Quote, onboard, comply and complete in one platformQuote, onboard, comply and complete in one platform
ProConvey handles the full operation, not just the files. Win work with quote calculators, take referrals from your panel, onboard clients in hours, stay compliant, and manage every case through to SDLT and completion.
Conveyancing management software is a single platform a firm uses to run its whole conveyancing operation: quoting for new work, onboarding clients, meeting compliance obligations, managing cases and completing transactions. It replaces the patchwork of spreadsheets, standalone tools and paper processes with one system the whole firm shares.
ProConvey covers that full operation. Quote calculators win the work, clients onboard through your branded portal, compliance checks run through integrated providers, and every matter runs on a structured case in the case management system through to SDLT and completion. Estate agents and brokers on your panel refer work directly, and managers watch the whole pipeline in real time.
Quoting, onboarding, compliance, case management and completion in one platform.
Estate agents and mortgage brokers on your panel quote and refer work straight to your firm.
No seat licences. Usage based pricing with a free trial, so costs follow your caseload.
Management software should start before the case does. ProConvey handles the quoting that brings work through the door.
Build calculators around your own legal fees, supplements, disbursements and conditional fees. Quotes go out branded, priced correctly and in minutes.
Your panel of estate agents, brokers and auction houses becomes part of the system rather than a spreadsheet of contacts.
Panel members quote using your calculators and refer instructed clients straight to your firm through panel management. No re-keying, no missed referrals.
The slowest weeks of a transaction disappear when onboarding and compliance run digitally through the same platform.
Clients receive onboarding letters with eSigning, KYC forms, Law Society TA forms and payment on account in one invite, and complete the lot from any device.
At the centre of the platform is a full conveyancing case management system, where each matter runs on a structured case record.
Sales, purchases, remortgages and transfers of equity each get a complete case record: property, parties, key dates, documents, notes and the original quote.
Beyond individual matters, ProConvey gives partners and managers the structure and visibility to run the operation.
Your firm's own web address, logos and colours, with branches, team groups and per branch settings underneath.
Admin, billing and quote access controls, branch scoped caseloads and secure sign in with two factor authentication.
Dashboards for volumes, completions, top performers and quote conversion, filtered by branch, fee earner or date.
A firm wide feed of case events, plus optional daily case and task digests for each team member.
Trigger emails, documents, notes and tasks from case events such as a milestone being reached or onboarding completing.
A public API with webhooks, plus integrations covering HMRC, HM Land Registry, searches, payments and NPTN by LMS.
One platform, one login, one place to look. Every item below ships with ProConvey.
Join leading law firms, estate agents and mortgage brokers
What firms say about running on ProConvey
Olly Thornton-Berry
Co-Founder & Managing Director, Thirdfort
“ProConvey's straight-forward approach aligns with ours, and together we can offer conveyancers an effective, secure and flexible solution to do their client onboarding, management and due diligence. This partnership highlights our commitment to helping conveyancers work more effectively, cut down on the back-and-forth and ultimately speed up completion times.”
Nicholas Hawkins
Director & Conveyancer, Chartahouse
“Huge update from ProConvey. Amazing how the product is becoming better for Clients, Introducers and Law Firms. Estimates, instructions and true onboarding (to include signing letters, terms, TA Forms, ID Checks, SoF, SoW, Searches and much more) to enable transactions to move forward quickly. 👏 All online, why wait for postal onboardings?”
Edd Prosser-Jones
Development Director, The Search Bureau
“Amazing and seamless onboarding, ensures a smooth a transaction with help from the extremely experienced team at ProConvey makes the experience fantastic. We are very happy with the product and expect it to continue to support our business growth.”
Dr Henry Crosby Ph.D
Founder & CEO, Martello
“ProConvey makes it easy for conveyancers to access everything they need in one place. They have a software solution that genuinely offers value. We recommend it to all our clients.”
Common questions from firms comparing platforms
Book a tour and we will walk through the platform end to end, from quote to completion.
Take a closer look at the tools that make up ProConvey's management software
Custom quote calculators for conveyancing.
Invite your network to refer clients and build your business.
Automated letters with eSign for sales, purchase and remortgage.
Integrated digital ID and AML checks from top providers.
Accept payments instantly with stripe or bank transfer.
Team to-do management linked to cases, quotes and clients with reminders.
Submit Stamp Duty Land Tax returns directly to HMRC.
Streamline your conveyancing process with digital tools and automation.
Enhance client experience with integrated conveyancing solutions.
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