360 Thinking for Solicitors | Funnels, CRM and automation for UK law firms
OFFICIAL UK PLATFORMThe #1 all-in-one CRM built exclusively for UK financial services professionals
360 Thinking for solicitors and conveyancers

Matters thatmove withoutthe chase.

Launch a solicitor funnel from Studio 360 to capture quote requests and instructions online, then use 360 Thinking to collect ID and documents through a secure portal and update clients, agents and introducers at every milestone.

Start your 14-day free trial
15 solicitor funnel designs in Studio 360You set it up your wayNo contracts, cancel anytime
Live pipelineExample setup
Enquiry
Instruction
ID & documents
Searches
Exchange
Completion

Automation running

Authority by Funnel™ · Studio 360

Start with a solicitor funnel

Studio 360 comes with your 360 Thinking account and includes 15 ready-made solicitor funnel designs: 3 template types with 5 designs each. Pick one, add your logo, colours and wording, and go live with a calculator, free guides, booking and enquiry forms, with every lead landing in your pipeline. Then create the rest of your system around it.

Full-Service Firm5 designs
Specialist Practice5 designs
Private Client5 designs
Start your free trial
1
Landing pageA template for solicitors, in your branding
2
Calculator or free guideGives visitors a reason to leave their details
3
Book a callYour calendar, with automatic reminders

New enquiry lands in your pipeline, and your follow-ups start

Works forResidential conveyancersPrivate client and wills teamsFamily law practicesMulti-department firms
Sound familiar?

The admin that holds solicitors and conveyancers back

Four everyday problems, and what 360 Thinking does about each one.

01

"Any news?" phone calls

Fee earners lose hours a week answering the same question about the same matter.

With 360 ThinkingCreate milestone updates and a portal view, so clients can see their matter stage.
02

Chasing ID and documents

Instructions stall while you wait for a passport scan and a utility bill.

With 360 ThinkingCreate an upload request that goes out with the client care letter, with reminders until everything is in.
03

Introducers left in the dark

Agents and brokers who refer work have no idea where their client is.

With 360 ThinkingCreate automatic updates for the agents and brokers who refer work to you.
04

Quotes that never convert

Web quote requests answered a day later, after the client has instructed someone else.

With 360 ThinkingCreate an instant quote reply with a link to instruct or book a call.
The client journey

Map your journey, then automate it

An example setup for solicitors. Every step, message and timing is yours to change.

  1. 1

    Enquiry & quote

    WhenA quote request arrives from your website
    Create
    • An instant quote by email
    • A link to instruct or book a call
    Client seesA fast, clear quote
  2. 2

    Instruction

    WhenThe client says yes
    Create
    • A client care letter for e-sign
    • A new matter on your pipeline
    Client seesA signed letter in minutes
  3. 3

    ID & documents

    WhenThe matter opens
    Create
    • Portal requests for ID and documents
    • Reminders until everything is uploaded
    Client seesA checklist, not an email chain
  4. 4

    Searches & enquiries

    WhenYou move the matter on
    Create
    • Updates for the client, agent and introducer
    • A record of every update on the matter
    Client seesTheir matter stage, live
  5. 5

    Exchange & completion

    WhenCompletion is agreed
    Create
    • Completion date confirmations for everyone
    • A review request after completion
    Client seesCertainty and a clear finish
What your clients see

Updates they read. A portal they use.

Clients get short, clear messages at each stage and a secure portal for documents and progress. These are examples: you set the words, in your voice.

Your firmSMS · automated
Client portal · exampleSale · 14 Elm Road
Enquiry
Instruction
ID & documents
Searches
Exchange
Completion
Documents
  • Signed client care letterReceived
  • Photo IDReceived
  • Proof of addressReceived
  • Property information formUpload
  • Fittings and contents formUpload

3 of 5 received · reminders on

Forms and emails

Create forms and emails like these

Examples you could create in minutes with the form builder and email builder. Your questions, your words, your branding.

Form builder · exampleSale instruction
Send my answers

Answers save straight to the client record

Email builder · exampleYour searches are back

Your searches are back

Hi Kate, your searches are back and there are no issues to report.

