-onboarding-solutions/
Searches: https://www.infotrack.co.uk/solutions/conveyancing/property-searches/
Digital Contract Packs: https://www.infotrack.co.uk/solutions/conveyancing/contract-of-sale/
Property Report: https://www.infotrack.co.uk/solutions/conveyancing/property-report/
Post Completion: https://www.infotrack.co.uk/solutions/conveyancing/post-completion/
Product Video
Accreditations/Awards
King’s Award for Innovation 2024, Legal Supplier of the Year 2024 (British Conveyancing Awards), AI Use Case in Legal Services 2024 (British Legal Technology Awards), Service Provider of the Year 2024 (Modern Law Conveyancing Awards)
Integrations
All CMS integrations: https://www.infotrack.co.uk/integration/
also, iManage, LMS, Confirmly, Perfect Portal
User Testimonials
“eCOS™ has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side.” – Adam Fletcher, Ridley & Hall
“A client can instruct at nine o’clock on a Monday morning and by lunchtime they’re fully signed up – ID verified, source of funds sorted, and we’re well underway. That used to take a couple of weeks!” – Richard Wollacott, Knights
“InfoTrack gave us the most flexibility and connectivity with our existing systems. They were able to offer integration with our case management system and, as we were already using InfoTrack for our searches, it was a logical progression to use the post completion services too. InfoTrack is one of the few, if not only, providers that offer that level of integration with our existing software suite and planned upgrade path.” – Marcos Toffanello, Birketts
“InfoTrack is so quick and accessible from beginning to end, there is everything you need all in one place. It supports our risk management and compliance, especially with the onboarding and the post completion, because things don’t get missed. I’ve been using InfoTrack in various law firms since 2019, and I love it!” – Charlotte Madden, Aquabridge Law
“InfoTrack helps us stay better organised. You need to be on top of things when you’re working in this industry, and it’s another tool to help you keep everything all in one area.” – Jonathan Eid, YVA Solicitors
Links
Key Contact
Taylor Dunn
Head of Marketing
Taylor.Dunn@InfoTrack.co.uk
0207 186 8090
Full Profile
Company Details
Name of Company: Ochresoft
Parent Company: Landmark Information Group Ltd
Incorporated: 2022
Timeline stages: Searches; Pre contract; Title Investigation & Enquiries; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
Intelliworks is a case management software, designed by industry experts with practical experience, covering all aspects of compliance and risk management. We are the leading legal software provider with the knowledge and regulatory expertise to ensure that our content-rich workflows are always current and incorporate the latest legal content and best practice standards. Intelliworks workflows are updated seamlessly whenever there is a change in law or regulation.
Key Services
Upfront Information Property Process: https://www.ochresoft.com/conveyancing-workflows/upfront-information-property-process/
Equity Release Workflow: https://www.ochresoft.com/conveyancing-workflows/equity-release-workflow/
Electronic Document Registration (eDRS): https://www.ochresoft.com/conveyancing-workflows/electronic-document-registration-system-edrs/
Sale Workflow: https://www.ochresoft.com/conveyancing-workflows/sale-workflow/
General Property Workflow: https://www.ochresoft.com/conveyancing-workflows/general-property-workflow/
Remortgage Workflow: https://www.ochresoft.com/conveyancing-workflows/remortgage-workflow/
Transfer of Equity: https://www.ochresoft.com/conveyancing-workflows/transfer-of-equity/
Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/purchase-workflow/
New Build Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/new-build-purchase-workflow/
Intelliworks Quotes: https://www.ochresoft.com/conveyancing-workflows/intelliworks-quotes
Key Features
Our Conveyancing workflows include the following:
- Expert legal content maintained and continually updated to incorporate changes in legislation, regulation and best practice standards.
- Fully managed document and forms library delivering high quality, accurate content and advice.
- Full end to end risk management, including electronic ID checks, comprehensive AML and fraud risk assessments and a complete audit trail of every task.
- Dynamic tasks and content to ensure compliance with CQS and Lexcel standards.
- Seamless conveyancing search orders using data from the Landmark Information Group.
- Integration with HMRC for submission of SDLT returns and HM Land Registry for post-completion registration applications.
- 70-plus customisable reports to reduce human error and manage team workloads.
Accreditations/Awards
We are accredited with ServiceMark from the Institute of Customer Service.
ServiceMark is a national standard, independently recognising an organisation’s commitment to customer service and to upholding high standards as part of a long-term embedded strategy.
The ServiceMark accreditation is awarded based on both customer satisfaction and employee engagement, helping your organisation understand the effectiveness of its customer service strategy from multiple touchpoints and identify areas for improvement.
Undergoing ServiceMark accreditation is an opportunity for organisations – of all sizes and sectors – to demonstrate the high quality of their customer service both internally and externally.
Our customer services team are part of the Landmark Customer Experience Team and were winners of the Best B2B Customer Experience at UKCXA24.
https://www.ochresoft.com/news/ochresoft-gains-iso-accreditations/
Integrations
- HMLR
- HMRC
- SearchFlow
- OneSearch Direct
- Quill
- Lawyer Checker
- GB Group
Testimonials
https://www.ochresoft.com/casestudies/
Links
Podcast
Key Contact
Shirlyn Wong
Marketing
E:shirlyn.wong@landmark.co.uk
T: 0330 036 6281
Ochresoft
T: 0330 336 700
E: enquiries@ochresoft.com
Full Profile
Company Details
Name of Company: PEXA
Parent Company: Property Exchange Australia (PEXA)
Incorporated: 2020
Timeline stages: Pre contract, title investigation & enquiries; Post-contract/Exchange; Completion/Post Completion; Finance
Key Summary
PEXA sits at the centre of the property transaction; seamlessly handling financial settlement and document lodgement, delivering that moment with certainty, security and confidence. A secure digital platform, integrated with the Bank of England and HM Land Registry, our platform is designed for the nuances of the UK property market, reducing time and risks involved.
Key Services
Digital Property Settlement Platform: Provides secure, real-time digital infrastructure for property transactions, connecting lenders and conveyancers whilst validating title to ensure successful lodgement with land registry.
Fund Handling: Manages secure transfer of funds with precise tracking and verification, ensuring secure financial transactions. – https://www.pexa.co.uk/solutions/pexa-pay/
HM Land Registry Submissions: Automates title lodgment with HM Land Registry, reducing errors and ommissions.
Customer Support and Training: Dedicated help centre and training resources to support users through digital adoption and transaction management.
Collaborative workspace: Advanced platform that connects with PEXA’s digital infrastructure to allow direct collaboration between lenders and conveyancers. – https://pexa.my.site.com/PEXAHelpCentre/s/
Key Features
- Real-Time Digital Workspace: A secure, shared workspace where lenders and conveyancers collaborate on property transactions.
- Automated Fund Transfers: Facilitates secure, real-time movement of funds through integration to the Bank of England, reducing risk.
- Integrated Title Validation: Streamlines title search and validation within the workspace to ensure successful lodgement with land registry minimising errors and delays.
- Direct HM Land Registry Integration: Enables automated lodgment of title with HM Land Registry, reducing requisitions and administrative workload.
- Full Transparency: Provides visibility into transaction status enhancing accountability and trust.
- Access to PEXA’s Help Centre to assist users throughout the transaction process.
Product Video
Accreditations/Awards
- OPDA Accreditation in place
- Only Bank of England payment scheme dedicated to an asset class – Property
- Seventh net settlement scheme within the Bank of England
- FCA approved Authorised Payment Institution (API)
Integrations
- Bank of England
- HM Land Registry
- Optima Legal
- Clearbank API integration for payment execution.
- FNA (liquidity optimisation) (in process to be integrated)
- Open API Hub for industry
User Testimonials
First Fully Digital Transaction
Links
Podcasts:
- What is meant by ‘modernising’ the home move?
- PEXA Joins Legal News Wales as Community Partner to Drive Digital Transformation in Conveyancing
Key Contact
Angela Hesketh
T: 07976291178
E: angela.hesketh@pexa.com.au
Full Profile
Company Details
Name of Company: Post Complete
Parent Company: SCA Tax (Swimby Carroll Anderson Ltd)
Incorporated: 2026
Turnover: £0 – £500k
Timeline stages: Pre contract, title Investigation & enquiries, Post-contract/Exchange, Completion/Post Completion
Key Summary
Post Complete is a specialist SDLT review and submission service for conveyancing law firms. We contact your client, gather the transaction details, review every calculation with HMRC-experienced specialists, and submit the return – all backed by PI insurance through Allianz. Your SDLT workload and liability, handled properly.
Expert human review of every SDLT transaction – no algorithms, no automation guesswork
PI-insured through Allianz – full professional indemnity on every calculation
Fully managed client liaison – we contact your client directly, you just submit the instruction
HMRC submission handled on your behalf – reducing your compliance burden ahead of the May 2026 registration deadline
Simple per-transaction pricing with no subscription, no lock-in, and no minimum volume
Transparent audit trail for every transaction
Key Services
- SDLT Review and Calculation
- HMRC Return Submission
- Client Liaison and Data Gathering
- PI-backed SDLT Certificate Delivery
Integrations
We are currently working on integration with LEAP and CLIO case management systems.
Links
Key Contact
Post Complete Support
info@postcomplete.co.uk
0161 565 4144
Full Profile
Company Details
Name of Company: Redbrick Solutions
Incorporated: 2001
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms; Post-contract/Exchange; Completion/Post Completion; Case/Matter Management; Finance;
Key Summary
Redbrick Solutions provides a user-friendly legal case management system to progressive law firms. The software’s intuitive interface enhances efficiency with its logical process and rich functionality. Additionally, as a proud partner and investor of Klyant Legal Accounting Software, we offer seamless integration for managing all your accounting needs within a single, integrated system.
Key Services
Established in 2001, Redbrick Solutions is widely recognised as one of the leading legal case management software systems available on the market. With over 3000 conveyancers relying on our software daily, we stand as a trusted industry leader.
What we do:
Legal case management software: We have all of the functionality and integrations you would expect from a first-rate legal case management supplier, including Klyant Legal Accounting software, Client Portal, Onboarding, Digital Signatures, Real Time Case Updates, HM Land Registry e-DRS with digital AP1s, SDLT, First Title, Searches, Biometric AML, Source of Funds, and much more.
https://redbricksolutions.co.uk/what-we-do/
Redbrick’s software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Bespoke legal case management software: Our legal case management software contains a variety of features that can be completely customised to suit your requirements. From intelligent to-do lists to automatic email updates, online case tracking, and a safe and secure online document portal, we have everything you need so that your firm can stay ahead of the competition.
https://redbricksolutions.co.uk/products/bespoke-legal-case-management-systems/
Key Features
Fully customisable legal case management solution: From the outset we will work with you to design custom workflows, specific to your requirements (or you can choose to take our standard ones). Our 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.
Simple implementation process: Making the switch to a new legal case management system or implementing legal software for the first time can seem daunting, but with Redbrick it’s as easy as one, two, case management. Our seamless transition process ensures you can be fully operational in just a few weeks, allowing you to focus on delivering quality legal services.
Unique transactional business model, with additional flexible payment options available: We charge on a transactional basis for each active matter, a fee our clients typically pass on as a disbursement. Quotes are provided at no cost, enabling quick client documentation and follow-up without financial risk if the client doesn’t proceed. We also offer a fixed per-user, per-month fee, and other flexible payment options for those unable to pass on transactional fees.
Free support and maintenance: We do not charge any additional fees for support or maintenance, our one low transaction fee covers everything you will ever need. Our business model ensures that it is in our best interests to make sure the system works perfectly for you, from day one onwards, which is why clients have voted our customer support ‘Excellent’.
