A shared, live record for Scottish conveyancing and secured lending transactions — so your firm, the other side, the lender and your client are all looking at the same picture. It updates itself from the email you're already sending.
MissivesProperty diligencePre-settlementSettlementPost-settlement
Date of entry: 31 July 2026
Curle Stewart — you’re acting for the Purchaser
Buyers
Sellers
A. Buyer
B. Seller
6 tasks with us. Everything else is with the other side, the client or a third party.
01
Choose conveyancing or secured lending. A stage template comes ready to go and you can adjust it to fit how the deal actually runs — stage lists are configurable data, not fixed logic.
02
Every stage is owned by someone: your side, the other side, the client, or a third party like the lender or Registers of Scotland — so it's always clear who needs to move next.
03
CC your matter's MatterLink address on the email you were sending anyway. Correspondence is filed against the right matter automatically, and status changes are proposed for one-click confirmation.
04
A plain-English read-only view for your client. A milestone view for the broker. A security-and-funds view for the lender. One record underneath, four ways of reading it.
Chasing security requirements by email means a spreadsheet, a folder of attachments, and no reliable answer to "what's still outstanding?" The Diligence Hub turns a requirements list into a live, structured record that both firms work in.
01
Start from a template, or add your own — each requirement is an individual, referenced item, not a document attachment.
02
The responding firm answers each item in place, attaching supporting documents as they go. Follow-up questions hang off the original item, so the thread stays with the requirement.
03
Each item carries a workflow status and an outcome. Only the requesting side sets the outcome. Internal notes stay on the requesting side and never reach the responder.
04
When every applicable item is satisfied or waived, the Diligence Report is available as a Word document, alongside a print-friendly view and a full Q&A export for the file.
First built for bridging security requirements, and general enough for any structured requirements list. On a secured lending transaction, the diligence list is created automatically and linked to the transaction's own diligence stage — progress on the list drives progress on the tracker.
Add your matter's MatterLink address to the CC line of the email you were already sending. MatterLink files it against the right transaction, records it on the file, and works out what changed.
Emails are matched deterministically first — by conversation thread and by your own file reference — with a model used only where that is genuinely ambiguous. Anything unmatched sits in a private queue for you to place. It is never assigned speculatively.
Filing and correspondence log themselves. Any change that would reach the counterparty or your client — a task completed, missives concluded, a date of entry — is proposed for a one-click confirmation, never applied silently.
Every entry records who, when, and whether it came from a person or from an email. Changes made automatically are labelled as such and can be reverted.
Auto-updates are not an upsell. Firms invited onto a matter for free get them too, because a shared record is only as current as its least-equipped participant.
Clients don’t want more detail — they want to know things are moving. The client view strips away legal terminology and internal notes, and shows only what a buyer or seller needs: what’s happening now, what’s coming next, and the dates that matter. Pick a stage and watch both sides move together.
Missives · concluding
Internal note — never leaves this viewTheir qualified acceptance trims the moveables list. Confirm with A. Buyer before we conclude.
Property diligence · in progress
Internal note — never leaves this viewServitude over the rear lane in favour of No. 14. Raise as observation 4; wait for replies before we trouble the client.
Pre-settlement · not started
Internal note — never leaves this viewLender requires three working days’ notice for the drawdown. Request funds on Tuesday at the latest.
Here’s where things stand with your move — updated as it happens, in plain English.
Step 1 of 5
Your offer has been accepted in principle.
We’re finalising the paperwork with the other side. Once that’s agreed, we’ll confirm your moving day.
Updated 26 July 2026 by Curle Stewart
Step 2 of 5
We’re checking everything about the property.
We have the paperwork for 12 Hyndland Street and are going through it properly. Right now we’re waiting on the other side before we can move to the next stage. We’ll update this the moment that changes.
Updated 26 July 2026 by Curle Stewart
Step 3 of 5
We’re getting ready for your moving day.
Your moving day is 31 July 2026. Closer to the date we’ll write to you about the money and the keys, and let you know if we need anything from you.
Updated 26 July 2026 by Curle Stewart
This page only shows where things stand — it isn’t legal advice, and it won’t change anything on its own. If you have questions, your solicitor is only a call away.
The people outside the transaction generate most of the chasing. Give them their own read-only view instead.
