Following key steps throughout the conveyancing process helps protect leasehold and commonhold clients.

Providing your clients with appropriate advice, and for leaseholders ensuring the relationship between the landlord and client is clearly understood, is imperative for a smooth transaction. Not all lease and commonholds will provide full identification of the demise so this should be checked carefully and communicated with your client along with any additional information. Providing clear communication can be a challenge faced by firms but can be managed effectively through Redbrick’s legal practice management software. Redbrick functionality such as email and SMS updates, secure document sharing portal and online questionnaires provide the user with multiple features to communicate in the most efficient way with their clients.

Leasehold and commonhold transactions can be deemed a risk for factors such as repair on the premises and ensuring there are no gaps so that neither party is liable for the repair. Therefore, risk management is another key area to protect you and your clients. Redbrick’s case management software provides a full audit trail of everything that has happened on a matter which is stored in one easy to access place. Redbrick also enables firms to set permission levels for managers to oversee and sign off important tasks. Signing off tasks throughout the matter ensures a smoother transaction whilst delivering a high level of service.

Redbrick can help firms ensure that the conveyancing process not only runs smoothly but that any important steps are not missed. If you would like to find out more information about Redbrick’s legal case management software, then get in touch with a member of the team today.