Conveyancing Case Management Software

Legal Bricks, part of Access Legal, offers law firms a customised online property search platform that simplifies and speeds up the conveyancing process. Legal Bricks is integrated with our case management solution so you can perform all the relevant searches and checks within the system itself and the results are returned directly to the matter. Access Legal also integrates with other search and identity providers.

Legal Bricks products include:

• Conveyancing searches
• AML checks
• Biometric ID checks
• Client portals
• Quotation and referral system

Our conveyancing software’s online case tracking can automatically publish selected matter data to a secure website — enabling your practice to make information available to private clients, estate agents and referrers around the clock, without picking up the phone, or putting pen to paper.

• Single Data Entry Minimize inefficiencies by entering vital data just once. Clients with inferior debt profiles are automatically updated in the case management system
• Automated Matter Management Track complex, essential matters, engage with clients and manage day to day activities in one simple to use system
• Document & Data Management Drive performance by producing and accessing all critical, relevant documentation in a central digital library that is completely indexed and searchable, as well as selecting and combining any number of case papers into one single paginated PDF pack
• Task Management Maintain vital customer attention with comprehensive communication and calendar management, case activity tracking, and automatic reminders
• Data Security Manage all aspects of case and practise management in a safe, dependable environment with cutting-edge security protections. Ensure commercial performance by constructing budgets, keeping track of time spent, and completing the correct invoices and court papers.

• Complete property searches, obtain official title and submit forms to Land Registry from within your case management system.
• Submit Stamp Duty online, with rates and calculations always kept up to date.

Ensure commercial performance by building budgets, recording against time spent and preparing the right bills and appropriate court forms.

• Commercial control Measure and understand every part of your cost and revenue streams with integrated reporting and analytical instruments
• Cost management Ensure commercial performance by constructing budgets, tracking time spent, and completing the proper invoices and court paperwork

Our workflows follow CQS Protocol stages but if they do not match your business requirements, you can make any changes you like to streamline with your current and future needs.

• Claims Workflow management Manage claims more effectively by lowering processing time on each case and delivering a better customer experience, all while saving costs.
• Client & Workflow management Manage GDPR workflows, integrated inside Access Legal Case Management software, which may be pre-defined or customised to guarantee cost savings and continuing compliance, including the exchange of documents and case status through an online portal
• All areas of law Our workflows support all legal fields, including conveyancing, personal injury, debt collection, durable power of attorney, probate, employment, family, mediation, criminal, expenses drafting, and financial claims

Client experience is enhanced with a suite of onboarding tools including Biometric checks, AML & PEPS searches.

• Instant online quotes With our Opportunities module, you can present potential customers with an online quotation form, enabling them to obtain an immediate online estimate for your services. This information is then recorded in real-time in your case management system, enabling you to monitor conversions and easily convert prospects into customers
• Claims management Enhance your case management of claims by decreasing the time spent processing each case, enhancing the quality of service your customers get, and boosting your bottom line
• CRM and business development Drive practise effectiveness by combining social media, direct contact, and referrals into client-focused interaction

Access Legal conveyancing software offer unrivalled integration capabilities with both our own toolkit and 3rd party providers unlocking limitless efficiencies including completing property searches from within the case management software.

• Integrated automation tools Increase productivity via the use of a complete collection of integrated tools, including digital dictation and transcription, text and communication, and online quotations
• Digital dictation Record and revise talks in real time using our transcription tool, which is immediately linked to your case file
• Text messaging Fully integrated SMS text messaging is accessible at the push of a button and can be included into complete, pre-configured processes to automatically send messages at important stages of the matter
• 3rd Party Integrations  Create a comprehensive suite of solutions by integrating with over 100 industry-leading third-party solution providers in the legal and commercial sectors

Power the understanding of your firm’s performance through a comprehensive suite of dashboards, reports and business intelligence.

• The reporting suite allows in-depth interrogation of any element of data that sits in Access Legal Case Management Conveyancing software suite including client reports on all aspects of a purchase.
• Reports can be scheduled to auto-run at set times and dates, and be automatically distributed to pre-defined contacts.

Improve the speed and accuracy of TA Form completion

We have a full catalogue of digital TA forms, with Law Society accredited TA6, TA7 and TA10 forms, helping you to comply with the CQS Conveyancing Protocol.

Our TA forms are all digital, meaning you can send the forms to your clients instantly. They can then complete the forms as and when, with the form auto saving as they go so they’ll never lose their progress and you can keep track of their progress in real-time. They’ll be guided through the form step by step, making what can seem complex to the layperson much more simple.

Your client will also be able to digitally sign the forms and return them instantly, drastically improving the time to completion. The forms will also self-validate ensuring that the information entered is accurate and saving you time in correcting or questioning information later on.