Klyant Legal Accounting software: Our partnership with Klyant provides our clients with a streamlined solution for managing all their accounting needs within a single, integrated legal case management system.
https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
HM Land Registry e-DRS with digital AP1s: Redbrick integrates with the Land Registry’s electronic Document Registration service (e-DRS), enabling clients to save time on registrations, minimise errors and reduce risk through electronic audit trails.
SDLT e-submission: Our SDLT integration saves 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.
Secure online document portal: Our secure document sharing portal enables your client to view and electronically sign confidential documents. You can seamlessly share documents and instantly email them to the relevant parties to reduce unnecessary delays and costs. Clients can also track the progress of their case here too.
24/7 online case tracking and agent tracking: With Redbrick, you can 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.
Two-way Outlook integration: Keep track of email correspondence effortlessly with our two-way Outlook integration, saving time and printing costs compared to manual filing.
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.
Product Video
Redbrick Solutions software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Integrations
Klyant Legal Accounting Software: https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
Armalytix: https://redbricksolutions.co.uk/partners/armalytix/
Credas: https://redbricksolutions.co.uk/partners/credas-biometric-id-checks/
Conveyancing Data Services: https://redbricksolutions.co.uk/partners/conveyancing-data-services/
CLS Property Insight: https://redbricksolutions.co.uk/partners/cls-property-insight/
Thirdfort: https://redbricksolutions.co.uk/partners/thirdfort/
Stamp: https://redbricksolutions.co.uk/partners/stamp/
The Search Bureau: https://redbricksolutions.co.uk/partners/the-search-bureau/
TPS Group: https://redbricksolutions.co.uk/partners/tps-group/
Confirmly: https://redbricksolutions.co.uk/partners/confirmly/
Yourkeys: https://redbricksolutions.co.uk/partners/yourkeys/
Links
Website: https://redbricksolutions.co.uk/
linkedin.com/company/redbrick-solutions
facebook.com/RedbrickSolutionsUK
Google reviews: https://bit.ly/3BNOZxt
Key Contact
Jo Hodges
Sales & Marketing Director
sales@redbricksolutions.co.uk
01572 770088
Full Profile
Company Details
Name of Company: VSiD
Parent Company: VSiD RegTech Group Ltd
Incorporated: 2020
Turnover: £500k-£2m
Timeline stages: Onboarding & Client Comms; Pre contract, title investigation and enquires; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
VSiD is the award-winning Digital Verification Service (DVS) listed on Gov.UK that hels legal firms remain compliant and reduce risk with its wide range of eSignature, KYC, KYB and AML solutions, all available from a single platform. With increasing pressure on regulated business to comply with AML legislation and improve their due diligence, VSiD can offer digital solutions that automate processes, saving time and resources. Our platform features have been tailor made for the Legal sector, particularly in the areas of claims and conveyancing and include eWitnessing and a re-verifiable eSignature and ID verification certificate for any relying party asking to see evidence that appropriate due diligence has been undertaken.
Key Services
eSignatures & eWitnessing https://vsid.com/esignatures-ewitnessing/
Remote ID Verification https://vsid.com/remote-id-verification/
Dynamic Smart Forms https://vsid.com/dynamic-smartforms/
KYC, KYB & AML Screening https://vsid.com/kyc-kyb-aml-screening/
Fraud, PEPs & Sanctions Monitoring https://vsid.com/fraud-peps-sanctions-monitoring/
Bank Verification & Source of Funds https://vsid.com/bank-verification-source-of-funds/
Key Features
- Conveyancers Certificates
- Reverificable eSignature and ID verification certificates for relying parties
- Third party link and share – enabling collaboration on cases with other firms/parties
- Configuration of signer/authoriser sequencing and completion date controls
- Large file processing (up to 200mb) including architectural drawings
- Customised SmartForms for automated, dynamic & fillable company forms
- Qualified eSignatures that meet HMLR Safe Harbour requirements
- Firm own branding
- Single sign on
- Seamless integration into conveyancer’s client web journey
Accreditations/Awards
ISO27001: 2022,
Certified to the UK Government’s Digital Identity and Attributes Trust Framework as a Digital Verification Service (DVS).
2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service)
Integrations
MS Word, MS Dynamics, Advanced P4W, Cloudify, Intapp, Zylpha, iManage, Techedia, Xperate, Visualfiles, Proclaim, Actionstep, Futurbyte
User Testimonials
“Working in IT there is so much choice and you do get bombarded with sale enquiries and constantly chased as to when will you be ready to proceed but David and Tim did not pressure me or constantly chase me for follow up conversations, they let me take my time and go back to them when I was ready as I said I would.”
Trudy Hooper – IT & Business Operations Manager , Kerseys Solicitors LLP
“Not only were we impressed by the product itself, with the nuances developed specifically for law firms, we also found the team at VSiD to be supportive during the trial set-up and management process.”
Susan Glenholme – Managing Partner
Debenhams Ottaway
Links
Key Contact
Andrew Tuff
at@vsid.com
020 7965 7579
Full Profile
Partner Page – VSID
Completion/ Post-Completion
Company Details
Name of Company: SDLT Compass
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Completion/Post Completion
Key Summary
Compass provides a fully outsourced Stamp Duty Land Tax service for law firms. Acting as an external SDLT department, Compass manages calculations, client liaison, HMRC submission and post completion support. Firms remove SDLT risk, avoid tax adviser registration, and free fee earners to focus on conveyancing while delivering compliant, indemnified SDLT handling.
Key Services
Concierge
Fully managed outsourced SDLT department handling client liaison calculations HMRC submission and post completion support
SoftCheck
SDLT risk assessment tool that flags complexity early and identifies when specialist input is required
Gateway
Outsourced indemnified SDLT calculation service with expert review and certification for your file
Key Features
- Fully outsourced SDLT department for law firms
- Indemnified SDLT calculations
- No requirement for firms to register as tax advisers
- End to end SDLT handling from calculation to HMRC submission
- Direct client liaison managed on your behalf
- Reduced professional indemnity risk
- Expert oversight for complex or non standard cases
- Technology led consistency across all transactions
Testimonials/Reviews
“My solicitor advised I contact Compass to get some advice for a staircasing transaction involving a housing associating. Less than 24 hours from making my initial enquiry via the website to completing the relevant forms Fabian was helpful, efficient and made me feel at ease & what I thought would be a daunting task.”
“An extremely professional service – fast independent assessment of SDLT on a property when my solicitor had declined to opine on the issue! Very grateful to James, Fabian and the team for getting this done so quickly.”
“I found this company to be extremely pleasant and personable. The staff are knowledgeable, efficient, and carry out their work with professionalism and care. I have complete confidence in their services and would have no hesitation in recommending this 5-star company to family and friends.”
Links
Key Contact
Lidia Quinlan
07824 507873
lquinlan@compass.tech
Full Profile
Company Details
Name of Company: e4 Strategic UK
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Searches, Pre contract, title investigation & enquiries, Post contract/Exchange, Completion/Post Completion, Case/Matter Management
Key Summary
e4 offers VERSA, a unified PropTech platform that streamlines the entire mortgage and conveyancing lifecycle connecting lenders, conveyancers, and stakeholders. With over 25 years’ digital innovation, it automates processes, delivers transparency, and reduces friction from offer to completion.
Key Services
- Modern panel management (VERSA Assure) — streamlines onboarding & governance of conveyancer panels.
E4 Strategic - Digital workflow management — automates conveyancing and mortgage workflows to improve speed / reduce manual effort.
E4 Strategic - Analytics & Intelligence (Smart Insights) — Power BI dashboards & reports giving visibility to lenders and conveyancers.
E4 Strategic
+1 - VERSA Connect — real-time messaging tool to resolve Post-Offer Queries (PVQs) more efficiently.
E4 Strategic - Building insurance validation (VERSA Building Insurance) — ensures suitable insurance policy is in place before exchange.
E4 Strategic - New build document sharing & validation — secure management of warranty, incentive, indemnity docs etc.
E4 Strategic - eCOT (electronic Certificate of Title) & eCOT addendum — dynamic checklists aligning with offer conditions and lender requirements.
E4 Strategic - Secure document access & template control — centralised control of document templates; dynamic generation & eSigning.
E4 Strategic - Independent verification of bank accounts (seller solicitor’s account) to reduce interception fraud.
E4 Strategic - Solutions for unregistered charges and remediation problems with HMLR registration delays.
E4 Strategic - VERSA Training Academy — training, guides, and learning support for lenders and conveyancers using the platform.
E4 Strategic
Key Features
- End-to-end mortgage and conveyancing workflow automation
- Real-time lender–conveyancer connectivity
- Centralised panel management and governance
- Smart data insights via Power BI dashboards
- Secure eCOT and document validation
- Automated PVQ query resolution
- Built-in fraud prevention and bank verification
- VERSA Training Academy for continuous learning
Accreditations/Awards
ECO Vadis – Bronze Status, Disability Confident Employer, Living Wage Employer
Integrations
https://www.e4strategic.co.uk/about.html
Links
Key Contact
Simon Slater
T: 07391 034344
E: simon.slater@e4strategic.co.uk
Brittney Myburgh
T: 07736 489956
E: brittney.myburgh@e4strategic.co.uk
Full Profile
Company Details
Name of Company: Geodesys
Incorporated: 1997
Timeline stages: Searches & Completion/Post Completion
Key Summary
Geodesys is a leading provider of residential and commercial conveyancing searches, including the Law Society-approved CON29DW. Having spent over 25 years perfecting a comprehensive suite of search solutions, Geodesys is the perfect partner. Providing a personal service through dedicated account management and customer support, clients can also take advantage of the Conveyancing Concierge service to help navigation complex transactions and save time.
Key Services
CON29DW: https://www.geodesys.com/drainage-and-water-searches
Conveyancing Concierge: https://www.geodesys.com/conveyancing-concierge
Searches: https://www.geodesys.com/searches
Free Events and Training: https://www.geodesys.com/events
Key Features
- Home of the Anglian Water CON29DW and the ordering and delivery partner for the Southern Water CON29DW.
- Transparent pricing – clear, competitive pricing means no surprises and no admin fees.
- Conveyancing Concierge – allow Geodesys to take care of the whole search ordering process, including mapping. Perfect for complex plots and portfolios.
- Fast, free, accurate mapping – the advanced mapping technology delivers precise boundary and property details, making it especially suited to large sites and a must for commercial transactions.
- Post-completion – stress free referencing and CQS auditing with a simple post-completion solution.
Product Video
CON29DW Mastermind: https://www.youtube.com/watch?v=wn79OeGj-NM
Integrations
sdlt.co.uk
E-IDV
User Testimonials
“The staff are amazing and so is the service and the ease of ordering – especially since the revamp of the online ordering service!”
“Very easy process to order searches and they come back promptly. If you have any problems and need to contact customer services, they respond quickly. The webinars are also very useful and I appreciate that they are free.”
“Great products, competitively priced, amazing service, fantastic online platform and I love the online mapping tool.”
“Having met your account management team, we have found them helpful, responsive and a helpful addition to a well-oiled automated process, adding the human touch and contact when occasionally we have needed it.”
Links
Podcast:
- Case Chasers with Ian Quayle: https://creators.spotify.com/pod/show/casechasers/episodes/Case-Chasers-Episode-5—With-Guests-Geodesys-e310o5t/a-abs72rs
Key Contact
Kay Toon
Key Account Manager
E: sales.team@geodesys.com
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: InfoTrack
Incorporated: 2015
Timeline stages: Onboarding & Client Comms; Searches; Pre contract, title investigation & enquiries; Completion/Post Completion
Key Summary
InfoTrack is pioneering the digitalisation of legal processes with a platform that streamlines client onboarding, identity verification, e-signatures, and conveyancing tasks. Their award-winning solutions boost compliance, productivity, and client experience by handling labour-intensive admin tasks — enabling law firms to focus on delivering exceptional service with every transaction..
