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