Arrow Conveyancing is a family-run business, specialising exclusively in conveyancing; they pride themselves on delivering services to the highest of standards.

Integrating Thirdfort within Redbrick’s legal case management software came from the need to improve their AML process, which was largely manual and time-consuming. Clients often misunderstood instructions or submitted unclear ID documents, leading to delays and increased admin. Staff found reports difficult to interpret and limited if clients couldn’t provide more detail. As well as a more efficient, user-friendly solution, ensuring it met HMLR Safe Harbour standards was also of high importance.

Megan Fisher, Operations Manager at Arrow Conveyancing, comments,

“Integrating Thirdfort with Redbrick Solutions has benefited our conveyancing process from start to finish. Using Thirdfort has removed the manual aspect of Anti-Money Laundering checks and source of funds, allowing clients to complete everything via the mobile app. Once the invitation is sent through the milestones in our Redbrick case management, the team can focus on other tasks instead of manually downloading and uploading clients’ ID documents and proof of address. The app allows clients to upload everything themselves, and any queries are handled by Thirdfort. Once the check is complete, it imports into Redbrick, removing the manual element we had previously.“

Arrow Conveyancing reported the following changes in their firm since implementing their new AML process, with Megan adding, “Gamechanger. We’ve completely automated our AML and client onboarding—saving hours, improving accuracy and enhancing the client experience.”

Client Experience
Clients feel more confident using open banking and mobile uploads, leading to better satisfaction and trust.

Accuracy & Organisation
Reports are easier to interpret and automatically stored, reducing errors and improving turnaround times.

Efficiency & Cost Savings
Manual tasks have been halved, freeing staff time and cutting admin overheads.

Improved Onboarding
Onboarding times significantly reduced, with clients able to complete compliance checks on the same day.

Thirdfort’s integration with Redbrick Solutions makes it easy for you to get the information you need to get it done. Instead of struggling with paperwork, clients can complete ID verification and Source of Funds in Thirdfort’s app in minutes, and the reports are instantly available on the Redbrick case management platform. No phone calls, printers, or parking, just one simple user journey. 

For more information, please visit thirdfort.com or redbricksolutions.co.uk.

The complete legal conveyancing case management software solution
Redbrick’s software has been specifically designed to be user-friendly, featuring an intuitive interface familiar to all legal professionals. We have been in the industry for over 20 years and have won multiple awards, so you can have peace of mind knowing that you have a trusted partner by your side.

We deliver all of the functionality and integrations you would expect from a first-rate legal case management supplier, including HM Land Registry e-DRS with digital AP1s, a secure document portal, electronic signatures, two-way Outlook integration, SDLT, and of course Thirdfort’s ID, AML and Source of Funds checks.

Who are Thirdfort?
Thirdfort’s client due diligence platform protects regulated professionals, and their clients, from fraud and money laundering.

They help more than 1,500 businesses keep moving in a world of ever-changing regulations and rising fraud.

Their platform combines automated ID verification, anti-money laundering and Source of Funds checks to make client due diligence simple and secure.

Thirdfort & Redbrick Integration
Thirdfort’s integration with Redbrick Solutions makes it easy for you to get the information you need to get it done. Instead of struggling with paperwork, clients can complete ID verification and Source of Funds in Thirdfort’s app in minutes, and the reports are instantly available on the Redbrick case management platform. No phone calls, printers, or parking, just one simple user journey. 

Discover how your firm can manage conveyancing matters digitally with Redbrick Solutions conveyancing case management by downloading our brochure or request a software demo.