CASE STUDY

Britannia Building Society Conveyancing Contract 

Scope 

The client was a Northwest based firm of solicitors operating from a call centre in Birkenhead with offices in Liverpool and London. The firm had a track record of working with trade unions and had an existing relationship with the Britannia Building Society staff association. 

Britannia issued an invitation to tender for their £2m per annum conveyancing business and because of the existing relationship our client was shortlisted. 

The client had a number of issues: 

• They were least known of the shortlisted firms

• The call centre presented an image problem

• They had only a limited track record of handling bulk contracts

• They had no experience in bid writing 

Our Solution 

Our strategy was to focus on advanced technology to offset the issues of reputation, track record and image and to develop a formal bid methodology to present the firm in the most professional manner. 

The key requirements of this strategy were as follows: 

• HomePlus, the UK’s first online conveyancing portal which enabled Britannia’s customers to request a quotation and then track their conveyancing case online. 

• Establishment of a formal bid methodology including a bid library, strict minimal compliance and red teaming. 

• A highly designed bid document complete with supporting materials such as case studies and testimonials. 

Our Success 

Our approach, which focused on the advantages of working with a modern call centre based law firm contrasted with the dry presentations delivered by our client's larger more established competitors and resulted in the awarding of a contract worth £2m per annum.