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Quotes that win you more instructions

tmQuote lets you produce clear, branded conveyancing quotes quickly, manage your own fees, and see which quotes turn into instructions.

  • Branded, clear quotes. Quotes carry your brand and set out fees plainly, the way the regulator expects.
  • Fees you control. Manage and update your own fee structures yourself, without waiting on anyone to do it for you.
  • Quote to instruction tracking. See which quotes convert, and follow up the ones that have not.
  • Connected to your case management. An accepted quote can flow into your systems, including Redbrick, so it becomes a matter without rekeying.

How it works

  1. Build a quote with your fees and your branding.
  2. Send it to the client, or let them request one themselves.
  3. Track it through to instruction, and straight on into onboarding.

The firms that win the instruction are usually the ones that quote quickly and clearly. tmQuote gives your team a fast, consistent way to do that, keeps you in control of your own pricing, and shows you where the work is coming from.

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Why this matters now

AML sits at the centre of a conveyancer’s duty of care, and the standard expected of firms keeps rising. Onboarding is the first thing a new client experiences, and the first place a transaction can stall. tmVerify lets you confirm identity and funds quickly, give clients a check they can complete in minutes from home, and keep a defensible record without adding admin to your team’s day.

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Frequently asked questions

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“text”: “Yes. tmQuote lets you set and update your own fee structures, so you are not waiting on anyone to change a price for you.”

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It is a tool that lets a firm produce conveyancing quotes for prospective clients, manage its fees, and track which quotes lead to instructions.

Yes. tmQuote lets you set and update your own fee structures, so you are not waiting on anyone to change a price for you.

Yes. An accepted quote can flow into your case management, including Redbrick, so the matter is set up without rekeying the details.

Yes. tmQuote tracks quotes through to instruction, so you can see your conversion and follow up the quotes that are still open.