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 Head of Commercial Grace Beech (0330 1000 839 / Grace.Beech@todaysmedia.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: Checkboard
Incorporated: 2019
Turnover: £5m-£10m
Timeline stages: Onboarding & Client Comms
Key Summary
Checkboard helps conveyancers onboard customers quickly and simply. We allow organisations to conduct rapid KYC and AML checks, complete ID and address verification in global jurisdictions, and process client payments quickly and securely. This helps them isolate risk, remain compliant to regulatory demands, reduce manual labour, and improve customer satisfaction.
Key Services
Checkboard Pay: https://checkboard.com/our-products/pay
Checkboard Verify: https://checkboard.com/our-products/verify
Checkboard App: https://checkboard.com/credit-app
Integrations: https://checkboard.com/our-products/integration
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.
- Ongoing monitoring – Proactively and automatically screen clients across PEPs, sanctions, and adverse media lists to spot red flags as they emerge.
- Payments – Accept secure payments up to £1 million via Apple Pay, Google Pay, credit and debit cards, and open banking.
- Integrations – Easily integrate Checkboard with your CRMs and onboarding flows via a simple three-step process.
Accreditations/Awards
FCA authorised, ISO27001
Integrations
PLS, LexisNexis
Full CRM integrations: https://checkboard.com/our-products/integration
User Testimonials
Highly respected legal firm Harris & Harris wanted to maintain its rigorous standards of compliance in an increasingly complex regulatory environment without overwhelming its team.
Checkboard transformed Harris & Harris’s compliance process by automating client verification. Its comprehensive checks exceeded the level of detail required to meet strict regulatory standards, especially in conveyancing. Checkboard became an integral part of its workflow, delivering the speed, depth and accuracy that Harris & Harris required to meet its obligations, through:
- Streamlined processes
- Cost efficiency
- Enhanced compliance
- Improved client service
The result:
- Checks completed (as of May 2025): 5,600+
- Clients completing a check within one hour: 85%
- Time saved by Harris & Harris: 90%
Click to read the full case study here
Links
Key Contact
James Owusu
Founder and CEO
E: james@checkboard.com
T: 02045668106
Full Profile
Company Details
Name of Company: First4Lawyers
Incorporated: 2008
Timeline stages: Onboarding & Client Comms
Key Summary
First4Lawyers helps law firms grow their conveyancing caseload through a transparent, pay-per-lead model. Our F4LPlus platform delivers high-intent, pre-qualified leads directly to your firm—no retainers, no long-term contracts, just results. You only pay when a prospect chooses your firm.
Key Services
Key Features
- Transparent pay-per-lead model
- Only pay when a prospect choose your firm
- Conversion rates of up to 50%
- ROI of up to 905%
Product Video
Integrations
User Testimonials
Thorneycroft Solicitors:
“This is the first time we have used a platform like this and we have been pleasantly surprised at the results it has delivered us to date.”
“The platform is easy to use and lives up to the expectations we had. One of the most useful features of the platform is the instant messaging functionality, which enables the team to easily interact with potential clients and turn warm leads into hot prospects.”
More quotes here: https://145696498.fs1.hubspotusercontent-eu1.net/hubfs/145696498/Case%20Studies/Thorneycroft.pdf
Links
Key Contact
Paul Hurrell
T: 07990390339
E: paul.hurrell@first4lawyers.com
LinkedIn
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: On Point Data Ltd
Incorporated: 2023
Turnover: £2m-£5m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management; Report on Title
Key Summary
On Point Data Ltd is far more than a search provider. OPD delivers accurate, timely, and actionable data solutions that empower clients—and their end users—to make informed decisions about residential and commercial properties. Supporting every stage of the conveyancing journey, OPD stands out through its concierge-style service, particularly in the commercial sector, offering expert handling of enquiries that sets it apart from the competition.
