for UK conveyancers
AI workflow assessment for UK conveyancers - cut the document and milestone-chasing admin.
You cannot chase and think at the same time, so the 60 minutes is booked for thinking - about opening files and AML, ordering and reviewing searches, raising and replying to enquiries, and chasing milestones across the chain. What lands two working days later is a plan ordered by how much chasing each fix takes off a file.
The paperwork and chasing that fills every file.
You earn on completions. Then every file fills with the work in between: opening the matter and running AML and ID, ordering searches and reading them, raising and replying to enquiries, and chasing the other side, the lender, the estate agent and the client so the chain does not collapse.
None of it is optional, and a conveyancer can only carry so many files before the chasing swallows the day - it is the reason completions run late, the reason a client rings for the third time this week, and the reason taking on more work means more nights. And the chase nobody had time to make is the one the whole chain turns out to have been waiting on.
Case-management vendors have been telling conveyancers to switch systems for years. This hour looks instead at the handwork that survives around whatever system you have, and ranks it by the chasing each fix removes.
The document-heavy, chase-heavy admin behind every completion - and what it is worth fixing.
A conveyancing average would be built out of firms that do not work like yours. A high-volume, fixed-fee freehold desk carries a different load to a firm on complex leasehold and new-build, and a run of long chains changes it again. The drains do not move much: file opening and AML, searches, enquiries, and milestone chasing across the chain.
Which is why the hour goes on two of your own files. We take one that completed on time and one that ran over, read the correspondence on both from instruction to completion, and count the chases each needed and who they went to.
Run your own numbers in the admin cost calculator, or read the full breakdown in the CRM and workflow gaps that cost UK service businesses.
The assessment is £799 - and the chasing it counts is the chasing on your own files.
Your six biggest time sinks - and what we do about each one.
We map your whole firm in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin conveyancers feel.
File opening and AML checks
New matter setup, ID verification, source-of-funds checks and the client-care paperwork before the file really starts. We time one file being opened, start to finish, and separate the typing from the due-diligence judgement - the judgement stays with you.
Ordering and reviewing searches
Ordering local, drainage, environmental and other searches, then reading them and pulling out what matters for the report on title. We sit with a conveyancer while they read a search result and ask what they were actually looking for, because that is the part any summary has to protect.
Raising and replying to enquiries
The enquiries from the other side and the ones you raise back - drafted, checked and sent, then chased. We take the enquiries off a recent file and split them between the ones that appear on nearly every transaction and the ones genuinely about this property - the legal call stays with your conveyancers.
Milestone chasing across the chain
Contracts, searches, mortgage offer, enquiries, exchange, completion - and the relentless follow-up through solicitors, lenders and agents that keeps a chain from breaking. We reconstruct the chase history on one chain: who was chased, how often, and what set each chase off.
Client and estate-agent updates
The 'where are we?' calls from the client and the agent, the same update given five times. We check how many separate people got told the same thing last week, and what it cost in phone calls to tell them.
Completion and post-completion admin
The completion statement, the SDLT return, the Land Registry application and the post-completion tidy-up. We watch the same matter details being entered into all three and record every re-keying on the way.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your firm, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a milestone-chasing agent, say - the Custom AI Agent Build is a separate product from £949, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
Questions conveyancers ask us.
Is client and matter data safe, and does this meet our regulatory obligations?
Can AI actually help with the legal work, or just the admin?
We already run a case management system. Does this replace it?
Is £799 worth it for a smaller firm?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your firm's hours actually go.
Book a 60-minute diagnostic. Get a report built around your firm within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →