Transparency Regulation Compliance & Instant Quotation

  • Transparency Regulation Compliance
  • Generate Fee Estimates Instantly
  • Win more business for your firm
If you are SRA, CLC, CILEx or BSB regulated, QuoteXpress can help your firm meet the new Transparency Regulations.

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QuoteXpress offers two solutions to help you meet regulatory requirements.

1 Transparency Compliance Tool

Collate and display price and service information easily

Our free price and service transparency website plugin allows you to comply with the transparency regulations easily.

Use our pre-prepared content, derived from regulator-provided templates, to quickly publish pricing and service information to your website.

All areas of law where transparency has been mandated are supported by this free-to-use tool.

2Instant Quote Calculator

Accurate, bespoke quotations.

Our quotation website plugin allows you to generate and manage your own private work directly, and comply with the regulations and guidance published by regulators.

When you are ready to offer live quotations, replace our transparency templates with the intelligent QuoteXpress quote generator.

As your business grows, QuoteXpress is ready to grow with you - work directly with 3rd party referrers and take back control of your work generation.

View the live preview of our Transparency Compliance Tool.

Get an example quote in our live preview of our Instant Quote Calculator.

TRANSPARENCY RULES Find out more about the new Transparency Rules and how they affect your firm   Read our Guide

Manage all your sources of new business in one place

Direct Quotes

Enable anyone at your firm to generate a fully branded quote for a client instantly - on their PC, Laptop or Smartphone!

Introducer Quotes

Give introducers such as Estate Agents and IFA's the ability to generate instant, accurate quotations on your behalf, with any referral fee built in!

Website Quotes

Let your clients quickly and easily generate their own quotation through your website, using our Website Quotation Calculator

Generate instant quotations for many different types of legal matters

All the Information you need on your active quotes and cases is close at hand

Crystal Clear Dashboard

The moment you login you can clearly see an overview of your introduction pipeline.

Find Information Quickly & Easily

Our familiar search tool allows you to quickly answer questions on the status of a matter.

Full Correspondence History

QuoteXpress automatically stores all emails you send through the platform. You can also add notes.

Notifications, Reminders & Callbacks

Quote reminder and callback requests help you to maximise the potential to convert your leads.

Detailed Reporting

Comprehensive reporting tools, so you can see quotes created, conversion rates and instructions.

Device & Platform Independent

Use QuoteXpress on a tablet, smartphone, laptop or desktop PC across a range of web browsers.

Showcase your brand, not ours

Customised Branding

QuoteXpress can be branded to match your firm's colour scheme.

Customised Documents

Create a wide range of templated documents for use pre or post instruction.

Customised Workflows

Add a unique workflow for each case type and keep your client updated on case progress.

Connect to other software platforms through our API. Find out more

Additional Features & Benefits

Unlimited Users

Add as many users to QuoteXpress as you need to. We don’t charge for additional users.

Unlimited Fee Scales

Add as many fee scales as you want. Share the same fee scales across multiple introducers, create bespoke fee scales for a given introducer or vary your fee scales between your office locations.

Secure Communication

Access to QuoteXpress uses industry-standard SSL connections. This means all communication is over a secure, encrypted connection, providing peace of mind for you and your clients.

Take Payment on Account

QuoteXpress is currently integrated with Stripe, which allows you to take payments on account through QuoteXpress directly as part of the instruction process, should you wish to do so. Integrations with other payment gateways can be added if you have existing systems in place.

Integration with Cloud Accountancy

QuoteXpress is currently integrated with the market leading accounts packages Xero and Kashflow. This integration is used by by panel managers who already use QuoteXpress, for the purposes of automatically raising invoices in their chosen accounts package.

Electronic Signatures

If you would like your clients to sign their client care letter electronically, you can do so easily through QuoteXpress. We have integrations with a number of electronic signature gateways (such as Signable) already.

Solid UK Based Infrastructure

Cloud Service

Our cloud servers are performance-optimised virtual machines, backed by lightning-fast SSD storage and a high quality network. They are regularly patched, updated and maintained and managed according to industry best practice.

Isolated Datacenters

Datacenter zones are physically separate facilities interconnected by a superfast and secure network.

Our datacenter facilities are certified to ISO 27001, ISO 9001, ISO 14001, OHAS 18001, BS 25999-2 and PCI DSS.

Protecting your Data

All data is backed up on a daily basis (as standard) to geographically redundant locations and backups are retained for thirty days. Historical quote and case information is retained in the system indefinitely.

Try QuoteXpress Free of Charge

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