for UK conveyancers
AI workflow assessment for UK conveyancers - cut the document and milestone-chasing admin.
We sit down with your firm for 60 minutes, diagnose where the hours actually go - opening files and AML, ordering and reviewing searches, raising and replying to enquiries, chasing milestones across the chain - and hand back a report built around how you run a matter: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
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. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for a firm that runs the way yours does.
That is what the assessment is for. Not another case-management upsell, not a generic tool list - a 60-minute diagnostic of your firm and a plan built around what will genuinely give you the hours back.
The document-heavy, chase-heavy admin behind every completion - and what it is worth fixing.
We don't put a single headline figure on conveyancing admin here, because your caseload decides it - a high-volume, fixed-fee freehold desk loses time differently to a firm doing complex leasehold and new-build. What we can say from assessing UK professional-services firms is that the biggest drains are consistent: file opening and AML, searches, enquiries, and milestone chasing across the chain.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across conveyancers and support staff, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
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 we work the numbers out from your actual week, not a sector average.
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 map how opening runs in your firm and show where AI drafting and a tighter workflow take the repetitive setup off your conveyancers, while the due-diligence 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 show which parts AI can summarise and flag for review, and which still need a conveyancer's eyes on the detail.
Raising and replying to enquiries
The enquiries from the other side and the ones you raise back - drafted, checked and sent, then chased. We show how AI drafts the routine enquiries and replies from the file, so your conveyancers edit and approve rather than write each one from scratch, with the legal call staying theirs.
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 map how progression runs today and show where reminders and AI-drafted chasers keep every party moving.
Client and estate-agent updates
The 'where are we?' calls from the client and the agent, the same update given five times. We give you a prompt library and a workflow for the messages you send most, so keeping everyone informed takes a minute instead of ten.
Completion and post-completion admin
The completion statement, the SDLT return, the Land Registry application and the post-completion tidy-up. We look at where AI and a wired-up flow remove the double-keying and the repetitive form-filling.
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 £2,500, 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.
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 →Not ready to book? Take the free 2-minute AI readiness quiz to see where your firm stands.