Key Services
Customer Onboarding – AML/KYC/KYB/Soure of Funds: https://www.onpointdata.co.uk/customeronboarding
Conveyancing Searches – Custom built ordering profiles to suit client requirements, data cleansing & validation and enhanced data with additional context or insights:https://www.onpointdata.co.uk/conveyancingsearches
Title & Legal Indemnity Insurance: https://www.onpointdata.co.uk/titleandlegalindemnityinsurance
Compliance Support – Ensuring the your firm meets GDPR and other regulatory standards; we partner with subject matter experts and best in class product suppliers to help protect bot your firms reputation and bottom line: https://www.onpointdata.co.uk/yourduediligence
Consultancy & Advisory – Expert guidance on ‘across the spectrum’ conveyancing process and requirements. From onboarding to post-completion, On Point Data is a chosen, trusted partner.
Key Features
- Data Collection Aggregation & Validation – Gathering data from multiple recognised sources and ensuring accuracy, consistency, and reliability.
- Data Enrichment – Enhancing raw data with valuable context or insights.
- Custom Data Solutions – Tailored datasets to meet specific case/matter idiosyncrasies.
- Real-Time Data Delivery & Updates – Timely, accurate and professional communication demanded in this fast-moving sector.
- API Integration – Seamless data access through robust API services.
- Compliance & Security – Adhering to data protection and industry regulations.
Integrations
National Land Information Service (NLIS); every national drainage and water company; Groundsure; Landmark; Martello; Pinpoint; LMS (Confirmly); NAVRO (LC-5 & ART); 4Stamp; Thirdfort; Veriphy; CLS Property Insight; Actionstep
User Testimonials
“I used On Point Data’s concierge service for all searches required for the refinance of a commercial portfolio of 13 properties.
An outstanding service: swift communication from quoting to completion; a clear understanding of the requirements and processes; diligently pursued throughout; flexible reporting options; regular updates without prompt.”
Charles Hylton-Potts, Partner, Peacock & Co. Solicitors
Links
Key Contact
Kevin Johnson
Director
DDI: 01483 339916
T: 0300 373 2533
M: 07985 962919
E:kevin.johnson@onpointdata.co.uk
Full Profile
Partner Page – On Point Data
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: 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: 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 UK Government accredited Identity Service Provider helping 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 Smart 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
- Automated HMLR forms library e.g. TR1
- 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, ISO29115, ISO29003, Certified to the UK Government’s Digital Identity and Attributes Trust Framework.2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service) (DIATF) listed as an Identity Service Provider (IDSP)
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: 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: 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: On Point Data Ltd
Incorporated: 2023
Turnover: £2m-£5m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management; Report on Title
Key Summary
On Point Data Ltd is far more than a search provider. OPD delivers accurate, timely, and actionable data solutions that empower clients—and their end users—to make informed decisions about residential and commercial properties. Supporting every stage of the conveyancing journey, OPD stands out through its concierge-style service, particularly in the commercial sector, offering expert handling of enquiries that sets it apart from the competition.
Key Services
Customer Onboarding – AML/KYC/KYB/Soure of Funds: https://www.onpointdata.co.uk/customeronboarding
Conveyancing Searches – Custom built ordering profiles to suit client requirements, data cleansing & validation and enhanced data with additional context or insights:https://www.onpointdata.co.uk/conveyancingsearches
Title & Legal Indemnity Insurance: https://www.onpointdata.co.uk/titleandlegalindemnityinsurance
Compliance Support – Ensuring the your firm meets GDPR and other regulatory standards; we partner with subject matter experts and best in class product suppliers to help protect bot your firms reputation and bottom line: https://www.onpointdata.co.uk/yourduediligence
Consultancy & Advisory – Expert guidance on ‘across the spectrum’ conveyancing process and requirements. From onboarding to post-completion, On Point Data is a chosen, trusted partner.
Key Features
- Data Collection Aggregation & Validation – Gathering data from multiple recognised sources and ensuring accuracy, consistency, and reliability.
- Data Enrichment – Enhancing raw data with valuable context or insights.
- Custom Data Solutions – Tailored datasets to meet specific case/matter idiosyncrasies.
- Real-Time Data Delivery & Updates – Timely, accurate and professional communication demanded in this fast-moving sector.
- API Integration – Seamless data access through robust API services.
- Compliance & Security – Adhering to data protection and industry regulations.
Integrations
National Land Information Service (NLIS); every national drainage and water company; Groundsure; Landmark; Martello; Pinpoint; LMS (Confirmly); NAVRO (LC-5 & ART); 4Stamp; Thirdfort; Veriphy; CLS Property Insight; Actionstep
User Testimonials
“I used On Point Data’s concierge service for all searches required for the refinance of a commercial portfolio of 13 properties.
An outstanding service: swift communication from quoting to completion; a clear understanding of the requirements and processes; diligently pursued throughout; flexible reporting options; regular updates without prompt.”
Charles Hylton-Potts, Partner, Peacock & Co. Solicitors
Links
Key Contact
Kevin Johnson
Director
DDI: 01483 339916
T: 0300 373 2533
M: 07985 962919
E:kevin.johnson@onpointdata.co.uk
Full Profile
Partner Page – On Point Data
Pre contract, title investigation and enquiries
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: 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 UK Government accredited Identity Service Provider helping 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 Smart 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
- Automated HMLR forms library e.g. TR1
- 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, ISO29115, ISO29003, Certified to the UK Government’s Digital Identity and Attributes Trust Framework.2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service) (DIATF) listed as an Identity Service Provider (IDSP)
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: 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: 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 UK Government accredited Identity Service Provider helping 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 Smart 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
- Automated HMLR forms library e.g. TR1
- 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, ISO29115, ISO29003, Certified to the UK Government’s Digital Identity and Attributes Trust Framework.2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service) (DIATF) listed as an Identity Service Provider (IDSP)
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: 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: 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: On Point Data Ltd
Incorporated: 2023
Turnover: £2m-£5m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management; Report on Title
Key Summary
On Point Data Ltd is far more than a search provider. OPD delivers accurate, timely, and actionable data solutions that empower clients—and their end users—to make informed decisions about residential and commercial properties. Supporting every stage of the conveyancing journey, OPD stands out through its concierge-style service, particularly in the commercial sector, offering expert handling of enquiries that sets it apart from the competition.
Key Services
Customer Onboarding – AML/KYC/KYB/Soure of Funds: https://www.onpointdata.co.uk/customeronboarding
Conveyancing Searches – Custom built ordering profiles to suit client requirements, data cleansing & validation and enhanced data with additional context or insights:https://www.onpointdata.co.uk/conveyancingsearches
Title & Legal Indemnity Insurance: https://www.onpointdata.co.uk/titleandlegalindemnityinsurance
Compliance Support – Ensuring the your firm meets GDPR and other regulatory standards; we partner with subject matter experts and best in class product suppliers to help protect bot your firms reputation and bottom line: https://www.onpointdata.co.uk/yourduediligence
Consultancy & Advisory – Expert guidance on ‘across the spectrum’ conveyancing process and requirements. From onboarding to post-completion, On Point Data is a chosen, trusted partner.
Key Features
- Data Collection Aggregation & Validation – Gathering data from multiple recognised sources and ensuring accuracy, consistency, and reliability.
- Data Enrichment – Enhancing raw data with valuable context or insights.
- Custom Data Solutions – Tailored datasets to meet specific case/matter idiosyncrasies.
- Real-Time Data Delivery & Updates – Timely, accurate and professional communication demanded in this fast-moving sector.
- API Integration – Seamless data access through robust API services.
- Compliance & Security – Adhering to data protection and industry regulations.
Integrations
National Land Information Service (NLIS); every national drainage and water company; Groundsure; Landmark; Martello; Pinpoint; LMS (Confirmly); NAVRO (LC-5 & ART); 4Stamp; Thirdfort; Veriphy; CLS Property Insight; Actionstep
User Testimonials
“I used On Point Data’s concierge service for all searches required for the refinance of a commercial portfolio of 13 properties.
