ProConvey Logo

Keep up-to-date with new features in the roadmap

Features in ProConvey®

From quote calculators to digital TA forms, transform your conveyancing workflow and save time and money.

Conveyancing software on laptop
Conveyancing calculator thought bubble
Property searches thought bubble
ID checks thought bubble
Fast Track Sale

Fast Track Sale

Get properties sale ready in 2 hours. Reduce fall-throughs by 43%, speed up exchanges by 35%. *

Learn about Fast Track Sale
Quote Calculators

Quote Calculators

Custom quote calculators for conveyancing. Build your own panel and pricing.

Learn about Quote Calculators
The Law Society TA Forms

The Law Society TA Forms

TA6 4th and 5th edition, TA10, TA7 3rd and 4th edition, TA9 digitised.

Learn about The Law Society TA Forms
Conveyancing Referrals

Conveyancing Referrals

Invite your network to refer clients and build your business.

Learn about Conveyancing Referrals
Onboarding Letters

Onboarding Letters

Automated letters with eSign for sales, purchase and remortgage.

Learn about Onboarding Letters
Compliance Declarations

Compliance Declarations

SDLT/LTT, Gifted Deposit, Tenure declarations and more.

Learn about Compliance Declarations
Case Overviews

Case Overviews

A snapshot of all case information and PDFs to download.

Learn about Case Overviews
ID and AML Checks

ID and AML Checks

Integrated digital ID and AML checks from top providers.

Learn about ID and AML Checks
Legally binding eSignatures

Legally binding eSignatures

85% of recipients eSign within 2 hours. Save time and money.

Learn about Legally binding eSignatures
Contract and Transfer

Contract and Transfer

Draft Contract and Transfer documents in seconds.

Learn about Contract and Transfer
Source of Funds Checks

Source of Funds Checks

Simple and secure SOF verification or integrated advanced checks.

Learn about Source of Funds Checks
Evidence Uploads

Evidence Uploads

Gather all evidence in no time with doc and image upload or take pictures on mobile.

Learn about Evidence Uploads
Indemnities

Indemnities

Order common indemnity policies for clients.

Learn about Indemnities
Payment on Account

Payment on Account

Accept payments instantly with stripe or bank transfer.

Learn about Payment on Account
Upfront Enquiries

Upfront Enquiries

80% less back and forth throughout the sale.

Learn about Upfront Enquiries
Contract Ready Packs

Contract Ready Packs

Prepare your pack in minutes organised into folders with document naming.

Learn about Contract Ready Packs
Know Your Case and Client

Know Your Case and Client

Simplify your KYC in one hit. Gather all Case and Client information easily.

Learn about Know Your Case and Client
Conveyancing Searches

Conveyancing Searches

Tailored search packs with 1-click ordering and individual search products.

Learn about Conveyancing Searches
Mobile Ready

Mobile Ready

Fully responsive client experience available on desktop, tablet and mobile.

Learn about Mobile Ready
Conveyancing process background illustration showing three steps
All-in-one

Everything you need in one place

ProConvey offers a comprehensive suite of features to handle every aspect of the conveyancing process, saving you time and reducing complexity.

Branded portal

  • Bullet point icon
    Organisation portal
  • Bullet point icon
    Branded client portal
  • Bullet point icon
    Custom branded domain/URL
  • Bullet point icon
    Team member accounts
  • Bullet point icon
    Advanced permissions
  • Bullet point icon
    Single or multiple branches
  • Bullet point icon
    Panel provider account
  • Bullet point icon
    SOC 2 type 2 & CCPA sign in security
  • Bullet point icon
    2FA via Microsoft or Google
  • Bullet point icon
    Law firm customer support
  • Bullet point icon
    Client customer support

Quote calculators

  • Bullet point icon
    Sales, purchase, remortgage, transfers
  • Bullet point icon
    Variable or fixed pricing scales
  • Bullet point icon
    Create multiple calculators
  • Bullet point icon
    Add introducers and referral fees
  • Bullet point icon
    Create and send estimates to clients
  • Bullet point icon
    Quote management dashboard
  • Bullet point icon
    Introducer referrals
  • Bullet point icon
    Assign calculators to panel members
  • Bullet point icon
    Website embed
  • Bullet point icon
    Duplicate calculators
  • Bullet point icon
    Convert instructed estimates to case
  • Bullet point icon
    Attach additional documents to estimates
  • Bullet point icon
    Customised estimate PDF outputs
  • Bullet point icon
    Reply to email
  • Bullet point icon
    Access rights applied to calculators
  • Bullet point icon
    Automatic SDLT/LTT calculations applied
  • Bullet point icon
    Electronic Land Registry fees applied

