Custom systems / Solicitors and surveyors
Custom business systems for solicitors and surveyors
Professional work is referred, mostly. Conveyancing comes from estate agents and brokers. Surveying comes from lenders, brokers and buyers. The firms that grow are the ones who keep their referrers close and answer enquiries the same day, not the ones with the best website.
Your week
The estate agent who stopped sending work
A branch manager who sent you two conveyancing jobs a month has gone quiet. Nothing happened, as far as you know. No complaint, no fee dispute. Another firm rang them weekly, quoted same day and sent updates their vendors could see. You find out at a networking breakfast, six months later, when someone mentions where those instructions go now.
Who we would contact for you
The people we would ring on your behalf
We build this list from your area and the work you want, inside a radius you set. You approve every batch before anything goes out.
Estate and letting agents
Branch managers and conveyancing teams who steer buyers and vendors toward a solicitor, every single week.
Mortgage and insurance brokers
Brokers asked for conveyancer and surveyor recommendations at the exact moment the client needs one.
Accountants and tax advisers
Practices whose commercial clients need a solicitor for terms, leases and shareholder work, sent as referrals.
Developers and landlords
Buyers of plots and portfolios who need surveys and lease work done fast, and who buy again every few years.
What the outreach would say
An example of what goes out
First message, sent under your name
"Hi [name], I run [practice] in [town]. When a sale on your books goes under offer and the buyer asks who to use for conveyancing, do you keep a short list of local firms? We quote fixed fees same day and our clients can see where their case is at any time, which reflects well on the agent who sent them. Can I send our fee sheet over?"
Nothing goes out without you. You see the list, the wording and the replies, and the conversation stays yours.
Your maths
One sentence, in your numbers
One conveyancing referral a week across the year pays off the build. A single commercial client covers the yearly fee several times over.
What it looks like in the system
Your outreach call list
The list starts with the businesses nearest your base, and every call is logged with an outcome so nothing gets lost and nobody gets called twice by mistake.
blueprint / outreach / call list
6 contacts
Business
Contact
Area
Status
Street and Smith Estate Agents
Bex Rawlings
St Albans
Fee sheet delivered to the branchMeridian Mortgage Advice
Carl Abensour
Watford
Left message, trying the brokerAdeyemi and Fell Surveyors
Grace Adeyemi
Hatfield
Referral terms agreedPiggott and Vane Accountants
Hugh Sansom
St Albans
Interested, fee sheet sentColne Developments
Ron Tresler
Watford
Has a firm on the panelHyland Property Group
Ines Batista
Hemel Hempstead
Wants a quoteSample rows. Your list is built from the real businesses inside your radius, and every call is logged with its outcome.
Where work gets lost
The four ways this trade leaks money
Enquiries taken by phone while you are with a client, and half of them never call back after you do.
Referrers, the estate agents, brokers and accountants who send work, never contacted between the jobs they send.
Clients ringing for case updates because nothing shows them where the case is.
Billing done in arrears at month end, with fee earners' time never recorded properly.
How the system brings in more work
Growth, first
Built around who this trade actually sells to.
- Automated outreach to estate agents, brokers and accountants who refer conveyancing and survey work.
- A call list of referrers in your patch, with every outcome recorded.
- Automatic case updates to clients, so the phone rings less and trust holds.
- A website that states your fees and process clearly, so enquiries arrive ready to instruct.
What else it handles
The operational side, sorted
Results
What it's done for real businesses
Real results for Solicitors and surveyors businesses - coming soon. We only publish quotes and numbers we've been given permission to use.
Pricing
Plain numbers
The setup fee covers the build. The yearly fee covers hosting, monitoring, updates, fixes and support, cancellable with 30 days notice.
Website
£350 to build
£150 a year to run
For businesses with no website, or with one that isn't generating results.
- A website built for your trade, effective on iOS and Android
- Enquiry form feeding a database you own, not a lost inbox
- Automatic confirmation to anyone who enquires, so nobody goes quiet
- Google reviews pulled in automatically
- Set up to show for local searches in your area
£150 a year is less than most trade businesses spend on a single month of advertising that does nothing.
Website + Core System
£1,800 to build
£360 a year to run
You're already getting enquiries. This package makes sure none of them go to waste and brings in more on top.
Everything in Website, plus:
- Automated outreach contacting potential customers for you every day
- A prioritised call list so you always know who to ring next
- Quoting built around your own pricing, so quotes go out in minutes
- Job tracker showing what's booked, what's done and what's owed
- Automatic follow-ups to customers after a job
You pay once, you own it, and it keeps running whether or not you renew.
If it brings in one extra job a year, it's paid for itself.
Complete System
£3,500 to build
£600 a year to run
For businesses with staff, vans, or several jobs running at once.
Everything in Core, plus:
- Crew management and job assignment
- Clock in and out with location logged
- Photo-verified quality checklists on every job
- Certification and compliance tracking with renewal reminders
- Invoicing and payment tracking
- Reporting showing where work actually comes from
You pay once, you own it, and it keeps running whether or not you renew.
Book a free 15-minute call
Book a call, or message us on WhatsApp. We answer between 8am and 6pm, Monday to Friday.