Do you need a Digital Quote Assistant?

The SRA and CLC Transparency rules are designed to give consumers more information to enable them to make an informed choice when choosing legal services such as conveyancing services, bringing the legal sector into  the age of price and service transparency.  Firms must publish the typical timescale for their quoted services and list their staff’s experience and legal qualifications. A digital register now includes the names of regulated law firms in England and Wales, requiring them to display a digital badge on their websites, along with the firm’s complaints procedure.

Whilst the rules have been designed to ensure the general public are better informed, they also provide  commercial opportunities for firms delivering these services in the consumer driven ‘I want it now’ digital market place; enabling them to communicate on different levels with potential clients, whilst generating new business from alternative channels with the competitive advantages this brings.

Pali’s intelligent software solution ‘Smart Quote’ is designed to meet the transparency requirements for conveyancing services, complying with both the mandatory requirements and best practice tips and guidance set out by the SRA and CLC regulatory bodies and is tailored to each law firm’s individual needs.

In this customer service orientated and consumer driven market, we are currently helping firms not only meet the regulations, but also assisting them in maximising the commercial opportunities this presents. Importantly, providing a platform which doesn’t just focus on pricing, representing a firm’s key proposition and values of the conveyancing services they provide, whilst enabling them to be compliant with the minimum of hassle.

The revolutionary PALI Smart Quote application does not replace existing business development channels and face-to-face contact having being designed to complement conveyancers’ existing fee enquiry processes and helps conveyancers to win more business, ensure their pipeline is constantly full whilst reducing fee enquiry time and maximising support team resource.

Smart Quote is uniquely integrated with the Land Registry to ensure the correct tenure is used  automatically calculating the stamp duty, even on second properties and alternative fee scenarios. All major aspects of the property such as tenure, unregistered properties, solar panel loans (and more!) are automatically calculated in real time saving precious administration time and allows anyone you choose to be able to prepare a quote extremely quickly.

How does it work?

Click here to watch our short video

The Pali Smart Quote comprises of two main elements; an in-house calculator and a client-facing branded quote tool, which can be integrated into a website- you can utilise both tools or just use one, the choice is yours offering a tailored solution with regards to both cost and functionality. The system is easily implemented and produces branded quotes which will include your terms and conditions. Referral partners can be included in the process, with the option of commission being incorporated and built in reporting enables you to keep track and measure results with ease.

After a very simple set-up process SMART Quote can be used by as few or as many people as required in whatever way and method of communication is preferred whether it be by telephone, face to face or email. There is also the option of a seamless integration into a company website to enable members of the public to receive a branded and personalised quote INSTANTLY online, which they can accept there and then providing a 24/7 lead generation and tracking service.

Conveyancers soon find out they can’t be without their digital ‘Smart Quote Assistant’ which frees up staff to deal with clients throughout the conveyancing transaction, simplifies and reduces the free enquiry time and process, whilst delivering exceptional customer service.

Smart Quote is a complimentary service for Pali search partners 



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