Key Services
Client onboarding: https://www.infotrack.co.uk/solutions/conveyancing/electronic-client-onboarding-solutions/
Searches: https://www.infotrack.co.uk/solutions/conveyancing/property-searches/
Digital Contract Packs: https://www.infotrack.co.uk/solutions/conveyancing/contract-of-sale/
Property Report: https://www.infotrack.co.uk/solutions/conveyancing/property-report/
Post Completion: https://www.infotrack.co.uk/solutions/conveyancing/post-completion/
Product Video
Accreditations/Awards
King’s Award for Innovation 2024, Legal Supplier of the Year 2024 (British Conveyancing Awards), AI Use Case in Legal Services 2024 (British Legal Technology Awards), Service Provider of the Year 2024 (Modern Law Conveyancing Awards)
Integrations
All CMS integrations: https://www.infotrack.co.uk/integration/
also, iManage, LMS, Confirmly, Perfect Portal
User Testimonials
“eCOS™ has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side.” – Adam Fletcher, Ridley & Hall
“A client can instruct at nine o’clock on a Monday morning and by lunchtime they’re fully signed up – ID verified, source of funds sorted, and we’re well underway. That used to take a couple of weeks!” – Richard Wollacott, Knights
“InfoTrack gave us the most flexibility and connectivity with our existing systems. They were able to offer integration with our case management system and, as we were already using InfoTrack for our searches, it was a logical progression to use the post completion services too. InfoTrack is one of the few, if not only, providers that offer that level of integration with our existing software suite and planned upgrade path.” – Marcos Toffanello, Birketts
“InfoTrack is so quick and accessible from beginning to end, there is everything you need all in one place. It supports our risk management and compliance, especially with the onboarding and the post completion, because things don’t get missed. I’ve been using InfoTrack in various law firms since 2019, and I love it!” – Charlotte Madden, Aquabridge Law
“InfoTrack helps us stay better organised. You need to be on top of things when you’re working in this industry, and it’s another tool to help you keep everything all in one area.” – Jonathan Eid, YVA Solicitors
Links
Key Contact
Taylor Dunn
Head of Marketing
Taylor.Dunn@InfoTrack.co.uk
0207 186 8090
Full Profile
Company Details
Name of Company: LEAP Legal Software
Incorporated: 1992
Turnover: £20m-£50m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management;
Key Summary
LEAP’s powerful features expand beyond traditional practice management software and leverages the power of AI – enhancing efficiency, productivity, and modernisation within law firms. Built with clients in mind, LEAP is suited for conveyancers and includes powerful tools to help future-proof law firms.
Key Services
Ongoing support and training
Firms are assigned a dedicated Customer Success Manager who ensures your support and training are tailored to your needs.
www.leap.co.uk/support/
LEAP HelpDesk – AskLEAP is your trusted 24/7 helpdesk assistant to answer any questions you have, with additional support provided by our friendly UK-based technicians.
Ask.leap.co.uk
LEAP HelpCentre – Browse articles, blogs, access support, and engage with other LEAP users via the LEAP community.
community.leap.co.uk/s/
LEAP University -Self-guided training courses available online at a time convenient to you.
university.leap.co.uk/
Webinars and events – Stay up-to-date and learn about LEAP’s newest features.
www.leap.co.uk/events/
Ideas Hub – Provide feedback, read discussions and vote on improved LEAP features.
community.leap.co.uk/s/ideas-user-guide
Key Features
Legal AI features and tools – LEAP’s suite of premium AI tools are designed to automate time-consuming tasks, simplify document drafting, and enhance decision-making processes. Helping to modernise law firms and increase productivity and profitability.
www.leap.co.uk/legal-ai
Client and matter management – Manage and collaborate on matters in one secure and searchable location.
www.leap.co.uk/features/matter-management/
Document automation and management – Utilise fully automated and integrated legal forms and precedents. www.leap.co.uk/features/document-automation/Time recording and billing
Legal accounting – Manage client accounting, billing and reporting processes with ease.
www.leap.co.uk/features/legal-accounting/
Client services – Connect, communicate and collaborate with clients online.
www.leap.co.uk/features/client-service/
Mobile working – Work on matters effectively away from the office, on any device.
www.leap.co.uk/features/mobile-working/
Accreditations/Awards
‘Best Use of A.I. in Legal Tech’ category at the 2024 A.I. Awards for its ground-breaking integration of A.I. into legal practice management software.
Integrations
LawY
By Lawyers
LEAP Online Payments powered by FeeWise
BundlePro
Perfect Portal
Microsoft 365
Xero
InfoTrack
LawConnect
Redview
Zylpha
WillSuite
Quickbooks
Fileman
Links
Key Contact
LEAP Legal Software
info@leap.co.uk
0845 683 2517
Full Profile
Company Details
Name of Company: Ochresoft
Parent Company: Landmark Information Group Ltd
Incorporated: 2022
Timeline stages: Searches; Pre contract; Title Investigation & Enquiries; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
Intelliworks is a case management software, designed by industry experts with practical experience, covering all aspects of compliance and risk management. We are the leading legal software provider with the knowledge and regulatory expertise to ensure that our content-rich workflows are always current and incorporate the latest legal content and best practice standards. Intelliworks workflows are updated seamlessly whenever there is a change in law or regulation.
Key Services
Upfront Information Property Process: https://www.ochresoft.com/conveyancing-workflows/upfront-information-property-process/
Equity Release Workflow: https://www.ochresoft.com/conveyancing-workflows/equity-release-workflow/
Electronic Document Registration (eDRS): https://www.ochresoft.com/conveyancing-workflows/electronic-document-registration-system-edrs/
Sale Workflow: https://www.ochresoft.com/conveyancing-workflows/sale-workflow/
General Property Workflow: https://www.ochresoft.com/conveyancing-workflows/general-property-workflow/
Remortgage Workflow: https://www.ochresoft.com/conveyancing-workflows/remortgage-workflow/
Transfer of Equity: https://www.ochresoft.com/conveyancing-workflows/transfer-of-equity/
Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/purchase-workflow/
New Build Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/new-build-purchase-workflow/
Intelliworks Quotes: https://www.ochresoft.com/conveyancing-workflows/intelliworks-quotes
Key Features
Our Conveyancing workflows include the following:
- Expert legal content maintained and continually updated to incorporate changes in legislation, regulation and best practice standards.
- Fully managed document and forms library delivering high quality, accurate content and advice.
- Full end to end risk management, including electronic ID checks, comprehensive AML and fraud risk assessments and a complete audit trail of every task.
- Dynamic tasks and content to ensure compliance with CQS and Lexcel standards.
- Seamless conveyancing search orders using data from the Landmark Information Group.
- Integration with HMRC for submission of SDLT returns and HM Land Registry for post-completion registration applications.
- 70-plus customisable reports to reduce human error and manage team workloads.
Accreditations/Awards
We are accredited with ServiceMark from the Institute of Customer Service.
ServiceMark is a national standard, independently recognising an organisation’s commitment to customer service and to upholding high standards as part of a long-term embedded strategy.
The ServiceMark accreditation is awarded based on both customer satisfaction and employee engagement, helping your organisation understand the effectiveness of its customer service strategy from multiple touchpoints and identify areas for improvement.
Undergoing ServiceMark accreditation is an opportunity for organisations – of all sizes and sectors – to demonstrate the high quality of their customer service both internally and externally.
Our customer services team are part of the Landmark Customer Experience Team and were winners of the Best B2B Customer Experience at UKCXA24.
https://www.ochresoft.com/news/ochresoft-gains-iso-accreditations/
Integrations
- HMLR
- HMRC
- SearchFlow
- OneSearch Direct
- Quill
- Lawyer Checker
- GB Group
Testimonials
https://www.ochresoft.com/casestudies/
Links
Podcast
Key Contact
Shirlyn Wong
Marketing
E:shirlyn.wong@landmark.co.uk
T: 0330 036 6281
Ochresoft
T: 0330 336 700
E: enquiries@ochresoft.com
Full Profile
Company Details
Name of Company: PEXA
Parent Company: Property Exchange Australia (PEXA)
Incorporated: 2020
Timeline stages: Pre contract, title investigation & enquiries; Post-contract/Exchange; Completion/Post Completion; Finance
Key Summary
PEXA sits at the centre of the property transaction; seamlessly handling financial settlement and document lodgement, delivering that moment with certainty, security and confidence. A secure digital platform, integrated with the Bank of England and HM Land Registry, our platform is designed for the nuances of the UK property market, reducing time and risks involved.
Key Services
Digital Property Settlement Platform: Provides secure, real-time digital infrastructure for property transactions, connecting lenders and conveyancers whilst validating title to ensure successful lodgement with land registry.
Fund Handling: Manages secure transfer of funds with precise tracking and verification, ensuring secure financial transactions. – https://www.pexa.co.uk/solutions/pexa-pay/
HM Land Registry Submissions: Automates title lodgment with HM Land Registry, reducing errors and ommissions.
Customer Support and Training: Dedicated help centre and training resources to support users through digital adoption and transaction management.
Collaborative workspace: Advanced platform that connects with PEXA’s digital infrastructure to allow direct collaboration between lenders and conveyancers. – https://pexa.my.site.com/PEXAHelpCentre/s/
Key Features
- Real-Time Digital Workspace: A secure, shared workspace where lenders and conveyancers collaborate on property transactions.
- Automated Fund Transfers: Facilitates secure, real-time movement of funds through integration to the Bank of England, reducing risk.
- Integrated Title Validation: Streamlines title search and validation within the workspace to ensure successful lodgement with land registry minimising errors and delays.
- Direct HM Land Registry Integration: Enables automated lodgment of title with HM Land Registry, reducing requisitions and administrative workload.
- Full Transparency: Provides visibility into transaction status enhancing accountability and trust.
- Access to PEXA’s Help Centre to assist users throughout the transaction process.
Product Video
Accreditations/Awards
- OPDA Accreditation in place
- Only Bank of England payment scheme dedicated to an asset class – Property
- Seventh net settlement scheme within the Bank of England
- FCA approved Authorised Payment Institution (API)
Integrations
- Bank of England
- HM Land Registry
- Optima Legal
- Clearbank API integration for payment execution.
- FNA (liquidity optimisation) (in process to be integrated)
- Open API Hub for industry
User Testimonials
First Fully Digital Transaction
Links
Podcasts:
- What is meant by ‘modernising’ the home move?
- PEXA Joins Legal News Wales as Community Partner to Drive Digital Transformation in Conveyancing
Key Contact
Angela Hesketh
T: 07976291178
E: angela.hesketh@pexa.com.au
Full Profile
Company Details
Name of Company: Post Complete
Parent Company: SCA Tax (Swimby Carroll Anderson Ltd)
Incorporated: 2026
Turnover: £0 – £500k
Timeline stages: Pre contract, title Investigation & enquiries, Post-contract/Exchange, Completion/Post Completion
Key Summary
Post Complete is a specialist SDLT review and submission service for conveyancing law firms. We contact your client, gather the transaction details, review every calculation with HMRC-experienced specialists, and submit the return – all backed by PI insurance through Allianz. Your SDLT workload and liability, handled properly.
Expert human review of every SDLT transaction – no algorithms, no automation guesswork
PI-insured through Allianz – full professional indemnity on every calculation
Fully managed client liaison – we contact your client directly, you just submit the instruction
HMRC submission handled on your behalf – reducing your compliance burden ahead of the May 2026 registration deadline
Simple per-transaction pricing with no subscription, no lock-in, and no minimum volume
Transparent audit trail for every transaction
Key Services
- SDLT Review and Calculation
- HMRC Return Submission
- Client Liaison and Data Gathering
- PI-backed SDLT Certificate Delivery
Integrations
We are currently working on integration with LEAP and CLIO case management systems.
