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 shown in the first few moments of contact with your firm.
LegallyQuoting is a business development and quote management solution for progressive conveyancing firms and departments. Define your services, ask the right questions and produce clear, correctly priced quotations. Clients can then instruct online, and your client care pack can be issued automatically.
It supports introducers, leads, quotes, follow up, instructions, onboarding and client feedback, helping firms meet transparency rules and drive positive behaviours across staff and introducers alike.
How it works
1
Define your services
Tell LegallyQuoting about the services you offer and the questions you need answered to produce detailed, accurate quotations, or start from predefined product templates.
2
Add the plugin to your website
Members of the public answer your questions and instantly receive a clear, correctly priced quotation. Matters you would not take on are declined automatically.
3
Receive your instructions
Clients instruct directly from their quotation using an instruction form you define, and your mail-merged client care pack can be issued straight away.
Why LegallyQuoting?
Risk management
Lender panel management, deposit country control, smart leasehold questions and transaction value rules filter out cases you would not want.
Introducers and referrals
Empower introducers and networks to quote on your behalf, then track, follow up and convert every quote in your pipeline.
Reporting and feedback
Detailed reporting and client feedback show how you are performing and where to adjust workload and pricing.
Integrates with your tech
An API can push instruction details into your case management system and notify your team the moment a client instructs.
Nothing to install
Cloud and browser based, with built in help and user access levels managed by your own team.
See it in action
Network referrals
Client feedback
Flex pricing
See LegallyQuoting working for your firm
Book a meeting with our team for a walkthrough and a conversation about how you handle new enquiries today.
Book a meeting