An outstanding service: swift communication from quoting to completion; a clear understanding of the requirements and processes; diligently pursued throughout; flexible reporting options; regular updates without prompt.”
Charles Hylton-Potts, Partner, Peacock & Co. Solicitors
Links
Key Contact
Kevin Johnson
Director
DDI: 01483 339916
T: 0300 373 2533
M: 07985 962919
E:kevin.johnson@onpointdata.co.uk
Full Profile
Partner Page – On Point Data
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 UK Government accredited Identity Service Provider helping 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 Smart 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
- Automated HMLR forms library e.g. TR1
- 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, ISO29115, ISO29003, Certified to the UK Government’s Digital Identity and Attributes Trust Framework.2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service) (DIATF) listed as an Identity Service Provider (IDSP)
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: 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: On Point Data Ltd
Incorporated: 2023
Turnover: £2m-£5m
Timeline stages: Onboarding & Client Comms; Searches; Completion/Post Completion; Case/Matter Management; Report on Title
Key Summary
On Point Data Ltd is far more than a search provider. OPD delivers accurate, timely, and actionable data solutions that empower clients—and their end users—to make informed decisions about residential and commercial properties. Supporting every stage of the conveyancing journey, OPD stands out through its concierge-style service, particularly in the commercial sector, offering expert handling of enquiries that sets it apart from the competition.
Key Services
Customer Onboarding – AML/KYC/KYB/Soure of Funds: https://www.onpointdata.co.uk/customeronboarding
Conveyancing Searches – Custom built ordering profiles to suit client requirements, data cleansing & validation and enhanced data with additional context or insights:https://www.onpointdata.co.uk/conveyancingsearches
Title & Legal Indemnity Insurance: https://www.onpointdata.co.uk/titleandlegalindemnityinsurance
Compliance Support – Ensuring the your firm meets GDPR and other regulatory standards; we partner with subject matter experts and best in class product suppliers to help protect bot your firms reputation and bottom line: https://www.onpointdata.co.uk/yourduediligence
Consultancy & Advisory – Expert guidance on ‘across the spectrum’ conveyancing process and requirements. From onboarding to post-completion, On Point Data is a chosen, trusted partner.
Key Features
- Data Collection Aggregation & Validation – Gathering data from multiple recognised sources and ensuring accuracy, consistency, and reliability.
- Data Enrichment – Enhancing raw data with valuable context or insights.
- Custom Data Solutions – Tailored datasets to meet specific case/matter idiosyncrasies.
- Real-Time Data Delivery & Updates – Timely, accurate and professional communication demanded in this fast-moving sector.
- API Integration – Seamless data access through robust API services.
- Compliance & Security – Adhering to data protection and industry regulations.
Integrations
National Land Information Service (NLIS); every national drainage and water company; Groundsure; Landmark; Martello; Pinpoint; LMS (Confirmly); NAVRO (LC-5 & ART); 4Stamp; Thirdfort; Veriphy; CLS Property Insight; Actionstep
User Testimonials
“I used On Point Data’s concierge service for all searches required for the refinance of a commercial portfolio of 13 properties.
An outstanding service: swift communication from quoting to completion; a clear understanding of the requirements and processes; diligently pursued throughout; flexible reporting options; regular updates without prompt.”
Charles Hylton-Potts, Partner, Peacock & Co. Solicitors
Links
Key Contact
Kevin Johnson
Director
DDI: 01483 339916
T: 0300 373 2533
M: 07985 962919
E:kevin.johnson@onpointdata.co.uk
Full Profile
Partner Page – On Point Data
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: 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 UK Government accredited Identity Service Provider helping 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 Smart 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
- Automated HMLR forms library e.g. TR1
- 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, ISO29115, ISO29003, Certified to the UK Government’s Digital Identity and Attributes Trust Framework.2023 – Winner Computing Cloud Excellence Awards (Most Innovative Cloud Product or Service) (DIATF) listed as an Identity Service Provider (IDSP)
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: 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: 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
