Feature 1: Workspace Setup by Email
The challenge
Every new transaction follows the same pattern:
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You have email records of property details, buyer/seller contact information, and a proposed completion date
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You open Redpin in a new tab
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You manually re-enter information you already have in front of you
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You invite the buyer or seller
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You switch back to your email to confirm the details are correct
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You repeat this process for the next client
For solicitors managing 30-50 transactions per year, this context switching adds up to 10-15 hours of duplicate data entry annually - time that could be spent on legal counsel, client communication, or business development.
The solution
Workspace Setup by Email allows you to create fully configured workspaces by simply forwarding your client details to [email protected]. Our Customer Success team handles the setup, workspace configuration, and initial client invitations - all based on the information in your email.
How it works
Step 1: Forward (or send) client details
When you receive a client inquiry or are ready to set up a new transaction, send an email to [email protected] with the following information:
Required Information:
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Property address
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Completion date (or estimated completion date)
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Property purchase price
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Buyer name, email, and phone number OR
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Seller name, email, and phone number
Step 2: Include optional instructions (Optional)
You can also request that we execute initial actions as part of workspace setup:
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"Please send Redpin Wallet Access request to seller"
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"Please send Payment Request to buyer for €5,000 reservation deposit"
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"Please request destination account details from seller"
We'll include these in the workspace creation process and execute them immediately after setup.
Important: We cannot accept requests to share specific bank account numbers or IBANs via email for security reasons. You can request that we send a Payment Request to a buyer/seller for their dedicated Redpin wallet, but actual account details must be collected through Redpin's secure platform.
Step 3: We create your workspace
Our Customer Success team receives your email and:
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Creates the workspace with all property and client details
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Sends invitations to the buyer and/or seller
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Executes any optional instructions you requested (Wallet Access, Payment Requests, etc.)
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Sends you a confirmation email with a direct link to the workspace
Average turnaround time: 2-4 hours during business hours (9:00-17:00 CET, Monday-Friday)
Step 4: You review and proceed
Click the link in the confirmation email to review your workspace. All client details are populated, invitations are sent, and any requested actions are already in progress. You can immediately begin coordinating the transaction.
Who benefits most
Property conveyancers:
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Eliminate 15-20 minutes of manual data entry per transaction
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Create workspaces while responding to client emails—no need to switch platforms
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Delegate initial setup tasks to our team, freeing time for legal work
Estate agents:
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Initiate workspaces from your phone while showing properties
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Forward buyer details the moment you receive them—no delay waiting to get back to your desk
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Streamline onboarding for clients who are ready to move quickly
High-volume practices:
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Process multiple workspace requests in a single email during busy periods
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Reduce onboarding time for junior team members (no platform training required)
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Maintain consistent workspace quality with our team handling setup
