Opening a case with a conveyancer

1. Click Contacts on the main toolbar
2. Select the relevant contact from Recent & Favourite Contacts
   1.  Alternatively, find the contact using the Search Contacts bar in the top right
3. Click Contact on the side menu
4. In the Address section, click Refer a solicitor
   
5. You'll be asked what the contact needs a conveyancer for, either to Sell, Buy or Sell and buy a property
   1. If they're interested in selling, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, click the appropriate options for the property they're selling.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      
      
   2. If they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can Fill in the property details. You can then click the appropriate options for the property they're buying.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      
      
   3. If they're interested in selling and buying, first, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, click the appropriate options.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue to property to buy.
      
      For the property they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can Fill in the property details. You can then click the appropriate options for the property they're buying.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue to quotes
6. Alongside the Property details, you'll be presented with a list of Alto approved (and recommended) conveyancers along with their quotes. You can also view their Trustpilot reviews, description, contact details, and a breakdown of their Estimated costs that make up the quote - (the costs may vary depending on the level of service offered).
   Click Open case on the conveyancer(s) with which your contact(s) wishes to choose and proceed with
   
   
7. Review the details here as Alto will use these details to open a case in the conveyancer’s CMS (Case Management System).
   Add any notes for the conveyancer in the Anything else field - for example, the reason for the sale may be sensitive (i.e. a divorce), so you may wish to communicate this so the conveyancer can create a considerate experience.
   Then, tick to confirm you have consent and click Open case

   

8. A reminder message appears asking Are you sure you want to open this case. Click Open case  to submit the case
9. A confirmation message appears confirming a case has been opened and sent to the conveyancer. This will be reflected in the Case details
   

An email will be sent to the conveyancer(s) with the seller/buyer details and they will get in touch with the contact(s) directly.

With the referral now handed over to the conveyancer(s), the sale now appears in the new Sales progressions (beta) dashboard in Alto, where you can monitor the progress of this with our automated milestones.

1. Click Contacts on the main toolbar
2. Select the relevant contact from Recent & Favourite Contacts
   1.  Alternatively, find the contact using the Search Contacts bar in the top right
3. Either, click Overview on the side menu and view the Recent Activity section, or, click Timeline on the side menu
4. Click View referral details alongside the timeline entry associated to the previously sent referral
   
   
5. The previous quotes and pending referrals display. For any of the conveyancers you've sent a referral to, you'll have an icon stating Referral sent.
   Click Open case on the conveyancer(s) with which your contact(s) wishes to choose and proceed with
   
6. Review the details here as Alto will use these details to open a case in the conveyancer’s CMS (Case Management System).
   Add any notes for the conveyancer in the Anything else field - for example, the reason for the sale may be sensitive (i.e. a divorce), so you may wish to communicate this so the conveyancer can create a considerate experience.
   Then, tick to confirm you have consent and click Open case

   

7. A reminder message appears asking Are you sure you want to open this case. Click Open case  to submit the case
8. A confirmation message appears confirming a case has been opened and sent to the conveyancer. This will be reflected in the Case details
   

An email will be sent to the conveyancer(s) with the seller/buyer details and they will get in touch with the contact(s) directly.

With the referral now handed over to the conveyancer(s), the sale now appears in the new Sales progressions (beta) dashboard in Alto, where you can monitor the progress of this with our automated milestones.