1
Open a purchase file
Create a new client matter. The workbench stays focused on conveyancing steps that matter for small firms.
Happy path
Three steps to a working fileNo maze of shared drives.
From empty matter to letter-ready essentials — the same path every purchase file should take.
2
Fill essentials once
Parties, property, price, and key dates. Everything downstream reads from the same local client file.
3
Produce and track
Generate letters and forms, store outputs on the file, and surface deadlines on the firm calendar.
On the file
Client file workspace, not another spreadsheet
Chrome that feels like a desktop practice app — local data, clear next steps.
Client file → autofill
Stills below are frames from a real desktop screen recording of the app (not AI mockups).
Firm templates + diary
Map DOCX placeholders, generate Word/PDF, keep deadlines visible with ICS export.