Conveyancing software for residential firms
Instrukt runs residential purchase, sale and remortgage files: a checklist for each, the SDLT and search priority deadlines worked out from the file's dates, completion statements built from the matter, and a client portal for documents and progress. £22 per completed matter, and nothing on matters that don't complete.
£22 per completionUnlimited users, monthly rolling
What it does
Built around the dates and documents a residential file runs on.
A file for each kind of matter
Residential purchase, sale and remortgage, alongside commercial lease, purchase and sale files. Leasehold and new build are set on the matter and change what it asks for.
Checklists that fit the file
A checklist for each matter type, with extra steps added for leasehold, a mortgage, new build, a gifted deposit, enhanced due diligence and the Building Safety Act 2022. Key stages need a fee earner's sign-off before the file moves on.
Deadlines worked out from the file
Set the completion date and the 14-day SDLT return deadline is diarised for a purchase. Enter the official search date and the 30-working-day priority period is counted with bank holidays, with reminders as it runs down and the AP1 date diarised. Exchange, completion and mortgage offer expiry dates generate their own reminders.
Completion statements built from the matter
Price, deposit, mortgage advance, redemption, SDLT, the Land Registry fee, searches, your fee and VAT, other disbursements and money on account, laid out for you. A solicitor checks and signs it off before it goes to the client.
A client portal
Clients see where their matter has got to, the key dates, a fee summary and what they need to send. They upload documents, answer requests and message you in one place.
Document requests that chase themselves
Send a single request or a standard set. The client uploads against each one, you approve it or send it back with a reason, and outstanding required documents are chased automatically.
After completion
Track the SDLT return, the SDLT5 certificate, the AP1, the lender notification and the DS1 on each file, so nothing sits half-registered.
The rest of the practice
Chains, an undertakings register, client care letters with referral-fee disclosure (exported to Word), identity, AML and source-of-funds records, client and office ledger records, and a calendar feed of every deadline.
What it doesn't do yet
So you know before the demo.
- No search ordering, HM Land Registry portal, HMRC SDLT filing or Lender Exchange connection yet: you keep using those portals, and Instrukt tracks the dates and records each step.
- SDLT is worked out for England. Welsh Land Transaction Tax isn't calculated yet.
- Completion statements are printed to PDF from the browser or emailed to the client.
Pricing
Pay for completions, not seats.
£22 per completed residential matter. £19 above 30 completions a month, £16 above 100. £45 per commercial lease matter. £150 a month minimum. Unlimited users, monthly rolling, no set-up fee and no VAT to add.
Smaller team, or mostly commercial work? £79 per fee earner a month instead. Compare the plans.
Questions
Does Instrukt order searches or file the SDLT return?
Does it work for property in Wales?
What does it cost?
Can you move our open files across?
Does Instrukt hold client money?
See a residential file end to end
Twenty minutes on a call, in a demo practice, with your questions answered.
Updated