Recommended for System Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

What is Convert2Client?

  • What is Convert2Client?
  • How can Convert2Client help your Firm?

Getting a Conveyancing Quote & Instructing the Solicitor

  • The C2C Chatbot
  • The Fees Breakdown Box
  • The Conveyancing Quote Calculator
  • Instructing a Solicitor

The Convert2Client Portal

  • Accessing the C2C Portal
  • The Portal Homepage
  • Viewing your Quotes
  • Options for your Quotes
  • Sending a Client Care Letter

Convert2Client in Osprey

  • Checking the Data in Osprey
  • Searching for your Client

Portal Setup Options

  • Adding Portal Users & User Types Available
  • Setting Up Legal Fees
  • Styling & Website Integration
  • Amending the Client Care Letter
  • Price Transparency & Auditing

The Redundancy Calculator

  • What is the Redundancy Calculator?
  • Entering the Details & Calculating the Fees
  • Instructing the Quote

Redundancy Calculator Setup

  • Accessing the Portal
  • The Homepage
  • Viewing your Quotes
  • Options for your Quotes
  • Adding Portal Users & User Types Available
  • Setting Up Info & Fees
  • Styling & Website Integration
  • The Client Care Letter
  • Auditing