Quote Management Made Simple

Create, filter, and convert quotations into actionable matters in seconds – all within a secure, intuitive interface built for UK solicitors.

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Why Quote Management Matters

In a fast-moving conveyancing practice, every minute spent searching for a quotation or manually turning a quote into a matter is time taken away from client service. Our Quote Management module eliminates these inefficiencies by delivering a single, searchable hub where every quotation lives, is tracked, and can be instantly turned into a matter.

Instant visibility of all active and upcoming quotes.
One-click conversion from quote to matter for sale, purchase, remortgage, transfer of equity or any custom quote type.
Automated follow-up alerts keep you on top of pending instructions.
Full audit trail of who created, edited, and sent each quotation.

Powerful Filtering & Search

Find the exact quote you need in moments. Filter by status, introducer, date range, product type, or whether the quote has already been converted. A global search box lets you locate a quotation by reference, client name or introducer with predictive suggestions.

Quote Follow-up

Don't waste opportunities, follow up on quotes and try to convert them. Record your progress and the reasons why you fail to win business. Run reports to see what is and isn't working for your firm.

Feature Highlights

Dynamic Filters

Toggle between “All Quotes”, “Follow-Up Needed”, “Expired”, and “Converted”. Combine filters to drill down to the exact slice of your pipeline you need to review.

Email Directly

Send your quotations directly to potential new clients directly by email. The client can instruct online upon viewing the quotation.

One-Click Matter Creation

Select a quotation that's been instructed, and instantly generate a new matter. The system automatically copies client, property, and fee information into the new matter, ensuring consistency and saving hours of manual entry.

Follow-Up Status Tracker

Mark quotations as “Follow-Up Required”, set due dates, and let the dashboard surface overdue items. Never miss a deadline again.

Print-Ready Views

Generate a printer-friendly version of any quotation in seconds. Ideal for client meetings or hard-copy filing.

Real-Time Dashboard Metrics

See at a glance how many quotes are pending, how many have been converted, and the total value of your pipeline. Data-driven decisions become second nature.

Designed for Solicitors, By Solicitors

Every element of the Quote Management module has been built from the ground up with the unique demands of UK conveyancing in mind. From the moment a sales team drafts a quotation to the point where a solicitor turns that quote into a matter, the workflow is seamless, auditable, and fully aligned with professional practice standards.

Key practice-specific considerations include:

Support for the full range of property transactions – Sale, Purchase, Remortgage, Transfer of Equity.
Add your own custom quotation types
Automatic handling of dual-matter scenarios when a single quote covers both sale and purchase.
Clear visibility of introducer details to meet referral-fee tracking requirements.
Configurable follow-up rules that reflect your firm’s internal SLA policies.

Boost Productivity Today

Turn the cumbersome task of managing quotations into a competitive advantage. Faster quote turnaround, reduced administrative overhead, and a clear pipeline view empower your team to focus on what matters most – delivering exceptional client service.

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Smart Legal Case Management Software

020 3904 1691