Arrow Conveyancing is a family-run business, specialising exclusively in conveyancing; they pride themselves on delivering services to the highest of standards.
Integrating Thirdfort within Redbrick’s legal case management software came from the need to improve their AML process, which was largely manual and time-consuming. Clients often misunderstood instructions or submitted unclear ID documents, leading to delays and increased admin. Staff found reports difficult to interpret and limited if clients couldn’t provide more detail. As well as a more efficient, user-friendly solution, ensuring it met HMLR Safe Harbour standards was also of high importance.
Megan Fisher, operations manager at Arrow Conveyancing, commented:
“Integrating Thirdfort with Redbrick Solutions has benefited our conveyancing process from start to finish. Using Thirdfort has removed the manual aspect of Anti-Money Laundering checks and source of funds, allowing clients to complete everything via the mobile app. Once the invitation is sent through the milestones in our Redbrick case management, the team can focus on other tasks instead of manually downloading and uploading clients’ ID documents and proof of address. The app allows clients to upload everything themselves, and any queries are handled by Thirdfort. Once the check is complete, it imports into Redbrick, removing the manual element we had previously.”
Arrow Conveyancing reported the following changes in their firm since implementing their new AML process, with Megan adding:
“Gamechanger. We’ve completely automated our AML and client onboarding—saving hours, improving accuracy and enhancing the client experience.”
Client Experience
Clients feel more confident using open banking and mobile uploads, leading to better satisfaction and trust.
Accuracy & Organisation
Reports are easier to interpret and automatically stored, reducing errors and improving turnaround times.
Efficiency & Cost Savings
Manual tasks have been halved, freeing staff time and cutting admin overheads.
Improved Onboarding
Onboarding times significantly reduced, with clients able to complete compliance checks on the same day.
Thirdfort’s integration with Redbrick Solutions makes it easy for you to get the information you need to get it done. Instead of struggling with paperwork, clients can complete ID verification and Source of Funds in Thirdfort’s app in minutes, and the reports are instantly available on the Redbrick case management platform. No phone calls, printers, or parking, just one simple user journey.
For more information, please visit thirdfort.com or redbricksolutions.co.uk.
This article was submitted to be published by Redbrick Solutions as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer
