Opening a case with a conveyancer

1. Click Contacts on the main navigation bar
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 - you can always Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price).
      Alternatively, if it's a non-appraised property, you can get quotes to take to market appraisals. If you know the number of owners and tenure, you can Add an estimated 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 - you can always Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price).
      Alternatively, if it's a non-appraised property, you can get quotes to take to market appraisals. If you know the number of owners and tenure, you can Add an estimated 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.
      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 quotes
6. Alongside the Property details, you'll be presented with a list of Alto approved (and recommended) conveyancers along with their quoted prices. You can view their Trustpilot reviews, and View a quote breakdown to understand their estimated costs that make up the quote, as well as their contact details - (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

The conveyancer(s) will get in touch with the contact(s) directly.

Once instructed, the conveyancer will assign a dedicated case handler. This ensures that details automatically flow through to Alto and update the relevant record, so you'll know when to complete the memorandum of sale and keep things moving forward quickly. An email notification will also be sent to the referring party including all the details.

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

1. Click Contacts on the main navigation bar
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

The conveyancer(s) will get in touch with the contact(s) directly.

Once instructed, the conveyancer will assign a dedicated case handler. This ensures that details automatically flow through to Alto and update the relevant record, so you'll know when to complete the memorandum of sale and keep things moving forward quickly. An email notification will also be sent to the referring party including all the details.

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