Links
Key Contact
Post Complete Support
info@postcomplete.co.uk
0161 565 4144
Full Profile
Company Details
Name of Company: Redbrick Solutions
Incorporated: 2001
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms; Post-contract/Exchange; Completion/Post Completion; Case/Matter Management; Finance;
Key Summary
Redbrick Solutions provides a user-friendly legal case management system to progressive law firms. The software’s intuitive interface enhances efficiency with its logical process and rich functionality. Additionally, as a proud partner and investor of Klyant Legal Accounting Software, we offer seamless integration for managing all your accounting needs within a single, integrated system.
Key Services
Established in 2001, Redbrick Solutions is widely recognised as one of the leading legal case management software systems available on the market. With over 3000 conveyancers relying on our software daily, we stand as a trusted industry leader.
What we do:
Legal case management software: We have all of the functionality and integrations you would expect from a first-rate legal case management supplier, including Klyant Legal Accounting software, Client Portal, Onboarding, Digital Signatures, Real Time Case Updates, HM Land Registry e-DRS with digital AP1s, SDLT, First Title, Searches, Biometric AML, Source of Funds, and much more.
https://redbricksolutions.co.uk/what-we-do/
Redbrick’s software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Bespoke legal case management software: Our legal case management software contains a variety of features that can be completely customised to suit your requirements. From intelligent to-do lists to automatic email updates, online case tracking, and a safe and secure online document portal, we have everything you need so that your firm can stay ahead of the competition.
https://redbricksolutions.co.uk/products/bespoke-legal-case-management-systems/
Key Features
Fully customisable legal case management solution: From the outset we will work with you to design custom workflows, specific to your requirements (or you can choose to take our standard ones). Our 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.
Simple implementation process: Making the switch to a new legal case management system or implementing legal software for the first time can seem daunting, but with Redbrick it’s as easy as one, two, case management. Our seamless transition process ensures you can be fully operational in just a few weeks, allowing you to focus on delivering quality legal services.
Unique transactional business model, with additional flexible payment options available: We charge on a transactional basis for each active matter, a fee our clients typically pass on as a disbursement. Quotes are provided at no cost, enabling quick client documentation and follow-up without financial risk if the client doesn’t proceed. We also offer a fixed per-user, per-month fee, and other flexible payment options for those unable to pass on transactional fees.
Free support and maintenance: We do not charge any additional fees for support or maintenance, our one low transaction fee covers everything you will ever need. Our business model ensures that it is in our best interests to make sure the system works perfectly for you, from day one onwards, which is why clients have voted our customer support ‘Excellent’.
Klyant Legal Accounting software: Our partnership with Klyant provides our clients with a streamlined solution for managing all their accounting needs within a single, integrated legal case management system.
https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
HM Land Registry e-DRS with digital AP1s: Redbrick integrates with the Land Registry’s electronic Document Registration service (e-DRS), enabling clients to save time on registrations, minimise errors and reduce risk through electronic audit trails.
SDLT e-submission: Our SDLT integration saves 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.
Secure online document portal: Our secure document sharing portal enables your client to view and electronically sign confidential documents. You can seamlessly share documents and instantly email them to the relevant parties to reduce unnecessary delays and costs. Clients can also track the progress of their case here too.
24/7 online case tracking and agent tracking: With Redbrick, you can 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.
Two-way Outlook integration: Keep track of email correspondence effortlessly with our two-way Outlook integration, saving time and printing costs compared to manual filing.
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.
Product Video
Redbrick Solutions software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Integrations
Klyant Legal Accounting Software: https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
Armalytix: https://redbricksolutions.co.uk/partners/armalytix/
Credas: https://redbricksolutions.co.uk/partners/credas-biometric-id-checks/
Conveyancing Data Services: https://redbricksolutions.co.uk/partners/conveyancing-data-services/
CLS Property Insight: https://redbricksolutions.co.uk/partners/cls-property-insight/
Thirdfort: https://redbricksolutions.co.uk/partners/thirdfort/
Stamp: https://redbricksolutions.co.uk/partners/stamp/
The Search Bureau: https://redbricksolutions.co.uk/partners/the-search-bureau/
TPS Group: https://redbricksolutions.co.uk/partners/tps-group/
Confirmly: https://redbricksolutions.co.uk/partners/confirmly/
Yourkeys: https://redbricksolutions.co.uk/partners/yourkeys/
Links
Website: https://redbricksolutions.co.uk/
linkedin.com/company/redbrick-solutions
facebook.com/RedbrickSolutionsUK
Google reviews: https://bit.ly/3BNOZxt
Key Contact
Jo Hodges
Sales & Marketing Director
sales@redbricksolutions.co.uk
01572 770088
Full Profile
Company Details
Name of Company: SearchFlow
Parent Company: Landmark Information Group
Incorporated: 2000
Timeline stages: Searches; Pre Contract, Title Investigation & Enquiries; Completion/Post Completion
Key Summary
As one of the UK’s largest providers of legal due diligence data for residential and commercial property transactions, SearchFlow has supported over 5,000,000 instructions with more than 26,000,000 searches to date.
SearchFlow brings confidence and certainty to law firms by delivering concrete due diligence, advanced technology, intelligent data, unparalleled market experience, serious financial investment, and access to exceptional people.
Key Services
Commercial real estate: https://www.searchflow.co.uk/what-we-do/commercial-real-estate/
Residential property: https://www.searchflow.co.uk/what-we-do/residential-property/
Housing Association partner: https://www.searchflow.co.uk/what-we-do/housing-associations/
Concierge Portfolio Service: https://www.searchflow.co.uk/concierge-managed-portfolio-services/
Accreditations/Awards
- Best Customer Service (Bronze) – UK Customer Experience Awards 2024
- Search Provider of the Year – 2019 – 2023
Integrations
- Partner with Armalytix to offer source of funds technology for our clients
- Partner with Dual Asset to deliver bespoke legal indemnity insurances in both residential and commercial markets
User Testimonials
https://www.searchflow.co.uk/news-and-events/customer-story-freeths/
Links
Podcast
Key Contact
Sammi King
Marketing
E: sammi-joe.king@searchflow.co.uk
Rob Steadman
Sales
E:robert.steadman@searchflow.co.uk
T: 0800 977 8818
Full Profile
Company Details
Name of Company: tmGroup
Incorporated: 1999
Turnover: £50m+
Timeline stages: Onboarding & Client Comms; Searches; Pre Contract, title investigation & enquiries; Completion/Post Completion
Key Summary
tmGroup is the UK’s largest provider of property searches, pioneering digital transformation in conveyancing with award-winning technology solutions. With over 20 years of industry expertise, tmGroup makes property transactions smoother, smarter, and more secure by combining rich data, cutting-edge technology, and best-in-class service. Their comprehensive platform streamlines everything from client onboarding to post-completion, enabling law firms to focus on delivering exceptional service while improving efficiency, compliance, and client experience. Having acquired Lawtech in 2024, tmGroup now counts the Verify365 onboarding software amongst its suite of conveyancing solutions.
Key Services
- Client Onboarding & AML: tmQuote (instant branded quotes), tmVerify365 (biometric ID verification), and comprehensive AML/KYC compliance solutions meeting SRA framework and HM Land Registry Digital ID Standard for ‘Safe Harbour Status.’ (https://www.tmgroup.co.uk/residential/onboarding/)
- Searches & Property Data: tmGroup is the UK’s largest search provider, offering the widest range of residential and commercial property searches with advanced mapping, automatic property outlining, and integrated data layers for enhanced accuracy and efficiency. (https://www.tmgroup.co.uk/residential/searches-property-data/)
- Land Registry Services: Instant, accurate Land Registry data retrieval with automated extract reports, interactive Map Search functions, and comprehensive access to title information. (https://www.tmgroup.co.uk/residential/land-registry/)
- Digital Post-Completion: Fast, accurate SDLT and AP1 submissions with automated validation, pre-populated case details, real-time error checks, and seamless Land Registry/HMRC integration. (https://www.tmgroup.co.uk/residential/digital-post-completion/)
- Additional Services: Extensive services for commercial property transactions including Portfolio Management, Advanced commercial searches, mapping and data layers, (expert-led transaction management).
Accreditations/Awards
- Modern Law Conveyancing Awards 2024 – Search Provider of the Year
- British Legal Technology Awards 2024 – Supplier of the Year (Lawtech Software Group)
- British Conveyancing Awards 2024 – Winner – Supporting the Industry
- UK Top Employer 2021 Accreditations • CoPSO, PCCB, ISO 27001
Integrations
Integration capabilities with major case management systems and legal technology platforms, Land Registry APIs, HMRC.
User Testimonials
“Easy to use and the customer service is very good, always very helpful.” – Joanne Green, Cooper Sons Hartley and Williams LLP
“Thanks to their time-saving technology, we’ve significantly reduced the admin time per transaction, and this has helped our team work far more efficiently. Not only that, but the service has been fantastic.” – Arash Dinari, Head of Commercial Property, Wolferstans Solicitors
“Our team have been using tmGroup’s managed service for over 2 years now. It is a great service, quick and efficient, and the team are unfailingly helpful. Our thanks to Nigel Bishop who has always been on hand to resolve any particular issues. Overall a really good customer experience.” – Marina Wickens, Legal Director, Foot Anstey LLP
“We receive incredible support from our client relationship manager Alex. We often have transactions with large complex plans which go way beyond the norm and nothing is too much trouble. We have always found Alex to be very responsive, helpful and knowledgeable with any request for help or guidance. A great team to work with.” – Holly Addison, Business Development Manager, Nowell Meller Solicitors
“I like tmGroup’s swift response to queries… I have never had cause to be concerned about what they do for us.” – Heather Rowley, Practice Manager, Temple Bright LLP
Links
Key Contact
Chris Lund
Head of Marketing
Chris.lund@tmgroup.co.uk
T: 0800 840 5571
Full Profile
Company Details
Name of Company: VSiD
Parent Company: VSiD RegTech Group Ltd
Incorporated: 2020
Turnover: £500k-£2m
Timeline stages: Onboarding & Client Comms; Pre contract, title investigation and enquires; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
VSiD is the award-winning Digital Verification Service (DVS) listed on Gov.UK that hels legal firms remain compliant and reduce risk with its wide range of eSignature, KYC, KYB and AML solutions, all available from a single platform. With increasing pressure on regulated business to comply with AML legislation and improve their due diligence, VSiD can offer digital solutions that automate processes, saving time and resources. Our platform features have been tailor made for the Legal sector, particularly in the areas of claims and conveyancing and include eWitnessing and a re-verifiable eSignature and ID verification certificate for any relying party asking to see evidence that appropriate due diligence has been undertaken.
Key Services
eSignatures & eWitnessing https://vsid.com/esignatures-ewitnessing/
Remote ID Verification https://vsid.com/remote-id-verification/
Dynamic Smart Forms https://vsid.com/dynamic-smartforms/
KYC, KYB & AML Screening https://vsid.com/kyc-kyb-aml-screening/
Fraud, PEPs & Sanctions Monitoring https://vsid.com/fraud-peps-sanctions-monitoring/
Bank Verification & Source of Funds https://vsid.com/bank-verification-source-of-funds/
Key Features
- Conveyancers Certificates
- Reverificable eSignature and ID verification certificates for relying parties
- Third party link and share – enabling collaboration on cases with other firms/parties
- Configuration of signer/authoriser sequencing and completion date controls
- Large file processing (up to 200mb) including architectural drawings
- Customised SmartForms for automated, dynamic & fillable company forms
- Qualified eSignatures that meet HMLR Safe Harbour requirements
- Firm own branding
- Single sign on
- Seamless integration into conveyancer’s client web journey
Accreditations/Awards
ISO27001: 2022,
Certified to the UK Government’s Digital Identity and Attributes Trust Framework as a Digital Verification Service (DVS).
