The system allows advisers to quote, re-quote, save/store, instruct and manage instructions.

Our case management includes active milestone tracker, messaging, solicitor details with biographies and client details. We provide an interactive home screen with a suite of management information.

Advisers and clients can receive email/sms updates. You can create client IDs for individual client case tracking.

Our system produces completely accurate PDF quotes, which are guaranteed if all information is input accurately.

Our system can be white labelled for your firm with your branding so your clients can login and quote, with your referral fee pre-set.