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Streamline your conveyancing quotes

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Written by Huzayfah Patel
Updated over a month ago

Why streamlining your conveyancing quotes is important

Providing quick and accurate conveyancing quotes is essential, as it directly impacts client satisfaction, trust, and the firm's competitive edge. Promptly delivering accurate quotes demonstrates responsiveness and professionalism, enhancing the overall client experience. Accurate quotes build trust and transparency, setting clear expectations for the client and reducing the likelihood of disputes or misunderstandings during the conveyancing process. In a competitive legal market, the ability to provide swift and precise quotes can differentiate your firm, attracting and retaining clients who value efficiency and reliability. Ultimately, quick and accurate conveyancing quotes not only benefit the client but also contribute to your firm's reputation, client retention, and overall business success.

What you can do to streamline your conveyancing quotes

  • Web Quoter allows the public to access the conveyancing quoting system 24/7. These quotes can be instantly reviewed by the potential customer, and can be sent direct to Access Legal Case Management to be managed in-house.

  • The Admin area of Web Quoter, will give options to add specifics about your organisation such as company logo, branding and colour, bespoke messages etc. This customisation allows your firm to reinforce brand identity and incorporate bespoke messaging to tailor the user experience and communicate specific information to clients.

  • The Admin area of Web Quoter, give you the ability to tailor all your fees. These can be managed at any time, with the updates showing instantly.

  • Integrate Web Quoter with Access Legal Case Management and Opportunities to enable fee earners and support staff to raise quotes and instantly send these out to the client. Fee earners and support staff can generate quotes over the phone to provide a quick and seamless service.

  • The Opportunities module will hold all quotes raised, streamlining the process of locating and editing quotes.

How to streamline your conveyancing quotes

Access our resources for guidance on how to streamline your conveyancing quotes:

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