Documentation

1. Introduction to ConveyQuote

Welcome to the modern standard for conveyancing intake. ConveyQuote allows solicitors and conveyancers to generate accurate, compliant fee estimates in seconds, track client instructions, and automate the onboarding process.

2. Account Setup & Branding Essential

Before you send your first quote, you must configure your firm's identity. This ensures all documents sent to clients look like they came directly from your office.

A. Firm Details

Navigate to My Profile Under your Dashboard. Enter your Firm Name, Address, and Support Email. These details appear on the footer of all emails and PDFs.

B. Visual Branding (Logo) Pro Plan

You can upload your firm's logo (PNG/JPG) to make Generated PDF More Professional. To set Logo Goto Dashboard > My Profile

C. Digital Signature Pro Plan

Upload an image of your signature. This is automatically placed at the bottom of every PDF quote, adding a personal and professional touch. To set Signature Goto Dashboard > My Profile

3. Fee Structure Configuration Pro Plan

The calculator is powered by your specific pricing model. Go to Manage Fees to configure this.

• Legal Fee Strategy: Choose between a Fixed Fee (e.g., £850 flat) or a Sliding Scale (fee increases with property price).
• Leasehold Supplement: Set a fixed additional fee that is automatically added if the client selects "Leasehold".
• Disbursements: Add unlimited custom fees (e.g., ID Check, Bank Transfer, Search Pack).

Smart Triggers: You can set disbursements to trigger only under certain conditions. For example, set a "Help to Buy Fee" to appear only if the user selects "Shared Ownership", or set "ID Check" to multiply by the number of buyers.

4. Generating a Quote

Click New Quote on your dashboard. The form is designed for speed.

1. Enter the Purchase Price and Tenure.
2. Select client attributes (First Time Buyer, Second Home, Mortgage).
3. Enter client name and reference.
4. Click Generate.

The system instantly calculates:

• Your Legal Fee (Base + Supplements)
• VAT (at your configured rate)
• HMLR Registration Fee (based on price & submission method)
• Stamp Duty (SDLT) including all relief and surcharge logic.

5. Lead Management (CRM)Pro Plan

Your Dashboard acts as your pipeline overview. Every quote generated creates a "Lead".

Case Files: Clicking "View Case File" on any lead opens the CRM view. Here you can add internal notes ("Called client, left voicemail"), track key dates (Mortgage Expiry), and view uploaded documents.

6. Client Portal & Onboarding Pro Plan

When you send a quote, the client receives a secure link to their Digital Proposal.

Before Instruction:

The client sees a professional breakdown of the costs. They can click a "Instruct Us Now" button to accept the quote instantly. This updates your dashboard to "Instructed" and notifies you via email.

After Instruction:

The page transforms into a Client Hub:

• Live Tracker: Clients see a progress bar (e.g., "Searches Ordered", "Enquiries Raised") which you update from your dashboard. This reduces "chasing" phone calls.
• Secure Upload: Clients can upload photos of their ID (Passport) and Proof of Funds directly through this page. You can view these in the "Documents" tab of the Case File.

7. Pro Features (Automation) Pro Plan