Managing quoted clients


This guide looks at how to update the status of quotes sent to clients to help you manage your potential pipeline of instructions.

Please note: In order to create a conveyancing quote you must firstly have a conveyancing calculator setup for your firm. Read this guide for help setting up your conveyancing calculator.

 

Determine if a client has been quoted at a glance

Your PEOPLE list not only displays your clients and some of their details but also displays if they have been sent a conveyancing quote.

 

The hyphen (-) indicates that a quote hasn’t been created for the client yet

conveyancing-quote-not-created-yet

 

The exclamation mark (!) indicates that a quote has been created but not yet sent to the client

conveyancing-quote-not-sent-people-list

 

The tick indicates that a quote has been created and sent to the client

conveyancing-quote-sent-to-client

 

 

How to manage your pipeline of potential conveyancing instructions

Once a conveyancing quote has been created for a potential client, quote statuses can be used to help you manage where the client is in their decision making process.

 

Quotes can be categorised into the following statuses:

Pending – when quotes are created they are automatically set as pending

Contact Attempted – you have tried to contact the client to discuss their potential instruction

Contacted – you have discussed the clients potential instruction with them but they have yet to make a final decision

On Hold – the client isn’t ready to make a decision yet

Accepted – the client has accepted the instruction

Rejected – the client has decided not to instruct

Ready To Instruct – this status groups clients ready for staff to create their case

Acknowledged – this status is particularly useful for informing referrers who have provided a conveyancing quote on your behalf that you ‘acknowledge’ the referral.

 

To change the status of a conveyancing quote open the clients person record and next to their quote select the appropriate status from the drop down and then select update.

update-conveyancing-quote-status

 

From the PEOPLE list you can then use the filters to display clients based on their quote status.

filter-clients-conveyancing-quote-status