2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service)
Integrations
MS Word, MS Dynamics, Advanced P4W, Cloudify, Intapp, Zylpha, iManage, Techedia, Xperate, Visualfiles, Proclaim, Actionstep, Futurbyte
User Testimonials
“Working in IT there is so much choice and you do get bombarded with sale enquiries and constantly chased as to when will you be ready to proceed but David and Tim did not pressure me or constantly chase me for follow up conversations, they let me take my time and go back to them when I was ready as I said I would.”
Trudy Hooper – IT & Business Operations Manager , Kerseys Solicitors LLP
“Not only were we impressed by the product itself, with the nuances developed specifically for law firms, we also found the team at VSiD to be supportive during the trial set-up and management process.”
Susan Glenholme – Managing Partner
Debenhams Ottaway
Links
Key Contact
Andrew Tuff
at@vsid.com
020 7965 7579
Full Profile
Partner Page – VSID
Case/Matter Management
Company Details
Name of Company: e4 Strategic UK
Incorporated: 2021
Turnover: £0-£500k
Timeline stages: Onboarding & Client Comms, Searches, Pre contract, title investigation & enquiries, Post contract/Exchange, Completion/Post Completion, Case/Matter Management
Key Summary
e4 offers VERSA, a unified PropTech platform that streamlines the entire mortgage and conveyancing lifecycle connecting lenders, conveyancers, and stakeholders. With over 25 years’ digital innovation, it automates processes, delivers transparency, and reduces friction from offer to completion.
Key Services
- Modern panel management (VERSA Assure) — streamlines onboarding & governance of conveyancer panels.
E4 Strategic - Digital workflow management — automates conveyancing and mortgage workflows to improve speed / reduce manual effort.
E4 Strategic - Analytics & Intelligence (Smart Insights) — Power BI dashboards & reports giving visibility to lenders and conveyancers.
E4 Strategic
+1 - VERSA Connect — real-time messaging tool to resolve Post-Offer Queries (PVQs) more efficiently.
E4 Strategic - Building insurance validation (VERSA Building Insurance) — ensures suitable insurance policy is in place before exchange.
E4 Strategic - New build document sharing & validation — secure management of warranty, incentive, indemnity docs etc.
E4 Strategic - eCOT (electronic Certificate of Title) & eCOT addendum — dynamic checklists aligning with offer conditions and lender requirements.
E4 Strategic - Secure document access & template control — centralised control of document templates; dynamic generation & eSigning.
E4 Strategic - Independent verification of bank accounts (seller solicitor’s account) to reduce interception fraud.
E4 Strategic - Solutions for unregistered charges and remediation problems with HMLR registration delays.
E4 Strategic - VERSA Training Academy — training, guides, and learning support for lenders and conveyancers using the platform.
E4 Strategic
Key Features
- End-to-end mortgage and conveyancing workflow automation
- Real-time lender–conveyancer connectivity
- Centralised panel management and governance
- Smart data insights via Power BI dashboards
- Secure eCOT and document validation
- Automated PVQ query resolution
- Built-in fraud prevention and bank verification
- VERSA Training Academy for continuous learning
Accreditations/Awards
ECO Vadis – Bronze Status, Disability Confident Employer, Living Wage Employer
Integrations
https://www.e4strategic.co.uk/about.html
Links
Key Contact
Simon Slater
T: 07391 034344
E: simon.slater@e4strategic.co.uk
Brittney Myburgh
T: 07736 489956
E: brittney.myburgh@e4strategic.co.uk
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: LEAP Legal Software
Incorporated: 1992
Turnover: £20m-£50m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management;
Key Summary
LEAP’s powerful features expand beyond traditional practice management software and leverages the power of AI – enhancing efficiency, productivity, and modernisation within law firms. Built with clients in mind, LEAP is suited for conveyancers and includes powerful tools to help future-proof law firms.
Key Services
Ongoing support and training
Firms are assigned a dedicated Customer Success Manager who ensures your support and training are tailored to your needs.
www.leap.co.uk/support/
LEAP HelpDesk – AskLEAP is your trusted 24/7 helpdesk assistant to answer any questions you have, with additional support provided by our friendly UK-based technicians.
Ask.leap.co.uk
LEAP HelpCentre – Browse articles, blogs, access support, and engage with other LEAP users via the LEAP community.
community.leap.co.uk/s/
LEAP University -Self-guided training courses available online at a time convenient to you.
university.leap.co.uk/
Webinars and events – Stay up-to-date and learn about LEAP’s newest features.
www.leap.co.uk/events/
Ideas Hub – Provide feedback, read discussions and vote on improved LEAP features.
community.leap.co.uk/s/ideas-user-guide
Key Features
Legal AI features and tools – LEAP’s suite of premium AI tools are designed to automate time-consuming tasks, simplify document drafting, and enhance decision-making processes. Helping to modernise law firms and increase productivity and profitability.
www.leap.co.uk/legal-ai
Client and matter management – Manage and collaborate on matters in one secure and searchable location.
www.leap.co.uk/features/matter-management/
Document automation and management – Utilise fully automated and integrated legal forms and precedents. www.leap.co.uk/features/document-automation/Time recording and billing
Legal accounting – Manage client accounting, billing and reporting processes with ease.
www.leap.co.uk/features/legal-accounting/
Client services – Connect, communicate and collaborate with clients online.
www.leap.co.uk/features/client-service/
Mobile working – Work on matters effectively away from the office, on any device.
www.leap.co.uk/features/mobile-working/
Accreditations/Awards
‘Best Use of A.I. in Legal Tech’ category at the 2024 A.I. Awards for its ground-breaking integration of A.I. into legal practice management software.
Integrations
LawY
By Lawyers
LEAP Online Payments powered by FeeWise
BundlePro
Perfect Portal
Microsoft 365
Xero
InfoTrack
LawConnect
Redview
Zylpha
WillSuite
Quickbooks
Fileman
Links
Key Contact
LEAP Legal Software
info@leap.co.uk
0845 683 2517
Full Profile
Company Details
Name of Company: Legal Eye
Parent Company: PEXA
Incorporated: 2009
Turnover: £500k – £2m
Timeline stages: Onboarding & Client Comms; Case/ Matter Management; Finance
Key Summary
We work with law firms, providers of legal services and other corporate industries to ensure compliance and optimise performance.
Our extensive and thorough knowledge of the law and regulations will ensure your business is compliant and your processes sound. The advice we offer is clear and practical, and we pride ourselves on our exceptional customer service and unbeatable quality of work.
Key Services
https://legal-eye.co.uk/category/legal/
- AML audit and certification
- AML document review
- Annual risk assessments
- Compliance helpline
- Enhanced compliance audit – lender panels
- File reviews
- Risk and compliance gap
- CQS gap analysis
- Lexcel accreditation
- Legal Eye Quality Standard
- Bespoke consultancy
- Bespoke on site training
- Codes of Conduct training
- Complaints handling
- Enhanced AML training
- Legal Eye Academy
- Source of Funds and Source of Wealth training
- Policy store
Key Features
- Risk and Compliance Support
- Certification Support
- Training and Online Resources
- Policies and Procedures
Accreditations/Awards
- ‘Risk and Compliance Support Service of the Year’ – British Conveyancing Awards 2024
Integrations
Bespoke integration available on request
User Testimonials
https://legal-eye.co.uk/testimonials/
Links
Key Contact
E: bestpractice@legal-eye.co.uk
T: 02030512049
Full Profile
Company Details
Name of Company: Ochresoft
Parent Company: Landmark Information Group Ltd
Incorporated: 2022
Timeline stages: Searches; Pre contract; Title Investigation & Enquiries; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
Intelliworks is a case management software, designed by industry experts with practical experience, covering all aspects of compliance and risk management. We are the leading legal software provider with the knowledge and regulatory expertise to ensure that our content-rich workflows are always current and incorporate the latest legal content and best practice standards. Intelliworks workflows are updated seamlessly whenever there is a change in law or regulation.
Key Services
Upfront Information Property Process: https://www.ochresoft.com/conveyancing-workflows/upfront-information-property-process/
Equity Release Workflow: https://www.ochresoft.com/conveyancing-workflows/equity-release-workflow/
Electronic Document Registration (eDRS): https://www.ochresoft.com/conveyancing-workflows/electronic-document-registration-system-edrs/
Sale Workflow: https://www.ochresoft.com/conveyancing-workflows/sale-workflow/
General Property Workflow: https://www.ochresoft.com/conveyancing-workflows/general-property-workflow/
Remortgage Workflow: https://www.ochresoft.com/conveyancing-workflows/remortgage-workflow/
Transfer of Equity: https://www.ochresoft.com/conveyancing-workflows/transfer-of-equity/
Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/purchase-workflow/
New Build Purchase Workflow: https://www.ochresoft.com/conveyancing-workflows/new-build-purchase-workflow/
Intelliworks Quotes: https://www.ochresoft.com/conveyancing-workflows/intelliworks-quotes
Key Features
Our Conveyancing workflows include the following:
- Expert legal content maintained and continually updated to incorporate changes in legislation, regulation and best practice standards.
- Fully managed document and forms library delivering high quality, accurate content and advice.
- Full end to end risk management, including electronic ID checks, comprehensive AML and fraud risk assessments and a complete audit trail of every task.
- Dynamic tasks and content to ensure compliance with CQS and Lexcel standards.
- Seamless conveyancing search orders using data from the Landmark Information Group.
- Integration with HMRC for submission of SDLT returns and HM Land Registry for post-completion registration applications.
- 70-plus customisable reports to reduce human error and manage team workloads.
Accreditations/Awards
We are accredited with ServiceMark from the Institute of Customer Service.
ServiceMark is a national standard, independently recognising an organisation’s commitment to customer service and to upholding high standards as part of a long-term embedded strategy.
The ServiceMark accreditation is awarded based on both customer satisfaction and employee engagement, helping your organisation understand the effectiveness of its customer service strategy from multiple touchpoints and identify areas for improvement.
Undergoing ServiceMark accreditation is an opportunity for organisations – of all sizes and sectors – to demonstrate the high quality of their customer service both internally and externally.
Our customer services team are part of the Landmark Customer Experience Team and were winners of the Best B2B Customer Experience at UKCXA24.
https://www.ochresoft.com/news/ochresoft-gains-iso-accreditations/
Integrations
- HMLR
- HMRC
- SearchFlow
- OneSearch Direct
- Quill
- Lawyer Checker
- GB Group
Testimonials
https://www.ochresoft.com/casestudies/
Links
Podcast
Key Contact
Shirlyn Wong
Marketing
E:shirlyn.wong@landmark.co.uk
T: 0330 036 6281
Ochresoft
T: 0330 336 700
E: enquiries@ochresoft.com
Full Profile
Company Details
Name of Company: Osprey Approach
Parent Company: Pracctice Limited
Incorporated: 1988
Turnover:
Timeline stages: Onboarding & Client Comms;Case/Matter Management;Finance;
Key Summary
Osprey Approach is an all-in-one legal accounting, practice and case management software solution, designed for SME UK law firms, that helps make running a law firm easier.
Our mission is to create tools and services that address the unique challenges faced by legal professionals in today’s fast-paced environment. Osprey helps to take advantage of cloud solutions to effectively manage hybrid teams, strengthen security and mitigate risk. The system helps firms ensure compliance, save time, improve visibility for operational leaders, and enhance client service so you stay ahead of your competition.
In addition to providing software solutions, we partner with firms to enhance professional development and maximise ROI on your investment. Our support, training, and data services, coupled with our legal professional communities and podcast and webinar series, help firms stay informed, prepared, and equipped to run a successful modern law firm.
