1
Open a purchase file
Create a new client file. Free-core conveyancing tools attach so work stays in one place.
Happy path
Three steps to a working fileA simple path for each purchase.
From a new client record to letter-ready essentials, without hunting across shared drives.
2
Fill essentials once
Parties, property, price and key dates. Letters, forms and diary entries read from the same record.
3
Produce and track
Generate letters and forms, store them on the file, and surface deadlines on the firm calendar.
In the app
What you actually see
Clients register, firm calendar and the tools grid. Captured from the Windows app.
