Make Conveyancing an

Awesome Client Experience

  • Client's see all the steps to finish
  • Inform where the matter is up to
  • You receive feedback every step of the way
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Conveyancing Benefits

CogsSettled

Clients Understand the Steps

Set your clients expectations by showing them all steps to settle upfront.

Clients Know Where They're At

Send short quick updates to let your clients know where you are up to with a click of a button.

Clients Tell You How They Feel

Get constant feedback on how your client feels throughout the settlement process

How to Deliver an

Awesome Client Experience

Step 1

Setup Your Business

  • Clients see your brand with image and logo.
  • All your business details and contact information in the palm of your clients hands.
Step 2

Create Templates

  • Create templates representing common checklists that you can reuse.
  • When you apply and use a template you can easily remove and add items.
Step 3

Create Job and Send Your First Update

  • Create a job and add all the clients you want to update.
  • Apply one or more templates you created previously.
  • Send your update.

Features Our Users Love

To Send An Update

Find the job and all it takes is two clicks and your client update is on its way.

Add / Remove Items

You can add and remove update items anytime which is handy if something unexpected comes up.

Instant Feedback

Emojis let you know how your client feels, and if there is a problem you can address it which makes for happy clients.

Read Receipts tell you it's been read !

Know when your client has viewed your updates, no more wondering if they have seen the update or not.

Why Conveyancers Use Cloomein InTouch

I know my clients are updated, happy and they know where we are up to!
Vivian Munoz
Archer Conveyancing