Key Services
All-in-one accounting, practice, and case management software for conveyancers: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Implementation and data migration services – Fully project managed, all firms will be supported and guided through the implementation project, starting with a detailed project plan and including system set up and configuration, existing process reviews, training program, and data import: ospreyapproach.com/services/implementation/
Training services – you’ll receive role-based training as part of the onboarding, and all users will continue to receive unlimited training to maximise utilisation of Osprey. Access our help center 24/7 for how-to guides and videos, book trainer led one-to-one or group sessions, and enroll on interactive online courses: ospreyapproach.com/services/training/
Telephone-first support services – all users will have access to telephone-first support from our internal, UK-based support team who can help you with your queries and guide you through using the Osprey features. You’ll also have a dedicated Client Success Manager who will be your point of contact at Osprey and will provide regular account reviews to ensure Osprey is helping you meet your firm’s goals: ospreyapproach.com/services/support/
Key Features
Osprey provides an all-in-one legal accounts, case, and practice management software that helps conveyancers manage enquiries, progress transactions, and billing clients
Conveyancing overview: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Matter management – centralise matter management into one platform to organise your files, data, tasks, and communications. Create documents, forms, send emails and texts: ospreyapproach.com/legal-matter-management-software/
Workflows – utilise our process workflows to save conveyancers time, reduce errors, stay compliant, and deliver quality service. We offer templated conveyancing workflows that can be customised or you can build your own: ospreyapproach.com/case-management/legal-workflow-automation-software/
Client ledger and billing – SRA compliant client ledger and billing software to help you manage client monies and bill clients easily: ospreyapproach.com/legal-accounting-software/legal-billing-software/
Client onboarding – streamline your onboarding processes with digital tools that help you effectively communicate, stay compliant, and capture data. Utilise Osprey with InfoTrack to complete ID checks, AML and VOFs: ospreyapproach.com/client-management-software/client-onboarding-software/
Client portal & mobile app – modernise your client service with convenient self-service portals. Share case updates, upload and collaborate on documents, capture data, and sign documents in the secure portal or app: ospreyapproach.com/client-management-software/client-portal-software/
Reporting – improve visibility across your department and firm-wide with extensive reporting tools. Osprey offers a suite of core reports, plus a custom report writer and an integration with Power BI for interactive dashboards that can connect several data sources: ospreyapproach.com/practice-management-software/reporting-bi/
Compliance – protect client data and reduce risk with compliance tools that help you stay SRA, Lexcel, and CQS compliant: ospreyapproach.com/practice-management-software/compliance-software/
Accreditations/Awards
ISO 14001 / ISO 9001 / ISO 27001 / Cyber Essentials accredited .
Integrations
Microsoft 365
Power BI
InfoTrack
DocuSign
Lexis Smart Forms
TextAnywhere
Coadjute
Links
Podcasts
Key Contact
Amy Bruce
Marketing Director
amy.bruce@ospreyapproach.com
03300 604 940
Nick Orme
CEO
enquiries@ospreyapproach.com
03300 604 940
Full Profile
Company Details
Name of Company: Perfect Portal
Parent Company: InfoTrack UK
Timeline stages: Onboarding & Client Comms, Case/ Matter Management
Key Summary
Perfect Portal is the award-winning new business management solution for law firms – helping them win more work, deliver a smoother client experience and gain full visibility over their business in one connected system. Since 2014, we’ve helped practices boost conversions, reduce admin, and create client-centric journeys that make a measurable impact.
Client expectations have changed – today’s consumers demand speed, transparency, and digital-first convenience. Perfect Portal is built specifically for the legal sector to meet these demands through three powerful modules:
- Capture more business – Generate enquiries 24/7 with the website Quote Calculator and Intake Forms, while the Solicitor Portal and Referrer Portal make it easy to add, manage, and track leads from every source.
- Onboard with confidence – Guide clients through their legal journey using the app for Biometric ID Verification, Source of Funds checks, Digital Payments, Digital Forms, and clear communication.
- Manage with clarity – Monitor performance with intuitive dashboards, reporting, reviews, integrations, and automations that bring pipelines, campaigns, and outcomes together.
With Perfect Portal, law firms combine efficiency, security, and transparency to create client journeys that drive loyalty, referrals, and growth.
Key Services
Capture more business:
- Quote Calculator – Deliver instant, tailored quotes directly on your website, helping convert interest into instructions faster and more professionally.
- Intake Forms – Capture enquiries 24/7 with flexible online forms that make it simple for potential clients to take the first step.
- Solicitor Portal – Add and manage leads instantly in one place, removing spreadsheets and manual admin so no enquiry or opportunity is ever missed.
- Referrer Portal – Referrers have their own portal to submit leads easily, which drop straight into your portal for faster follow-up and more work.
Onboard with confidence:
- Biometric ID Verification – Verify client identity securely using biometric and NFC checks, meeting Safe Harbour standards and reducing fraud risk.
- Source of Funds Checks – Clients complete source of funds checks digitally within the app, keeping compliance simple, secure, and auditable.
- Digital Payments – Request payments instantly, and clients pay securely through the app, reducing chasing and creating a smoother experience for all.
- Digital Forms – Replace paperwork with smart digital forms, including TA6, TA7, TA10 and adaptive Smartforms that reduce admin.
- Client Communication – Centralise communication with secure messaging, document sharing, progress updates, and interactive To Dos in one app.
Manage with clarity:
- Campaign Tracking Dashboard – Track the full journey from click to conversion, identifying what works and where to invest marketing spend.
- New Business Dashboard – View your pipeline at a glance, showing progress, conversion status, and where action is needed.
- Company Analytics Dashboard – Access real-time insights into lead sources, conversions, and performance to support smarter decision-making.
- Report Suite – Access 30+ on-demand reports, including a Flash Report for an at-a-glance view of overall business performance.
- Client Reviews – Collect, manage, and share reviews easily, strengthening trust, social proof, and your firm’s reputation.
- Efficient Automations – Automate updates via email, SMS, and push notifications to keep clients informed without manual chasing.
- Enhanced Integrations – Connect Perfect Portal with leading case management systems, search providers, and payment partners to streamline workflows.
Key Features
- Web-hosted Conveyancing Quote Calculator
- Referrer Platform
- In-app verification of ID & SOF
- Digital payment & forms (TA6, TA7, TA10)
- Easy-to-use chat & document sharing
- Instant in-app progress updates and To Do notifications
Awards
- ‘Best Use of Technology’ – (Shortlisted) Modern Law Conveyancing Awards, July 2018
- ‘Innovation of the Year’ – (Shortlisted) Modern Law Conveyancing Awards, July 2018
- ‘Service Provider of the Year’ – (Highly Commended) Modern Law Conveyancing Awards, July 2019
- ‘Outstanding Achievement of the Year’ – (Winner) Modern Law Conveyancing Awards, July 2019
- ‘Conveyancing Award’ – (Finalist) LegalEX Awards, January 2019
- ‘Business Development Professional of the Year – Rob Lawson’ – (Winner) British Conveyancing Awards, May 2021
- ‘Technology Team of the Year’ – (Winner) British Conveyancing Awards, May 2021
- ‘Outstanding Commitment to Training’ – (Highly Commended) Modern Law Conveyancing Awards, November 2021
- ‘Service Provider of the Year’ – (Winner) Modern Law Conveyancing Awards, November 2021
- ‘Innovation of the Year’ – (Winner) British Conveyancing Awards, March 2022
- ‘Supporting the Industry’ – (Highly Commended) Modern Law Awards, March 2023
Integrations
- LEAP
- Actionstep
- SOS
- Access Legal Proclaim
- Redbrick
- Smokeball
- Osprey
- One Advanced P4W
- Practice Evolve
- Linetime
- InfoTrack
- Reapit
- Search Acumen
- Stripe
- Review Solicitors
User Testimonials
“We have been using Perfect Portal for a number of months now and just wanted to let you know how pleased we are with the system. It has been easy to use and has streamlined the quoting process. It continues to save us a lot of time with the preparation of quotations and automated chasing emails, both of which we have been able to personalise to our way of working.”
Annette Collins, New Business Manager at Borneo Martell Turner Coulston LLP Solicitors
“We are now seeing our quotes convert to genuine working files far quicker than before and are now working towards bringing other areas of law within the app. Highly recommend.”
Debbie Chadwick, Kirwans Solicitor
“Automating our onboarding is saving us 30 minutes on every new file we open”
Mike Leeman, Bell Lamb & Joynson
“Automating our onboarding is saving our Conveyancing Team a full day of work every month!”
Sophie O’Hara at O’Hara Solicitors
“Obtaining our own branded app through Perfect Portal was one the best business decisions we have made to date. Our conveyancing quotes and conversions have increased since using the platform. It has enhanced our client’s and stakeholders experience, and it makes client onboarding seamless.”
Laura Zielinski, Director, Grey-Smith Legal
“The new AI Report has been a real game-changer for us. It’s helped us clearly identify where our leads are coming from and which referrers are driving the most business, while also highlighting areas where we can improve our conversion. Best of all, it saves each of us very valuable time, around 30 minutes each week, as we no longer need to dig through reports or interrogate the data ourselves. Everything we need is presented instantly and clearly.”
Lindsey Connolly, Practice Manager, Thomas Flavell
Links
Key Contact
Kate Roberts – Head of Marketing
kate.roberts@perfectportal.co.uk
07300 820048
Lisa Edwards – Global Head of Sales
Lisa.edwards@perfectportal.co.uk
07904754494
Full Profile
Company Details
Name of Company: Redbrick Solutions
Incorporated: 2001
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms; Post-contract/Exchange; Completion/Post Completion; Case/Matter Management; Finance;
Key Summary
Redbrick Solutions provides a user-friendly legal case management system to progressive law firms. The software’s intuitive interface enhances efficiency with its logical process and rich functionality. Additionally, as a proud partner and investor of Klyant Legal Accounting Software, we offer seamless integration for managing all your accounting needs within a single, integrated system.
Key Services
Established in 2001, Redbrick Solutions is widely recognised as one of the leading legal case management software systems available on the market. With over 3000 conveyancers relying on our software daily, we stand as a trusted industry leader.
What we do:
Legal case management software: We have all of the functionality and integrations you would expect from a first-rate legal case management supplier, including Klyant Legal Accounting software, Client Portal, Onboarding, Digital Signatures, Real Time Case Updates, HM Land Registry e-DRS with digital AP1s, SDLT, First Title, Searches, Biometric AML, Source of Funds, and much more.
https://redbricksolutions.co.uk/what-we-do/
Redbrick’s software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Bespoke legal case management software: Our legal case management software contains a variety of features that can be completely customised to suit your requirements. From intelligent to-do lists to automatic email updates, online case tracking, and a safe and secure online document portal, we have everything you need so that your firm can stay ahead of the competition.
https://redbricksolutions.co.uk/products/bespoke-legal-case-management-systems/
Key Features
Fully customisable legal case management solution: From the outset we will work with you to design custom workflows, specific to your requirements (or you can choose to take our standard ones). Our 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.
Simple implementation process: Making the switch to a new legal case management system or implementing legal software for the first time can seem daunting, but with Redbrick it’s as easy as one, two, case management. Our seamless transition process ensures you can be fully operational in just a few weeks, allowing you to focus on delivering quality legal services.
Unique transactional business model, with additional flexible payment options available: We charge on a transactional basis for each active matter, a fee our clients typically pass on as a disbursement. Quotes are provided at no cost, enabling quick client documentation and follow-up without financial risk if the client doesn’t proceed. We also offer a fixed per-user, per-month fee, and other flexible payment options for those unable to pass on transactional fees.
Free support and maintenance: We do not charge any additional fees for support or maintenance, our one low transaction fee covers everything you will ever need. Our business model ensures that it is in our best interests to make sure the system works perfectly for you, from day one onwards, which is why clients have voted our customer support ‘Excellent’.
Klyant Legal Accounting software: Our partnership with Klyant provides our clients with a streamlined solution for managing all their accounting needs within a single, integrated legal case management system.
https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
HM Land Registry e-DRS with digital AP1s: Redbrick integrates with the Land Registry’s electronic Document Registration service (e-DRS), enabling clients to save time on registrations, minimise errors and reduce risk through electronic audit trails.
