Conveyancing Workflow Module for Advanced Partner 4 Windows

The Legal Shop helps law firms using Advanced Partner 4 Windows, formerly Tikit Partner 4 Windows, improve conveyancing workflows for sale and purchase matters.

Our conveyancing module is designed to make better use of your existing case management system by guiding users through the key stages of a conveyancing transaction, prompting for the right information, generating the relevant documents and helping the team work in a more consistent way.

The aim is simple: reduce duplicated administration, improve workflow control and help your conveyancing department use Advanced Partner for Windows more effectively.

What the Conveyancing Module Does

The module creates a structured menu of actions for sale and purchase files. Users are guided through the transaction step by step, with each stage linked to the information, checks, documents and follow-up actions needed at that point in the matter.

• Guided sale and purchase workflows.
• Client and matter data capture.
• Automatic population of parties and matter screens.
• Automated document generation and filing.
• Contract pack and document production.
• Mortgage, redemption and source of funds prompts.
• Exchange and completion workflow support.
• Completion statement and additional charge capture.

Sale Workflow Support

For sale matters, the module can guide users through stages such as file opening, client care documents, memorandum of sale, title information, contract drafting, replies to enquiries, exchange, completion preparation and completion statement work.

The workflow can prompt users for the information needed at each stage and then use that information to produce documents, populate forms and file documents into the correct matter folders.

Read the sale workflow overview

Purchase Workflow Support

For purchase matters, the module can support client data capture, source of funds and mortgage information, memorandum of sale details, contract pack review, searches, enquiries, report letters, exchange, completion and post-completion work.

It can also help with practical checks such as leasehold/freehold status, mortgage offer details, search requirements, completion timing and additional charges that should be reflected in the financial statement.

Read the purchase workflow overview

Document Production and Filing

A key benefit of the module is that routine documents can be generated from the information already captured in the workflow. Where appropriate, documents can be populated, printed if required and filed into the relevant matter folders for later review.

This helps reduce manual administration and makes it easier for fee earners and support staff to follow a consistent process.