Product

Clarity, control, and shared visibility for every transaction.

Click Property Portal gives estate agents and conveyancing firms a single, shared view of progress — reducing chasing, duplication, and uncertainty across every case.

Quotes and instructions.

Run quotes, instructions, and referrals in one place — keeping information connected and easy to manage.

  • Clients can accept quotes and complete their details directly
  • No re-entering information within Click
  • Quotes and instructions stay connected

Messaging and activity

Messages, documents, and updates are recorded in one clear, shared timeline — so everyone can see what’s happened and what happens next.

Structured key stages.

Stages show what’s complete, what’s outstanding, and what happens next — so nothing gets missed.

  • Clear stage definitions
  • Shared record of updates
  • Fewer delays caused by misalignment

Progress is visible across the chain — without manual updates.

Agents, solicitors, and clients see the same status in real time — reducing follow-ups and keeping everyone aligned.

Designed to fit real transactions.

Click works alongside your existing systems, providing a shared layer for progress, communication, and visibility — without replacing the tools firms already rely on.

Structure

  • Clear stages and ownership
  • Shared record of updates
  • Consistent client visibility

Common product questions

Is Click a case management system?

Click is not a replacement for your internal case management software. It provides a shared, client-visible layer for progress, communication, and updates alongside your existing systems.

Do clients need to log in?

Yes. Clients log in to view messages, updates, and documents — but only for their own case, with no unnecessary features or setup.

Who can see messages and updates?

Visibility is controlled by role. Each message, update, or document is shared intentionally, with a clear record of who can see it.

How do quotes and instructions work?

Quotes can be sent and tracked within Click. Once accepted, they convert into a structured case without re-keying or duplicated steps.

Is Click free for firms to use?

Yes. There are no subscriptions or per-user fees. A simple software fee is added per case and paid by the client as part of the transaction.

Free for firms. Paid per case by the client.

No subscriptions. No per-user fees. No platform contracts.

Click is added as a software fee within the quote, so firms can use the platform without subscriptions or per-user costs.

© 2026 Click Property Portal Limited. Registered in England and Wales (14239025). The Old Stables, Grey's Yard Unit 5, Morpeth, Northumberland NE61 1QD