Conveyancing automation for law firms in England & Wales
JurisIT's conveyancing automation covers the full residential matter lifecycle — client onboarding, AML checks, search ordering, completion sequencing, and post-completion filing — built on a pre-existing, proven workflow library and configured to your firm's specific practice management system and CQS requirements.
Clio Certified Partner · Microsoft Partner · Australia & UK
Please note: this conveyancing automation applies to England & Wales only. Scottish conveyancing follows a different legal process and is not covered by this offering.
Proven Workflow Library
Not designed from scratch — a pre-built, tested automation library configured to your practice.
Recover Fee Earner Time
Free your conveyancers from administration that doesn't need a qualified solicitor doing it.
CQS-Aligned
Built to track your quality scheme requirements alongside your operational processes.
Doing more work with the same people
Conveyancing transaction volumes have been strong, but fee earner numbers in the sector haven't kept pace — leaving firms doing more work with the same or fewer people. The result: conveyancers spending a meaningful part of every day on administration that does not require a qualified solicitor — client chasing, AML tracking, search ordering, completion-day sequencing — work that automation handles more reliably than a busy fee earner remembering to do it in the right order.
The typical CQS-accredited conveyancing practice of 5–15 fee earners carries operational risks that don't show up on a P&L until they do: a fee earner leaves and the matter-progression knowledge leaves with them, a completion sequence depends on one person remembering the right order, client care letters and AML checks are tracked in a spreadsheet nobody fully trusts, or a lender raises a query and nobody can find the original document in the file.
The conveyancing automation library
- Client Onboarding Sequence — automated client care letter, ID verification request, AML trigger, and matter opening confirmation, so every new instruction starts the same correct way.
- AML Compliance Tracking — automated monitoring, escalation, and file notes on AML status, flagging checks before they become a problem at completion.
- Client Update Automation — scheduled progress updates to buyer and seller at defined matter stages, removing the single most common driver of complaints in conveyancing: poor communication.
- Search & Enquiry Management — automatic search ordering at instruction, tracked returns, and automated chasing of outstanding enquiries with the other side.
- Mortgage Offer Tracking — monitors offer receipt and expiry, alerting the fee earner before a mortgage offer lapses.
- Completion Day Sequence — an automated completion checklist, funds confirmation, and post-completion filing prompts, so completion day runs on a system rather than on memory.
- Post-Completion Filing — filing reminders and submission prompts tracked automatically, removing the risk of a missed post-completion deadline.
- CQS Compliance Monitoring — flags matters approaching your quality scheme's target timescales, prompting action before a breach rather than after.
- Billing & Referrer Reporting — automated overdue invoice chasers and routine reporting to estate agent and broker referrers, without manual compilation.
What could conveyancing automation recover for your firm?
Move the sliders to match your firm's matter volume and rates. The figures are illustrative — a starting point for a conversation, not an audited projection.
What could automation recover in your conveyancing practice?
Adjust the figures to match your firm. The numbers update as you move the sliders.
Your conveyancing automation summary
Why this matters for small conveyancing practices
Most firms use a fraction of their practice management system
Having Clio, Actionstep, or LEAP configured is not the same as having it automated and connected to the rest of your workflow. Most conveyancing firms are using a small fraction of what their practice management system is actually capable of — we unlock the rest, rather than asking you to buy something new.
CQS tells you what your process should look like — automation makes sure it actually happens that way
Quality scheme accreditation specifies what your processes should look like. It doesn't guarantee they happen that way on every matter, every time, regardless of how busy a fee earner is. Automation closes that gap — the same correct sequence runs whether the matter is the first of the day or the fortieth.
AI in conveyancing, governed correctly
The legal judgment in a conveyancing matter stays entirely with your fee earners — that does not change. What we automate is the administration around it: chasing clients, tracking deadlines, monitoring AML status, generating standard communications. We build the governance framework that makes that distinction explicit and documented, so your firm has a clear, defensible position on how AI and automation are used.
A five-stage process
- Assessment — a short diagnostic on where your fee earners are currently spending administrative time, and which workflows would recover the most.
- Build — the pre-built automation library is configured to your specific matter types, CQS requirements, and practice management system.
- AML and compliance review — your current compliance approach reviewed and the automation aligned to it.
- Go-live — parallel running with your existing process before full cutover.
- Ongoing support — kept current as conveyancing procedure, lender requirements, and regulatory guidance evolve.
Frequently Asked Questions
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Having the system is not the same as having it automated. Most conveyancing firms use a fraction of their practice management system's actual capability. We connect the transaction layer to the practice management layer to the governance layer — not another point tool, but the automation that makes your existing system do more of the work.
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That's the most common reason legal technology projects fail — a vendor installs and disappears. We stay alongside you through build and into ongoing support, and we build playbooks your team can follow without us in the room.
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No. Fee earners keep doing the legal work and exercising the legal judgment. The system handles the administration running alongside it — chasing, tracking, reminding — without asking anyone to change how they think about a matter.
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The automation we build handles administration, not legal judgment — chasing clients, tracking deadlines, monitoring compliance status, generating standard communications. The legal advice and judgment stay entirely with your fee earners, and the governance framework we build makes that distinction explicit.
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Those are transaction-layer tools — useful, but narrow. We connect that layer to your practice management system and your governance framework, so the whole matter lifecycle runs as one connected process rather than a set of separate tools.
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Every engagement is scoped and fixed-price, confirmed after an assessment of your current workflow and matter volume — never an hourly rate, never open-ended.