New matters prepared properly from day one
Slow onboarding creates avoidable chasers before the legal work has even started. We support conveyancing file opening, client onboarding for conveyancing, ID request tracking, source of funds chasers, matter data entry and initial correspondence.
- Instruction forms, client care packs and initial letters prepared from your templates.
- Case management setup in systems such as LEAP, Hoowla or your internal workflow.
- Missing information tracked clearly before the file reaches a fee earner.