LegallyQuoting | Conveyancer Insights

LegallyQuoting enables your firm to quickly and accurately quote for the services you provide. Our powerful engine allows you to define your services, ask the right questions and to produce clear, correctly priced quotations. Furthermore, clients can instruct you online, completing an instruction form which is fully defined by you. The icing on the cake is the ability to merge and issue your client care pack directly to your clients for each product you offer.

For Conveyancing teams we have some advanced features like, Lender Panel Management, Deposit Country Control, Environmental API for additional reporting needs, Smart Leasehold Questions and Transaction Values to enhance your firm's Risk Management Profile and automatically decline to quote matters that you would not or cannot take on.

How It Works

Define your Services

Tell LegallyQuoting about the services you offer, providing the list of questions you need answered to produce detailed, accurate quotations; or use our predefined product templates.

Add the plugin to your website

The LegallyQuoting plugin will enable members of the public to complete your questions and instantly obtain a detailed, accurate quotation. Declining to quote on anything that you don't want to take on.

Wait for your instructions

You clients will be able to instruct you directly from their quotations. The instruction form will collect all the data you need to quickly onboard your case. Optionally, have LegallyQuoting can instantly send out your mail-merged client care pack to your client upon instruction.

Book a Demo

We've taken the 'sale' out of winning new business

People needing a legal service don't want to shop around, they want to engage with a business that values them. That value is invariably witnessed in the first few moments of contact with your business.

Historically, contact with your business meant someone making a call or sending an email enquiry, but all that has changed.

We're bringing new business engagement in to the 21st century and empowering firms to better control their own destinies.

Let's paint a picture

Imagine not losing track of any opportunities for your business.

New business can come from a phone call, a walk-in, business referral or a web enquiry. Traditionally it has been up to you, the provider of legal services services, to engage with every enquiry, but why should that be the case if it doesn't have to be?

Websites are an extension of your business and should be an engaging environment. We can enable your website to win new business 7 days a week. The choice is yours.

Do you have firms that introduce work to you?
Estate Agents and Financial Consultants are particularly keen to ensure that their customers use their preferred law firm. If that is you, we can provide them with access to delivering your quotes either in person or via their website 24/7. You can enable them to do the follow-ups and convert the instructions, or you can have all opportunities fall in to your internal quote management system to be followed up. The choice is yours.

We've got your back

We are here to support you with business development activities and to demonstrate quantifiable growth. All of the activities within the system can be interrogated so that you can see how your staff, your website and your introducers are all performing when it comes to winning new business.

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Why Choose LegallyQuoting?

Fast & Powerful

LegallyQuoting runs quickly, and has all the functionality you need to produce detailed and accurate quotations. Don't settle for inferior products that are slow and lack the flexibility to produce accurate quotations.

Your charges, with or without VAT

LegallyQuoting works with your method of accounting. You can choose whether to charge VAT or not on your fees and disbursements.

You can choose whether to add charges to your global legal fees, or whether to itemise them for your client.

View, manage and follow up on quotes

Sometimes it takes a little extra effort to get new business through the door. Optionally enforce the collection of Name, Email / Telephone from your client at the point of quotation, allowing your new business team to follow up on quotations to try to convert them.

Setup & Manage Your Own Introducers

LegallyQuoting allows you to setup and manage your own introducers. Grow your own network of introducers to drive business to your firm.

Merge & Send Out Client Care Packs

LegallyQuoting can take your instruction, branch, employee and firm data and mail merge it into a comprehensive client care pack for instant distribution to your clients. This greatly speeds up your onboarding at the point of instruction, making a good impression on your clients.

Cloud & Web-Browser Based

LegallyQuoting lives in the cloud, and runs in any modern web-browser. Sorry, but we don't support Internet Explorer.

Easy Learning Curve

Your staff won't need a degree in computer science to use LegallyQuoting. It is easy to use. You will not need to send anyone on a training course to learn the product. The help is built right in.

Define your own quote template

LegallyQuoting allows you to define your own quotation templates, giving you the flexibility to set fonts, colours, letterheads and footers. Our stitching feature allows you to provide a PDF to stitch before, and a PDF to stitch after your quotes, meaning your quotes can be sandwiched between professionally produced collateral.

Setup & Manage Your Own Users

LegallyQuoting allows you to setup and manage your own users. You can set the following levels of access:

Admin - with full rights
Normal User

Easy Integration

LegallyQuoting is written and maintained by experienced in-house developers. The means of integration with your CMS have been designed for simplicity and ease of use.

Our API allows your CMS to receive instruction details on a push-notification basis. You will also be notified by email of any instructions. The API can also push quotation details to you, if you prefer to follow up on quotations through another platform.

Technical documentation is available upon request.

Book a Demo

Head over to our fake law firm Bedder Legal Services website to get some quotes from the system and see how the quotes look and feel for your website visitors.

Please ensure that you email a copy of your quote so that you can see the quality of the attachment that is delivered.

If you would like to see the system that your teams will engage with, please book a demo.

Bedder Legal Services

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