Bridging and secured lenders get a dashboard across every transaction they're party to — including across different solicitor firms — with the state of security, funds and registration on each. Documents are private by default and shared explicitly, one at a time, and every view a lender takes of a document is recorded.
Brokers see plain-English milestones on the matters where they are the named broker: where the deal has reached, what has moved since they last looked, and what is outstanding. Broker Pro adds a cross-matter pipeline, alerts and a weekly digest.
Partner access is read-only, granted at organisation level by the solicitor, and scoped to the transactions you choose. Internal notes, unshared documents and the other side's client details are never in a partner view.
Stage templates reflect how these transactions actually run — missives conclude, observations are raised and replied to, the disposition goes for revisal, settlement happens on the date of entry, and a secured lending facility runs from offer through security to registration. Templates are configurable data, with room for other transaction types and jurisdictions as the product grows.
Each solicitor logs in securely, and access is scoped at the database layer so a firm sees only its own transactions. Row-level access controls are designed so that every transaction’s data stays scoped to the people who should see it, and changes are recorded with the user, firm and timestamp. Partner organisations — lenders and brokers — are a separate class of account entirely, read-only at the database layer, with no access to internal notes or to documents that have not been explicitly shared with them.
MatterLink tracks and shares the status of a transaction. It does not provide legal advice, carry out conveyancing work, or guarantee any outcome or timescale — that responsibility remains with the solicitor.
No. It’s a shared status layer for the transaction that sits alongside whatever you already use for the matter file, time recording and accounts.
No. It shows the status of stages that solicitors control and update. All legal work, judgement, and advice remain entirely with the solicitor.
No. The other firm sees only the shared stages relevant to the transaction. Internal notes never appear in their view, or in the client view.
It sits in a queue visible only to your firm. It is never assigned to a transaction on a guess, and it is never discarded.
No. Conveyancing and secured lending are both supported today, each with their own stage templates, and templates are configurable data rather than fixed logic — so further transaction types are a configuration exercise, not a rebuild. The Scottish conveyancing vocabulary is deliberate: missives, observations, the date of entry.
You can invite them to join the shared record for that transaction. Until they do, your side of the record still gives your client a clear, up-to-date view.
Solicitor accounts require secure login, and access is scoped at the database layer so each firm sees only its own transactions. Changes are recorded with the user, firm and timestamp.
Only for things nobody else can see — filing correspondence, logging a document, recording activity. Anything that would reach the other side or your client is proposed to you and applied on your confirmation. Automatic entries are labelled and can be reverted.
Nothing. A firm invited onto your transaction gets full working access for free, including automatic updates. Only the firm that originates the matter pays.
No. They see a scoped, read-only view of the transactions you grant them, with plain-English status and only the documents you share explicitly. Every document view is recorded.
Priced on the matters you originate, not on how many people you put on them. Unlimited users, unlimited client views, unlimited transactions. The firm on the other side of your deals pays nothing. Exclusive of VAT.
Prices shown are the monthly rate under annual billing, with monthly billing and the annual total alongside. Annual billing is the default.
Firms invited onto your matters
£0
Unlimited as invited party
Sole practitioner, 1–2 partner
£119/mo
Up to 60 matters/yr · £143/mo billed monthly · £1,428/yr
Typical high street firm
£349/mo
Up to 250 matters/yr · £419/mo billed monthly · £4,188/yr
Multi-office / significant volume
£699/mo
Up to 600 matters/yr · £839/mo billed monthly · £8,388/yr
Regional and national volume
From £1,300/mo
600+ matters/yr · From £15,600/yr
Overage. Go past your band and you're charged at your own band's rate for the extra matters — £24 on Solo, £17 on Practice, £14 on Firm — and your bill is capped at the price of the next band up. When the cap bites, you simply move up a band and get its features at no extra cost. Volume never blocks anything: you can always create the next matter.
Status on matters where they're the named broker or agent
£0
Cross-matter dashboard, alerts, weekly digest, exportable pipeline
£29 / user / month
Branch dashboard, multiple negotiators, chain view, agency reporting
£149 / branch / month
Lender licences are priced on diligence lists originated. Talk to us.
Founding Firm programme: the first 25 firms join at half price with their rate locked for four years. 30-day trial on real matters.
See what a shared record looks like for your next transaction.