Client onboarding

  • Bullet point icon
    Sellers, buyers and remortgagers
  • Bullet point icon
    Attorneys, deputies, executors, trustees
  • Bullet point icon
    Companies and company representatives
  • Bullet point icon
    Giftors and Gifted Deposit declarations
  • Bullet point icon
    Companies and company representatives
  • Bullet point icon
    Yoti ID and AML checks
  • Bullet point icon
    Thirdfort ID and AML checks
  • Bullet point icon
    Title Guardian ID and AML checks
  • Bullet point icon
    ProConvey SOF questionnaire
  • Bullet point icon
    Thirdfort SOF checks
  • Bullet point icon
    Title Guardian SOF checks
  • Bullet point icon
    Payment on account - Bank transfer
  • Bullet point icon
    Payment on account - Stripe
  • Bullet point icon
    Onboarding letters dynamic fields
  • Bullet point icon
    Automated onboarding letters
  • Bullet point icon
    Automated SDLT/LTT declaration
  • Bullet point icon
    Authority to Transfer to Bank declaration
  • Bullet point icon
    HMLR legally binding eSignatures
  • Bullet point icon
    Advanced permissions
  • Bullet point icon
    Client customer support
  • Bullet point icon
    Law firm customer support

Case onboarding

  • Bullet point icon
    Sale, purchase and remortgage cases
  • Bullet point icon
    Suggested invites
  • Bullet point icon
    Know Your Case
  • Bullet point icon
    HMLR Official Document Copies
  • Bullet point icon
    Case questionnaires
  • Bullet point icon
    Authority for release of client and account information
  • Bullet point icon
    Joint Tenancy & Tenants in Common declarations
  • Bullet point icon
    The Law Society TA6 (4th and 5th)
  • Bullet point icon
    The Law Society TA10 form
  • Bullet point icon
    The Law Society TA7 (3rd and 4th)
  • Bullet point icon
    The Law Society TA9
  • Bullet point icon
    Material Information forms
  • Bullet point icon
    Supporting evidence uploads
  • Bullet point icon
    Upfront enquiries
  • Bullet point icon
    HMLR legally binding eSignatures
  • Bullet point icon
    Case overview PDFs
  • Bullet point icon
    Pack cover and contents
  • Bullet point icon
    Contract and transfer drafting
  • Bullet point icon
    Contract ready packs

Conveyancing Searches

  • Bullet point icon
    One-click ordering
  • Bullet point icon
    Tailored search packs
  • Bullet point icon
    Individual product orders
  • Bullet point icon
    Multiple orders in one request
  • Bullet point icon
    Regulated searches
  • Bullet point icon
    Official searches
  • Bullet point icon
    Request payment from client
  • Bullet point icon
    Expected return dates
  • Bullet point icon
    Indemnities
  • Bullet point icon
    Search results notifications
  • Bullet point icon
    In-built messaging for orders
  • Bullet point icon
    Messaging notifications

Document eSigning

  • Bullet point icon
    eIDAS compliant document eSigning
  • Bullet point icon
    Multiple documents in one request
  • Bullet point icon
    PDF, DOCX, XLSX, JPEG, PNG
  • Bullet point icon
    Multiple signers in one request
  • Bullet point icon
    SES eSignatures
  • Bullet point icon
    Drawn or typed signatures
  • Bullet point icon
    Signing certificates
  • Bullet point icon
    Conveyancer Certified eSignatures (CCES)
  • Bullet point icon
    eWitnessing
  • Bullet point icon
    Signer Intent
  • Bullet point icon
    Data Integrity
  • Bullet point icon
    Legally admissible
  • Bullet point icon
    Record retention
  • Bullet point icon
    Authentication
  • Bullet point icon
    Audit logs
  • Bullet point icon
    GDPR compliant
  • Bullet point icon
    SOC 2 Type II Compliance
  • Bullet point icon
    Collect file and image attachments
  • Bullet point icon
    Multiple fields and settings
  • Bullet point icon
    AES ID verification
  • Bullet point icon
    QES ID verification
  • Bullet point icon
    Document templates
  • Bullet point icon
    Private and shared document templates
  • Bullet point icon
    Completion notifications
  • Bullet point icon
    Messaging notifications
  • Bullet point icon
    Document copies email notifications

Conveyancing Referrals

  • Bullet point icon
    Quote calculators for referrers
  • Bullet point icon
    Allow referrers to quote for you
  • Bullet point icon
    Accept referrals
  • Bullet point icon
    Decline referrals
  • Bullet point icon
    Referral management dashboard
  • Bullet point icon
    Create your own panel
  • Bullet point icon
    Allow clients to accept estimates
  • Bullet point icon
    Real-time notifications for client referrals
  • Bullet point icon
    Referrals from ProConvey

Conveyancing Indemnities

  • Bullet point icon
    One-click ordering
  • Bullet point icon
    Quote a premium
  • Bullet point icon
    Common policies
  • Bullet point icon
    Policy documents