SDLT e-submission: Our SDLT integration saves 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.
Secure online document portal: Our secure document sharing portal enables your client to view and electronically sign confidential documents. You can seamlessly share documents and instantly email them to the relevant parties to reduce unnecessary delays and costs. Clients can also track the progress of their case here too.
24/7 online case tracking and agent tracking: With Redbrick, you can 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.
Two-way Outlook integration: Keep track of email correspondence effortlessly with our two-way Outlook integration, saving time and printing costs compared to manual filing.
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.
Product Video
Redbrick Solutions software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Integrations
Klyant Legal Accounting Software: https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
Armalytix: https://redbricksolutions.co.uk/partners/armalytix/
Credas: https://redbricksolutions.co.uk/partners/credas-biometric-id-checks/
Conveyancing Data Services: https://redbricksolutions.co.uk/partners/conveyancing-data-services/
CLS Property Insight: https://redbricksolutions.co.uk/partners/cls-property-insight/
Thirdfort: https://redbricksolutions.co.uk/partners/thirdfort/
Stamp: https://redbricksolutions.co.uk/partners/stamp/
The Search Bureau: https://redbricksolutions.co.uk/partners/the-search-bureau/
TPS Group: https://redbricksolutions.co.uk/partners/tps-group/
Confirmly: https://redbricksolutions.co.uk/partners/confirmly/
Yourkeys: https://redbricksolutions.co.uk/partners/yourkeys/
Links
Website: https://redbricksolutions.co.uk/
linkedin.com/company/redbrick-solutions
facebook.com/RedbrickSolutionsUK
Google reviews: https://bit.ly/3BNOZxt
Key Contact
Jo Hodges
Sales & Marketing Director
sales@redbricksolutions.co.uk
01572 770088
Full Profile
Company Details
Name of Company: VSiD
Parent Company: VSiD RegTech Group Ltd
Incorporated: 2020
Turnover: £500k-£2m
Timeline stages: Onboarding & Client Comms; Pre contract, title investigation and enquires; Post contract/Exchange; Completion/Post Completion; Case/Matter Management
Key Summary
VSiD is the award-winning Digital Verification Service (DVS) listed on Gov.UK that hels legal firms remain compliant and reduce risk with its wide range of eSignature, KYC, KYB and AML solutions, all available from a single platform. With increasing pressure on regulated business to comply with AML legislation and improve their due diligence, VSiD can offer digital solutions that automate processes, saving time and resources. Our platform features have been tailor made for the Legal sector, particularly in the areas of claims and conveyancing and include eWitnessing and a re-verifiable eSignature and ID verification certificate for any relying party asking to see evidence that appropriate due diligence has been undertaken.
Key Services
eSignatures & eWitnessing https://vsid.com/esignatures-ewitnessing/
Remote ID Verification https://vsid.com/remote-id-verification/
Dynamic Smart Forms https://vsid.com/dynamic-smartforms/
KYC, KYB & AML Screening https://vsid.com/kyc-kyb-aml-screening/
Fraud, PEPs & Sanctions Monitoring https://vsid.com/fraud-peps-sanctions-monitoring/
Bank Verification & Source of Funds https://vsid.com/bank-verification-source-of-funds/
Key Features
- Conveyancers Certificates
- Reverificable eSignature and ID verification certificates for relying parties
- Third party link and share – enabling collaboration on cases with other firms/parties
- Configuration of signer/authoriser sequencing and completion date controls
- Large file processing (up to 200mb) including architectural drawings
- Customised SmartForms for automated, dynamic & fillable company forms
- Qualified eSignatures that meet HMLR Safe Harbour requirements
- Firm own branding
- Single sign on
- Seamless integration into conveyancer’s client web journey
Accreditations/Awards
ISO27001: 2022,
Certified to the UK Government’s Digital Identity and Attributes Trust Framework as a Digital Verification Service (DVS).
2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service)
Integrations
MS Word, MS Dynamics, Advanced P4W, Cloudify, Intapp, Zylpha, iManage, Techedia, Xperate, Visualfiles, Proclaim, Actionstep, Futurbyte
User Testimonials
“Working in IT there is so much choice and you do get bombarded with sale enquiries and constantly chased as to when will you be ready to proceed but David and Tim did not pressure me or constantly chase me for follow up conversations, they let me take my time and go back to them when I was ready as I said I would.”
Trudy Hooper – IT & Business Operations Manager , Kerseys Solicitors LLP
“Not only were we impressed by the product itself, with the nuances developed specifically for law firms, we also found the team at VSiD to be supportive during the trial set-up and management process.”
Susan Glenholme – Managing Partner
Debenhams Ottaway
Links
Key Contact
Andrew Tuff
at@vsid.com
020 7965 7579
Full Profile
Partner Page – VSID
Finance
Company Details
Name of Company: Cashroom
Incorporated: 2008
Turnover: £5m – £10m
Timeline stages: Finance
Key Summary
Cashroom provides outsourced legal cashiering, finance and credit control services to law firms across the UK. Combining experienced legal finance professionals with innovative technology through The Cashroom Portal, the service helps firms stay compliant, improve financial visibility, and operate more efficiently without the cost and complexity of maintaining an in-house finance team.
Key Services
Accreditations/Awards
Modern Law Awards winner | LawNet preferred supplier | Xero gold partner | Scottish Legal Awards winner | Law Society of Scotland approved supplier
Integrations
Cashroom works with and integrates with a wide range of legal practice management and accounting systems, including:
- LEAP
- Actionstep
- Clio
- Smokeball
- PracticeEvolve
- Proclaim
- Open Banking payment integrations
- Confirmation of Payee technology
User Testimonials/Case Studies
“We have been working with The Cashroom for the past eight years and it has been a fantastic relationship throughout. We use Cashroom for their expertise in legal cashiering, management accounts, payroll and VAT returns, and consistently receive a reliable, high quality service.
Their team works brilliantly alongside our in-house team and delivers a secure, efficient and compliant finance function that supports our business as it continues to grow. Their flexible services, combined with a genuine personal touch, mean we have a finance function that fits our needs perfectly. Their processes work particularly well for our busy conveyancing team, helping us operate efficiently while maintaining the high standards our clients expect.”
Gareth Jones | Managing Partner | Easthams Solicitors Limited
Links
Key Contact
Alex Holt
T: 07817 420466
E: alex.holt@thecashroom.co.uk
Full Profile
Company Details
Name of Company: Hoowla
Incorporated: 2013
Timeline stages: Onboarding & Client Comms, Pre contract, Title Investigation & Enquiries, Post-contract/Exchange, Completion/Post Completion, Case/Matter Management, Finance
Key Summary
Hoowla is a cloud-based legal software trusted by 350+ UK law firms to manage conveyancing and other legal work all in one place. It handles case progression, document management, compliance, and client communication, giving teams a clear, organised view of every matter while cutting down admin and keeping work flowing smoothly.
Key Services
Software Setup & Onboarding
Support getting you up and running, including conveyancing client onboarding workflows.
Training & Support
Free training on demand and friendly UK‑based support to help your team learn the platform.
Data Migration
Expertise to migrate case, accounting, and document data from other systems.
Custom Workflow Configuration
Tailoring workflows to match your firm’s existing processes.
Ongoing Customer Support
Dedicated support team with phone help and same‑day responses.
Compliance Guidance
Tools and guidance for regulatory areas like AML and audit trails as part of onboarding and practice setup.
Software Updates & Maintenance
Regular, free software updates included with subscription.
Dedicated Account Management
Account team available to support setup, queries, and ongoing service needs.
Key Features
- Case Management: Track and manage matters with custom workflows and task automation.
- Document Management & Storage: Store, organise, version and automate document creation and management.
- Workflow Automation: Custom workflows and automated task lists keep cases progressing.
- Client Communication: Secure client portal with messaging, updates and document sharing.
- Office Accounting: Built‑in billing, invoicing and office ledger management.
- Client Accounting:Integrated legal accounts including client ledger tracking.
- Reporting & Compliance Tools: Dashboards, custom reports and compliance‑focused risk tools.
Integrations
HM Land Registry
The Law Society
Outlook 365
LMS
Xero
Confirmly
tmconnect
Signable
The Search Bureau
SearchFlow
PSG Connect
Quantas
& Many more
Plus, open API Access for Developers
Testimonials
“The support is amazing & the structure of the system is flexible enough to be changed for each individual company” – E.g Law
“Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.” – LPL
“Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.” – Threemo
Links
Key Contact
Hoowla
01792 687146
hello@hoowla.com
Full Profile
Company Details
Name of Company: Kord
Incorporated: 2019
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms, Finance
Key Summary
The gap between client identity and client money is a major fraud risk. Kord closes this gap by helping firms verify clients and move their money within a closed loop built on identity-bound rails. This allows firms to isolate risk, remain compliant, eliminate manual processes, and reduce fraud risk.
Key Services
Kord Data https://kord.com/products/client-due-diligence-software
Kord Pay https://kord.com/products/secure-payment-service
Kord Proof https://kord.com/products/aml-audit
Kord Custody https://kord.com/products/third-party-managed-account-solution
Kord Reliance https://kord.com/products/AML-reliance
Checkboard by Kord www.checkboard.com
Key Features
- AML/KYC
- Conduct rapid AML, KYC, source of funds, and financial history checks.
- Customise check bundles and workflows to meet compliance needs.
- Users can upload documents to verify their source of funds and financial history.
- Identity verification
- Get accurate and reliable KYC with face match, liveness checks, and ID scans.
- Users can simply upload an ID document and confirm their identity by cross-referencing it with biometric ID.
- The firm will then receive an ID verification report linked directly to that user.
- Payments
- Accept secure payments up to £1 million via Apple Pay, Google Pay, credit and debit cards, and open banking.
- Third-party managed accounts
- Hold and move client funds on secure, safeguarded third-party managed accounts built on identity-bound rails
- Ongoing monitoring
- Proactively and automatically screen clients across PEPs, sanctions, and adverse media lists to spot red flags as they emerge.
- Integrations
- Easily integrate Checkboard with your CRMs and onboarding flows via a simple three-step process
Accreditations/Awards
FCA authorised, ISO27001
Integrations
PLS, LexisNexis
More information: https://kord.com/developers
User Testimonials
Property technology provider Homey was searching for a technology partner to meet its ethos of ‘lightning transactions’. It wanted to develop a white-label app under its own logo and branding, built on robust onboarding and compliance infrastructure.
Kord developed a white-label app that put Homey’s brand front-and-centre, keeping its operations under the Homey logo, while retaining Kord’s onboarding, compliance, and reporting architecture.
Homey integrated this app with its existing systems, allowing it to automatically pull reports between them. As soon as a client completes their checks on the app, Homey’s solicitors and agents receive a report linked to the client account, which they can download from the Kord dashboard.
https://kord.com/resources/case-studies/homey-lightning-fast-conveyancing
Links
Key Contact
James Owusu
Founder and CEO
E: james@checkboard.com
T: 02045668106
Full Profile
Company Details
Name of Company: Legal Eye
Parent Company: PEXA
Incorporated: 2009
Turnover: £500k – £2m
Timeline stages: Onboarding & Client Comms; Case/ Matter Management; Finance
Key Summary
We work with law firms, providers of legal services and other corporate industries to ensure compliance and optimise performance.
Our extensive and thorough knowledge of the law and regulations will ensure your business is compliant and your processes sound. The advice we offer is clear and practical, and we pride ourselves on our exceptional customer service and unbeatable quality of work.
