Who is this guide for?

Case Management Supervisors and System Supervisors

Convert2Client helps clients drive new & incremental revenue as your customers can go online 24/7 to get a quote without speaking with anyone.

This reduces the amount of administration needed and saves your firm time and money.

Obtaining a Quote

There are components to Convert2Client that can be implemented directly into your website.

These include the Convert2Client Chatbot and the Quote Calculator.

Step 1

The chatbot component steps through the process by asking questions that can responded to by typing or by voice commands should a microphone be enabled.

A series of questions will follow which will enable the chatbot to compile a breakdown of the legal costs.

Once you have answered all of the questions, this pop-up will show the breakdown of legal fees. A copy will also be emailed to you.

The bottom of the pop-up will display the answers to the questions posed by the chatbot.

Also on the pop-up box, the quote can be instructed by clicking Instruct this quote.

An email is sent confirming the instruction has been received.

Step 2

Another component is the option to get a conveyancing quote by clicking Click here for an instant conveyancing quote to bring up the Conveyancing Quote Calculator.

Here the relevant option can be selected from the top, enter a postcode along with the other information on the form including contact details. Finally clicking Get Instant Quote.

The Legal Fees are shown at the top and all additional fees will be itemised and displayed below to comply with SRA regulations. Underneath the table is the total purchase cost.

Relevant notes are shown below the the fees, as shown with the chatbot, the details entered earlier appear at the very bottom.

An email containing this information will be sent to the email address provided. Convert2Client will also send an email advising that a new online enquiry has been made.

This quote can be instructed straight away by selecting Instruct this quote.

Using the Convert 2 Client portal

You can access your own Convert2Client portal, with the supplied credentials.


The first page will display your dashboard. You have a pie chart displaying Enquiries vs Instructions.

You will also see a graph showing number of quotes per month. You may select other years to view should you wish by ticking the relevant boxes. Further graphs are available underneath.

These will assist you with keeping track of the types of quotes being received, number of instructed quotes and instructed quotes by type.

Creating a New Quote

Clicking Quotes you will see a list of all quotations with their respective statuses will be displayed. Select New will allow you to create a new enquiry or new quote.

When generating a quote, you will be able to select a collaborator.

If the selected Collaborator fees are set, these fees will be applied in quote calculations. Otherwise, the Company fees are applied.

Reviewing Outstanding Quotes

From the Quotes and Enquiries tab you may filter the results, there are options to filter by the type of quote, status of the quote and whether you have used the DocuSign integration when sending the quote.

There is also an option to block specific IP addresses should it be desired.

Quotes can also be deleted. Other options can also be performed, view details entered previously, as well as view the client care letter history and resend the quote by email. You can also export the quote and the client care letter to Osprey.

Export Quote to Osprey ApproachThis Export the Quote directly into Osprey
Send Client Care LetterThis gives you the ability to send the Client Care Directly from Convert2Client
*Export Client Care Letter to Osprey Approachthis allows you to Export the Client Care letter into osprey
*Quote Enquiry DetailsThis will give you an overview of the Quote enquiry.
*Quote DetailsThis give you an overview of the Quote Details.
*Client Care Letter email historythis gives you a record of the emails sent on the client care letter
*Send Quote by emailthis will send the Quote via email directly from Convert2Client
*Change StatusThis has the ability to change it from prospect to Instructed or lost from the Enquiry stage.
Assign toallows you to assign to any Convert2Client User
Schedule call backSchedules a call back and then adds it to your Outlook Calendar
Schedule EmailSchedules an Email to be sent from Convert2Client and will automatically sent on the time and date you have set.
Schedule textSchedules a Text to be sent from Convert2Client and will automatically sent on the time and date you have set.
Send adhoc emailsends an email directly from Convert2Client
Send adhoc textsends an Text directly from Convert2Client
HistoryShows you the History of the Quote
GDPR data redactRedacts the Personal data from the quote but keeps the quote
Apply DiscountThis allows you to apply a discount either on monetary value or as a percentage.

Export Quote to Osprey Approach

When you export the Quote to Osprey Approach you have three options, Export client care letter, Web enable and Export as Prospect. If the Client has been Found in Osprey Approach it will as if you want to create a New Client, New matter to exiting Client or Cancel.

More Actions>Export Quote to Osprey Approach

Send Client Care Letter

Running the client care letter displays the letter to be edited, when ready click Next will open the default email template which of course may be configured.

Click More Actions > Send client care letter

We also integrate with DocuSign to allow documents to be electronically signed. Please note that you will need a DocuSign account to use this and of course sign into it when clicking Send Email.

Export Client Care Letter to Osprey Approach

This will directly Export the Client care letter to osprey.

Click More Actions> Export Client Care Letter to Osprey Approach

Quote Enquiry Details

This is will Bring up the overview of the Quote Enquiry

Click More Actions>Quote Enquiry Details

Quote Details

This give you an overview of the Quote Details

Click More Actions>Quote Details

Client Care Letter email history

this gives you a record of the emails sent on the client care letter

Click More Actions>Client Care Letter Email History

Send Quote by email

this will send the Quote via email directly from Convert2Client to the Email linked to the Quote

Click More Actions>Send Quote by Email

Change Status

This has the ability to change it from prospect to Instructed or lost from the Enquiry stage.

Click More Actions>Change Status

Assign to

You are able to assign the Quotes to any exiting Convert2Client users.

Click More Actions > Assign to
Use the list to select a user and click Assign

At the bottom of the received email there will be a link to click to add a signature and send it back automatically.

Schedule a call back

It’s possible to add reminders to call the potential client

Select More Actions > Schedule call back

Send Adhoc Email

Click More Actions > Send adhoc email
Select if appropriate a predefined template, complete the email and click Send

Schedule Email

Choosing Schedule Email shows the same form along with the option to set a date and time.

Click More Actions>Schedule email.

Send Adhoc Text

Text messages may be sent to the potential client

Click More Actions > Send adhoc text
You may select a predefined template, or complete a message yourself and click Send

Schedule Text

Choosing Schedule text shows the same form along with the option to set a date and time.

Click More Actions > Schedule Text


You may view the action history of a quote

Click More Actions > History
Click the Magnifying Glass to view the detail, the pencil allows you to add a note

GDPR Data Redact

You are able redact all personal data from a quote but it will maintain the quote

Click More Actions>GDPR data redact

Apply Discount

You are able to apply either a discount of a value or of a percentage of the fee, when applying the discount enter the value and then click out of it to see how much the quote will be after the discount.

More Actions>Apply Discount

Convert 2 Client in Osprey

Export Quote to Osprey, tick Export client care letter and click Export.

The data entered in Convert2Client will be created as a prospect matter, all the information entered online will be placed into the Approach2Quote dossier page within Case Management > Dossier. The client care letter exported will appear in the Matter History.