Conveyancing Automation
Automate the busywork in your conveyancing firm
Reduce administrative tasks in conveyancing and move matters forward more efficiently.
Automate routine steps, such as quoting, document generation, searches, and more, so your team can focus on clients and legal work.
Work faster, and a lot smarter
Automation supports your expertise and speeds up the repetitive steps that slow everyone down and hit your bottom line.
Popular tasks to automate in conveyancing firms include:
Online quotes with accurate fees and disbursements
Client instruction forms and e-signatures
Document generation from your precedent bank
Ordering and tracking searches
Status updates and client notifications
Invoices, completion statements and postings to accounts
Action without the intervention
Scenario: A prospect lands on your website and retrieves a quote
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Gives a tailored, instant quote with an online calculator.
Captures contact details during the quote.
Sends an automatic follow-up email with an “Instruct now” button.
Takes the client to an online instruction form with e-signature.
Confirms instruction and invites the client to upload ID via the portal.
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A new client won by the quote and instruction flow.
A completed instruction form ready to review.
ID uploaded so AML/KYC checks can start.
All data already in the case file, ready to reuse.
From there, a few clicks generate a client care pack using your templates. The document pulls in names, addresses and matter details, then sends by email from a preconfigured template with clear next steps.
Trusted by firms such as
Keep transactions moving with the data you already have
Reuse captured information across documents, precedents and forms without manual input.
Generate documents automatically from your precedent bank
Include or exclude paragraphs with simple logic based on the matter
Order and manage searches without re-entering details
Produce invoices and completion statements from recorded receipts and payments
Post to Xero through the client accounting integration
Talk to us about automating conveyancing processes in your firm
At InTouch, we continue to explore ways to automate routine steps. To learn where automation can provide the most value to your firm, book a call with our team today.