Residential Conveyancing
A 10–16 week process with 35–55 individual admin touch-points per matter. With our starter kit, 60–70% of those become system-driven. Your lawyers focus on title, enquiries, and the client relationship — the system handles everything else.
Your firm's numbers — adjust the sliders
—admin hours
saved/month
—admin cost
recovered/month
—extra matters
you could take on
—additional revenue
potential (annual)
The conveyancing operating model
You — the lawyer
Legal knowledge, professional judgement, client trust. Where your time belongs.
Review title and raise enquiries
Legal judgement — cannot be automated
~3 hrs
Advise on search results
Interpreting risk for the specific client
~45 min
Review mortgage offer conditions
Lender requirements and borrower advice
~30 min
Exchange and completion calls
Verbal exchange; completing the transaction
~60 min
Client advice meetings
Explaining process, risks, and decisions
~60 min
Clio + Power Automate
Preparation, production, and chasing. Runs automatically, 24 hours a day.
Client intake → matter creation
Form submitted → Clio live in 90 seconds
45 min → 0
AML invitation + chasing
Sent instantly; reminders at days 7, 14, 21
90 min → 0
Weekly client status updates
Every client, every Monday — personalised
3 hrs/wk → 0
Other side enquiry chasers
Days 10, 17, 21 — stops when resolved
30 min → 0
All standard document generation
15 templates auto-populated from Clio
5 hrs → 30 min
Admin time per matter — before and after
Admin & correspondence (before)~8 hrs
Admin & correspondence (after)~1 hr
Legal work (unchanged — this is your value)~6 hrs
The bottom line
A conveyancer handling 12 matters a month currently spends approximately 96 hours on admin — roughly 12 full working days. After automation, that drops below 12 hours. The recovered time becomes capacity for more matters, or time genuinely away from the office.
Key flows doing the work
C-01New instruction → matter live → client welcomedSaves 45 min▼
1
Client submits branded intake form (Microsoft Forms)
2
Clio contact created or matched — no duplicate risk
3
Full Clio matter created with all fields populated from form data
4
Client Care Letter generated and sent from your email address
5
AML invitation sent via your chosen provider (Thirdfort, Credas, etc.)
6
Fee earner and admin notified via Teams with matter summary
From form submission to fully set-up matter: under 90 seconds. Your first interaction with the client is the legal advice call — not the paperwork.
C-03Weekly client updates — every client, every MondaySaves 3 hrs/week▼
1
Every Monday 8:30am — system queries all open conveyancing matters
2
Determines current stage and when client was last contacted
3
Generates stage-appropriate email (searches in progress / enquiries with other side / awaiting mortgage offer)
4
Sends from your Outlook account — looks like you wrote it
The SRA's most common complaint is failure to communicate. This flow makes that structurally impossible — every client hears from you every week without you lifting a finger.
C-10Matter closure → archive → referral request pipelineGenerates referrals▼
1
File Closure Letter generated and sent with archive reference
2
Satisfaction survey sent 48 hours after closure (5 questions)
3
If score 4–5/5: referral request email sent at day 14 — at peak client goodwill
4
If score 1–2/5: practice manager alerted immediately
This single flow typically generates 2–4 referrals per month from a 12-matter pipeline — at zero marketing cost.
What is never automated: Legal advice, title opinions, exchange of contracts, court submissions, trust account transactions. Every legal communication is reviewed by you before sending.
Your conveyancing automation summary
—admin hours saved
per month
—admin cost
recovered monthly
—additional annual
revenue potential
~10 wksto recover
Foundation kit cost
