Sales, purchases, remortgages and transfers of equitySales, purchases, remortgages and transfers of equity
ProConvey puts every part of the matter on one case. Quotes, client onboarding, ID and AML checks, milestones, tasks, SDLT returns and contract drafting, all managed in a single place your whole team can see.
A conveyancing case management system is software that holds everything about a property transaction in one place: the property, the people involved, key dates, documents, tasks and progress. Instead of working across spreadsheets, inboxes and separate portals, your team runs the matter from a single case record, from instruction through to completion.
In ProConvey, the case carries the whole transaction. The quote that won the work converts straight into a case. Client onboarding, ID and AML checks, Law Society TA forms, searches, SDLT returns and draft contracts all happen on that same case, so nothing is lost between systems and nobody re-keys information.
Sales, purchases, remortgages and transfers of equity, each with its own milestone flow.
Quotes, parties, documents, tasks, milestones and key dates held together in one place.
Clients complete tasks, sign documents and follow progress on your own branded web address.
Open a case and everything is there. ProConvey builds a full picture of the transaction the moment a case is created, then keeps it current as the matter moves forward.
Property details, price and tenure, key dates for exchange and completion, every party and their role, notes, images and the quote that started the work. Leasehold and new build matters are flagged so the right steps follow.
Most systems track work that happens elsewhere. In ProConvey the work happens on the case itself, from the first quote through to the SDLT return.
Build quote calculators around your own fee scales, send branded quotes in minutes and let estate agents and brokers on your panel quote for your firm. When the client instructs you, the quote becomes a case with the details already in place.
Set up milestone flows for each case type once, then let everyone follow progress without phoning your office.
Build the milestone path for sales, purchases, remortgages and transfers in a drag and drop editor. Add your own milestones between onboarding, exchange and completion, choose an icon and colour for each, and create branching paths where matters can take different routes.
Routine updates and reminders can run on their own. ProConvey reacts to what happens on a case so your team does not have to remember to.
When a case is created, a milestone is reached or onboarding completes, ProConvey can send an email built from case details, generate a document, add a note or create a task. Design the steps once and every case follows them.
Every item below is part of ProConvey, not a bolt on. Use the pieces that suit your firm and switch the rest off.
Case management is also about the caseload. ProConvey gives managers and fee earners a clear view of everything in progress.
Find any case instantly with full text search, or filter the pipeline by fee earner, case type, milestone, branch and date range.
Join leading law firms, estate agents and mortgage brokers
I genuinely haven't had complaints. And I was getting a lot before. It's just smooth. It doesn't give us any grief and it's not going to cause the clients a headache.
Anne-Marie Fowler
MD, Priory Law
Firms who have a clunky onboarding process, or don't have one at all, it's just a no brainer. Get in touch.
Marc Lansdell
MD, Evolve Law
If client experience, ease and keeping admin running costs down is at the forefront of what you're doing I'd strongly recommend you have a demo.
Natalie Foster
MD, Inspire Legal
Common questions from firms comparing case management systems
Book a tour and we will walk through a live case from quote to completion.
Take a closer look at the tools that make up ProConvey's case management
A snapshot of all case information and PDFs to download.
A shared, real-time view of case progress for your team, clients and agents.
Team to-do management linked to cases, quotes and clients with reminders.
Custom quote calculators for conveyancing.
Simplify your KYC in one hit. Gather all Case and Client information easily.
Submit Stamp Duty Land Tax returns directly to HMRC.
Draft Contract and Transfer documents in seconds.
Tailored search packs with 1-click ordering and individual search products.
Streamline your conveyancing process with digital tools and automation.
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