Your estate agent has been told. Next step: enquiries.

View in your portal

Sent automatically when the case moves stage

What's included

Everything you'll use, in one login

All included with your 360 Thinking account.

Matter pipelines

Create a pipeline for each practice area: conveyancing, wills, probate or family.

Client portal

Create a client portal for secure document upload and matter progress.

E-sign

Create client care letters, forms and authorities to sign online.

Milestone updates

Create automatic milestone updates for clients, agents and introducers.

Quote funnels

Create quote and instruction pages that reply within 60 seconds.

Introducer tracking

Create introducer records so you can see who sends you work.

Ideas to get you started

What you can create

A few of the things solicitors create first with 360 Thinking.

01

Createan online conveyancing quote

02

Createan instruction form

03

Createa client care letter for e-sign

04

Createan ID and document checklist

05

Createmilestone texts for clients

06

Createintroducer update emails

07

Createa wills and probate enquiry page

08

Createa post-completion review request

Plus everything else

All 29 tools, in every account

Win new clients

  • Funnels & landing pages
  • Websites
  • Blogs
  • Forms & surveys
  • Quizzes
  • Email marketing
  • SMS marketing
  • Social planner
  • Ads manager
  • Trigger links & QR codes
  • Affiliate & referral manager

Convert & book

  • Calendars & booking
  • One inbox
  • Website chat
  • Phone system
  • Missed-call text back
  • AI assistant

Run every client

  • CRM & contacts
  • Pipelines
  • Workflows & automations
  • Client portal
  • Courses & memberships
  • Communities
  • Documents & e-sign

Get paid & grow

  • Invoices & payments
  • Reviews
  • Reporting
  • Team accounts
  • Mobile app
See everything included
Create workflows

Create workflows that run for you

Three workflows you can build for solicitors. Use them as they are, or change any step.

Create a workflow
WhenMatter moves to "Searches"
  • Text the client
  • Email the estate agent
  • Update the introducer
Create a workflow
WhenClient care letter signed
  • Open the matter
  • Request ID and documents
  • Assign the fee earner
Create a workflow
WhenDocument missing after 3 days
  • Send an SMS reminder
  • Re-send the portal link
  • Flag the matter to the team
Before and after

The difference in a typical week

Without 360 Thinking

  • Clients phoning for updates every week
  • ID and documents chased by email
  • Introducers asking where their client is
  • Quote requests answered the next day

With 360 Thinking

  • Clients see progress in their portal
  • Documents uploaded securely, with reminders
  • Introducers updated at every milestone
  • Quotes sent within 60 seconds
14+admin hours saved each week*
£315+average monthly software saving*
60sautomated follow-up time
9tools replaced by one login

*360 Thinking's published averages across UK firms. Your results will depend on your firm and how you use it.

Records and data

A clear record of every touchpoint

Built for regulated UK firms, with data hosted to UK GDPR standards.

  • Every update, upload and signature is timestamped on the matter, giving you a clear record of client communication.
  • ID and documents arrive through a secure portal for your own checks, rather than as email attachments.
  • Your case management and legal work stay where they are. 360 Thinking handles enquiries, onboarding and updates around them.
Questions from solicitors

Frequently asked

Does it replace my case management system?

No. Keep your case management for the legal work. 360 Thinking handles enquiries, quotes, onboarding, documents and client updates.

Does it carry out ID or AML checks?

It collects ID and documents securely through the portal so your team can carry out your usual checks. It doesn't replace your AML provider.

Can I use it outside conveyancing?

Yes. Set up separate pipelines for wills, probate, family or any other practice area, each with its own stages and messages.

Can introducers see updates?

Yes. Agents and brokers can get automatic emails at the milestones you choose, without needing a login.

Do I set it up myself?

Yes. 360 Thinking is software you set up your way, starting from the Studio 360 templates. Our UK support team, migration blueprints and weekly group coaching calls help you get going.

Ready to run your firm the 360 way?

Start your 14-day free trial No contracts · Cancel anytime · UK data compliant
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