Key Services
https://legal-eye.co.uk/category/legal/
- AML audit and certification
- AML document review
- Annual risk assessments
- Compliance helpline
- Enhanced compliance audit – lender panels
- File reviews
- Risk and compliance gap
- CQS gap analysis
- Lexcel accreditation
- Legal Eye Quality Standard
- Bespoke consultancy
- Bespoke on site training
- Codes of Conduct training
- Complaints handling
- Enhanced AML training
- Legal Eye Academy
- Source of Funds and Source of Wealth training
- Policy store
Key Features
- Risk and Compliance Support
- Certification Support
- Training and Online Resources
- Policies and Procedures
Accreditations/Awards
- ‘Risk and Compliance Support Service of the Year’ – British Conveyancing Awards 2024
Integrations
Bespoke integration available on request
User Testimonials
https://legal-eye.co.uk/testimonials/
Links
Key Contact
E: bestpractice@legal-eye.co.uk
T: 02030512049
Full Profile
Company Details
Name of Company: Osprey Approach
Parent Company: Pracctice Limited
Incorporated: 1988
Turnover:
Timeline stages: Onboarding & Client Comms;Case/Matter Management;Finance;
Key Summary
Osprey Approach is an all-in-one legal accounting, practice and case management software solution, designed for SME UK law firms, that helps make running a law firm easier.
Our mission is to create tools and services that address the unique challenges faced by legal professionals in today’s fast-paced environment. Osprey helps to take advantage of cloud solutions to effectively manage hybrid teams, strengthen security and mitigate risk. The system helps firms ensure compliance, save time, improve visibility for operational leaders, and enhance client service so you stay ahead of your competition.
In addition to providing software solutions, we partner with firms to enhance professional development and maximise ROI on your investment. Our support, training, and data services, coupled with our legal professional communities and podcast and webinar series, help firms stay informed, prepared, and equipped to run a successful modern law firm.
Key Services
All-in-one accounting, practice, and case management software for conveyancers: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Implementation and data migration services – Fully project managed, all firms will be supported and guided through the implementation project, starting with a detailed project plan and including system set up and configuration, existing process reviews, training program, and data import: ospreyapproach.com/services/implementation/
Training services – you’ll receive role-based training as part of the onboarding, and all users will continue to receive unlimited training to maximise utilisation of Osprey. Access our help center 24/7 for how-to guides and videos, book trainer led one-to-one or group sessions, and enroll on interactive online courses: ospreyapproach.com/services/training/
Telephone-first support services – all users will have access to telephone-first support from our internal, UK-based support team who can help you with your queries and guide you through using the Osprey features. You’ll also have a dedicated Client Success Manager who will be your point of contact at Osprey and will provide regular account reviews to ensure Osprey is helping you meet your firm’s goals: ospreyapproach.com/services/support/
Key Features
Osprey provides an all-in-one legal accounts, case, and practice management software that helps conveyancers manage enquiries, progress transactions, and billing clients
Conveyancing overview: ospreyapproach.com/practice-areas/conveyancing-legal-software/
Matter management – centralise matter management into one platform to organise your files, data, tasks, and communications. Create documents, forms, send emails and texts: ospreyapproach.com/legal-matter-management-software/
Workflows – utilise our process workflows to save conveyancers time, reduce errors, stay compliant, and deliver quality service. We offer templated conveyancing workflows that can be customised or you can build your own: ospreyapproach.com/case-management/legal-workflow-automation-software/
Client ledger and billing – SRA compliant client ledger and billing software to help you manage client monies and bill clients easily: ospreyapproach.com/legal-accounting-software/legal-billing-software/
Client onboarding – streamline your onboarding processes with digital tools that help you effectively communicate, stay compliant, and capture data. Utilise Osprey with InfoTrack to complete ID checks, AML and VOFs: ospreyapproach.com/client-management-software/client-onboarding-software/
Client portal & mobile app – modernise your client service with convenient self-service portals. Share case updates, upload and collaborate on documents, capture data, and sign documents in the secure portal or app: ospreyapproach.com/client-management-software/client-portal-software/
Reporting – improve visibility across your department and firm-wide with extensive reporting tools. Osprey offers a suite of core reports, plus a custom report writer and an integration with Power BI for interactive dashboards that can connect several data sources: ospreyapproach.com/practice-management-software/reporting-bi/
Compliance – protect client data and reduce risk with compliance tools that help you stay SRA, Lexcel, and CQS compliant: ospreyapproach.com/practice-management-software/compliance-software/
Accreditations/Awards
ISO 14001 / ISO 9001 / ISO 27001 / Cyber Essentials accredited .
Integrations
Microsoft 365
Power BI
InfoTrack
DocuSign
Lexis Smart Forms
TextAnywhere
Coadjute
Links
Podcasts
Key Contact
Amy Bruce
Marketing Director
amy.bruce@ospreyapproach.com
03300 604 940
Nick Orme
CEO
enquiries@ospreyapproach.com
03300 604 940
Full Profile
Company Details
Name of Company: PEXA
Parent Company: Property Exchange Australia (PEXA)
Incorporated: 2020
Timeline stages: Pre contract, title investigation & enquiries; Post-contract/Exchange; Completion/Post Completion; Finance
Key Summary
PEXA sits at the centre of the property transaction; seamlessly handling financial settlement and document lodgement, delivering that moment with certainty, security and confidence. A secure digital platform, integrated with the Bank of England and HM Land Registry, our platform is designed for the nuances of the UK property market, reducing time and risks involved.
Key Services
Digital Property Settlement Platform: Provides secure, real-time digital infrastructure for property transactions, connecting lenders and conveyancers whilst validating title to ensure successful lodgement with land registry.
Fund Handling: Manages secure transfer of funds with precise tracking and verification, ensuring secure financial transactions. – https://www.pexa.co.uk/solutions/pexa-pay/
HM Land Registry Submissions: Automates title lodgment with HM Land Registry, reducing errors and ommissions.
Customer Support and Training: Dedicated help centre and training resources to support users through digital adoption and transaction management.
Collaborative workspace: Advanced platform that connects with PEXA’s digital infrastructure to allow direct collaboration between lenders and conveyancers. – https://pexa.my.site.com/PEXAHelpCentre/s/
Key Features
- Real-Time Digital Workspace: A secure, shared workspace where lenders and conveyancers collaborate on property transactions.
- Automated Fund Transfers: Facilitates secure, real-time movement of funds through integration to the Bank of England, reducing risk.
- Integrated Title Validation: Streamlines title search and validation within the workspace to ensure successful lodgement with land registry minimising errors and delays.
- Direct HM Land Registry Integration: Enables automated lodgment of title with HM Land Registry, reducing requisitions and administrative workload.
- Full Transparency: Provides visibility into transaction status enhancing accountability and trust.
- Access to PEXA’s Help Centre to assist users throughout the transaction process.
Product Video
Accreditations/Awards
- OPDA Accreditation in place
- Only Bank of England payment scheme dedicated to an asset class – Property
- Seventh net settlement scheme within the Bank of England
- FCA approved Authorised Payment Institution (API)
Integrations
- Bank of England
- HM Land Registry
- Optima Legal
- Clearbank API integration for payment execution.
- FNA (liquidity optimisation) (in process to be integrated)
- Open API Hub for industry
User Testimonials
First Fully Digital Transaction
Links
Podcasts:
- What is meant by ‘modernising’ the home move?
- PEXA Joins Legal News Wales as Community Partner to Drive Digital Transformation in Conveyancing
Key Contact
Angela Hesketh
T: 07976291178
E: angela.hesketh@pexa.com.au
Full Profile
Company Details
Name of Company: Redbrick Solutions
Incorporated: 2001
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms; Post-contract/Exchange; Completion/Post Completion; Case/Matter Management; Finance;
Key Summary
Redbrick Solutions provides a user-friendly legal case management system to progressive law firms. The software’s intuitive interface enhances efficiency with its logical process and rich functionality. Additionally, as a proud partner and investor of Klyant Legal Accounting Software, we offer seamless integration for managing all your accounting needs within a single, integrated system.
Key Services
Established in 2001, Redbrick Solutions is widely recognised as one of the leading legal case management software systems available on the market. With over 3000 conveyancers relying on our software daily, we stand as a trusted industry leader.
What we do:
Legal case management software: We have all of the functionality and integrations you would expect from a first-rate legal case management supplier, including Klyant Legal Accounting software, Client Portal, Onboarding, Digital Signatures, Real Time Case Updates, HM Land Registry e-DRS with digital AP1s, SDLT, First Title, Searches, Biometric AML, Source of Funds, and much more.
https://redbricksolutions.co.uk/what-we-do/
Redbrick’s software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Bespoke legal case management software: Our legal case management software contains a variety of features that can be completely customised to suit your requirements. From intelligent to-do lists to automatic email updates, online case tracking, and a safe and secure online document portal, we have everything you need so that your firm can stay ahead of the competition.
https://redbricksolutions.co.uk/products/bespoke-legal-case-management-systems/
Key Features
Fully customisable legal case management solution: From the outset we will work with you to design custom workflows, specific to your requirements (or you can choose to take our standard ones). Our 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.
Simple implementation process: Making the switch to a new legal case management system or implementing legal software for the first time can seem daunting, but with Redbrick it’s as easy as one, two, case management. Our seamless transition process ensures you can be fully operational in just a few weeks, allowing you to focus on delivering quality legal services.
Unique transactional business model, with additional flexible payment options available: We charge on a transactional basis for each active matter, a fee our clients typically pass on as a disbursement. Quotes are provided at no cost, enabling quick client documentation and follow-up without financial risk if the client doesn’t proceed. We also offer a fixed per-user, per-month fee, and other flexible payment options for those unable to pass on transactional fees.
Free support and maintenance: We do not charge any additional fees for support or maintenance, our one low transaction fee covers everything you will ever need. Our business model ensures that it is in our best interests to make sure the system works perfectly for you, from day one onwards, which is why clients have voted our customer support ‘Excellent’.
Klyant Legal Accounting software: Our partnership with Klyant provides our clients with a streamlined solution for managing all their accounting needs within a single, integrated legal case management system.
https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
HM Land Registry e-DRS with digital AP1s: Redbrick integrates with the Land Registry’s electronic Document Registration service (e-DRS), enabling clients to save time on registrations, minimise errors and reduce risk through electronic audit trails.
SDLT e-submission: Our SDLT integration saves 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.
Secure online document portal: Our secure document sharing portal enables your client to view and electronically sign confidential documents. You can seamlessly share documents and instantly email them to the relevant parties to reduce unnecessary delays and costs. Clients can also track the progress of their case here too.
24/7 online case tracking and agent tracking: With Redbrick, you can 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.
Two-way Outlook integration: Keep track of email correspondence effortlessly with our two-way Outlook integration, saving time and printing costs compared to manual filing.
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.
Product Video
Redbrick Solutions software preview: https://redbricksolutions.co.uk/unlock-the-power-of-seamless-legal-case-management/
Integrations
Klyant Legal Accounting Software: https://redbricksolutions.co.uk/partners/klyant-legal-accounting-software/
Armalytix: https://redbricksolutions.co.uk/partners/armalytix/
Credas: https://redbricksolutions.co.uk/partners/credas-biometric-id-checks/
Conveyancing Data Services: https://redbricksolutions.co.uk/partners/conveyancing-data-services/
CLS Property Insight: https://redbricksolutions.co.uk/partners/cls-property-insight/
Thirdfort: https://redbricksolutions.co.uk/partners/thirdfort/
Stamp: https://redbricksolutions.co.uk/partners/stamp/
The Search Bureau: https://redbricksolutions.co.uk/partners/the-search-bureau/
TPS Group: https://redbricksolutions.co.uk/partners/tps-group/
Confirmly: https://redbricksolutions.co.uk/partners/confirmly/
Yourkeys: https://redbricksolutions.co.uk/partners/yourkeys/
Links
Website: https://redbricksolutions.co.uk/
linkedin.com/company/redbrick-solutions
facebook.com/RedbrickSolutionsUK
Google reviews: https://bit.ly/3BNOZxt
Key Contact
Jo Hodges
Sales & Marketing Director
sales@redbricksolutions.co.uk
01572 770088