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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.

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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
Task management

Task management

Team to-do management linked to cases, quotes and clients with reminders.

Learn about Task management
Case Milestones

Case Milestones

A shared, real-time view of case progress for your team, clients and agents.

Learn about Case Milestones
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
HMRC SDLT Submissions

HMRC SDLT Submissions

Submit Stamp Duty Land Tax returns directly to HMRC.

Learn about HMRC SDLT Submissions
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

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

Quote calculators

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

Client onboarding

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

Case onboarding

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

Conveyancing Searches

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

Document eSigning

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

Conveyancing Referrals

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

Conveyancing Indemnities

  • One-click ordering
  • Quote a premium
  • Common policies
  • Policy documents
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ProConvey.co.uk

ProConvey is your all-in-one solution for conveyancing software.

Tel: 020 4592 0899

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