The full platform

Everything Valio does.

This is the full list. Every feature, every capability, organised by how you'd use it. If you want to understand the depth of the platform, this is the page.

app.valio.co.uk / orders

Live orders

Today's pipeline

+ New order
21

VS-4821

Preston CC

Report ready
22

VS-4822

South Ribble BC

Awaiting council
23

VS-4823

Chorley BC

ID verified
24

VS-4824

Fylde BC

Drafting CON29

Orders & operations

From first instruction to issued report — one workspace.

Order intake

  • Email ingestion with per-customer format configuration — orders arrive automatically
  • Automatic address parsing and cleansing
  • UPRN auto-matching (~90% automatic, manual dropdown for the remainder)
  • New order wizard — customer, property, products in one flow
  • Postcode lookup with address shortlist and UPRN auto-resolution
  • Council auto-populate with manual override
  • Product catalogue search with packs, favourites, and live price preview
  • Automatic pricing by council and product type — no manual rate-card lookup
  • Automatic due-date calculation per council, with client notification on change

Order management

  • Live order list with status, assignee, due date, and urgency colour-coding
  • Real-time cross-tab sync — every browser updates itself, no F5 required
  • Inline edits without opening the detail page
  • Bulk update: status, assignee, due date, tags, invoice flags
  • Quick filters for every workflow stage and due-date window
  • Smart filters for missing data: UPRN, council, plan, email
  • Bulk export to Excel with auto-named files
  • Auto-assignment of orders to users or teams

Order detail & dashboards

  • Full line-item table with per-line status, assignee, due date, and price
  • Internal notes and files — ops team only, hidden from the customer portal
  • Immutable status audit trail — every transition, timestamped
  • Related orders by UPRN, postcode, or partial postcode
  • Workflow dashboard: pipeline by status and urgency, every number drills to a list
  • KPI dashboard: volume trends, order health, data issues, pipeline counts
  • Team workload widget and live billing-health tile

Council intelligence & mapping

The knowledge base built by practitioners, for practitioners.

Council master data

  • Every local authority in England and Wales pre-configured
  • Submission mailboxes for orders, fee notifications, responses, FOI, and general contact
  • Fast-track configuration: availability, SLA in business days, dedicated assignee
  • Processing notes shown to ops staff during fulfilment
  • Council-specific field requirements handled automatically (e.g. Rossendale admin ward)
  • Appointment tracking for councils requiring appointments before accepting requests
  • HMLR LLC1 routing flag and electronic-vs-manual lodgement flag

Boundary mapping

  • Full-screen interactive map with Ordnance Survey base tiles
  • Polygon, rectangle, circle, and linestring drawing tools
  • Live area calculation in hectares and square metres as you draw
  • INSPIRE cadastral auto-snap — click a parcel, Valio offers the registered boundary
  • 350+ UK councils' cadastral data pre-synced from HM Land Registry
  • Six-band radon risk overlay using UKHSA data
  • Coordinate output in GeoJSON (Martello) and BNG GML (Landmark) — automatic
  • OS API key never reaches the browser — all tile requests proxied

Identity, AML & fraud (Veriphy)

Fourteen checks. One workflow. Launched from inside the order.

Checks

  • Biometric ID verification (IDScan / v3 with proof of address)
  • AML — real-time PEP and sanctions screening, UK and international
  • Enhanced PEP / Sanction with optional continuous monitoring
  • Disclosure — bankruptcy, insolvency, CCJ history
  • Company Check — Companies House lookup and officer verification
  • Bank Verification and Bank Wizard — account name match and sort-code validation
  • Fraud Score, Invoice Fraud, Anti-Fraud — multi-vector fraud detection
  • Lawyer Check — verifies SRA / CILEx registration

How it runs

  • Every check launched from inside the order — no separate tool or login
  • Results returned as pass / alert / fail / refer badges
  • Full check history per order line
  • Sensitive fields redacted in audit storage

Reports

Fillable, branded, CON29-compliant — built into the workflow.

Report types & data entry

  • Local Authority Search (V2) — CON29-style, seven sections, ~50 questions
  • Regulated Drainage & Water Report — enum-driven advisory types, water authority auto-fill
  • Local Search Prep Work — pre-sale internal workflow, 100+ questions
  • Section-by-section editor with real-time autosave every two minutes
  • Conditional question visibility and cross-field validation with per-section error counts
  • Inline tables for planning, building regs, and highways entries
  • Spell-check with UK legal dictionary and admin learning loop

Auto-fill & output

  • Council master auto-fills eight common questions on selection
  • Answer presets — save common answers, scope to global, council, or water authority
  • Default preset per council — new reports start pre-filled
  • Branded PDF: logo, signature, insurance badges (IPSA / TPO / SearchCode)
  • Order files auto-appended as appendices
  • Test email before live send; auto-send on issue

Finance

Invoices, statements, payments, and insurance bordereau — one ledger.

Billing & payments

  • Searchable invoice list with data-quality checks before sending
  • Full and partial payment recording — BACS, CHAPS, cheque, card, cash
  • Payment reversal with required audit notes
  • Bulk PDF download — up to 25 invoices as a ZIP
  • Customer statements with full invoice grid and sum totals
  • Statement send in batches of 15 with progress reporting
  • Billing health monitor — catches mismatches before the client sees them

Compliance & branding

  • Insurance bordereau: monthly view, editable insurer fields, one-click CSV
  • VAT-correct from day one — per-product rate with customer-level override
  • Branded invoices and statements with full document identity

Network

The infrastructure for peer-to-peer fulfilment between search firms.

Subcontracting

  • Send any order line to a partner firm with one click
  • Mirror order created automatically in their workspace
  • Property details, due date, and council scope inherit — no re-keying
  • Partner's own pricing matrix applies transparently
  • Fulfilment status syncs back in real time
  • File sharing with partners — without exposing your full order folder
  • Bilateral trust model — you authorise partners, no central hub
  • Pause or remove partnerships at any time — history stays intact

Configuration

Your platform, your branding, your pricing — without engineering tickets.

Make it yours

  • Custom metadata fields on orders, properties, reports, and customers
  • Custom price bands per reseller — your matrix, your councils, your margins
  • Product packs — bundle SKUs into sellable units with one-click expansion
  • Per-customer favourite products and default pack
  • Custom order tags with colour-coding and status-restricted assignment
  • Screen generator — define a screen in a config UI; auto-generates routes and forms
  • Organisation settings — logo, signature, trading name, VAT, bank details
  • Branded customer portal and Microsoft M365 outbound email via Graph
Connected to the source

Plugged into the systems search runs on.

Valio talks directly to the authoritative data sources and providers your work depends on — so the right data flows in, and orders go out in the format each system expects.

  • HM Land RegistryINSPIRE boundaries
  • Ordnance SurveyBase map tiles
  • LandmarkSearch provider
  • MartelloSearch provider
  • VeriphyIdentity & AML
  • postcodes.ioPostcode lookup
  • UKHSARadon risk data
  • Companies HouseCompany checks
  • Microsoft 365Outbound email
Personal search platform

See it on your own orders.

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