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Ready to transform your conveyancing process?

Contract Ready Packs

Let us draft your Contract Ready Packs, fully prepared and ready to be sent to the other side's solicitors. We compile and organise all essential conveyancing documents, ensuring everything is in order and reducing preparation time.

Contract Ready Packs feature showing organised conveyancing documents ready for solicitors
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Contract Ready Packs showing organised conveyancing documents and automated compilation

Everything you need for contract preparation

Our Contract Ready Packs feature automates the entire conveyancing process from client onboarding to final document preparation, ensuring nothing is missed and everything is organised professionally.

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Automated document compilation and organisation
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HMLR-compliant eSignatures and eWitnessing
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Structured folder organisation with proper naming
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Integration with TA forms and client onboarding
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ZIP file download ready for immediate sending
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Compliance declarations handled automatically
All-in-one

From onboarding to contract ready packs

Our Contract Ready packs keep you organised, compliant and reduce admin time.

1

Send Quotes

Email clients with PDF and web page quotes

Quickly create branded quotes for sales, purchases, remortgages or transfers and send them via email as a PDF and as a link to view the quote as a web page. Clients can accept your fees with a single click, and once instructed, you can instantly convert the quote into a live case to begin onboarding.

ProConvey conveyancing quote calculator displaying branded PDF and web page quotes for contract ready pack workflow
2

Kick-off a Case

Choose from a sale, purchase or remortgage

Start a new case or convert an accepted quote into one for a sale, purchase or remortgage. Set your preferences including case reference, branch, fee earner, payment on account, property details, and any relevant TA forms.

ProConvey case management interface for adding sale, purchase and remortgage cases in contract ready pack workflow
3

Add Clients

Invite clients by email and SMS

Add all relevant clients and assign onboarding tasks such as ID and AML checks, Source of Funds, and signing onboarding letters. Clients receive a secure invite via email and text (if you want to) to complete their onboarding.

ProConvey client onboarding interface showing conveyancer inviting clients via email and SMS for contract ready pack preparation
4

Official Document Copies

Coming soon

Choose the HMLR documents available

Official copies from HM Land Registry (HMLR) are guaranteed copies of the Land Register and related documents. You can view documents including title plans and deeds, and instantly download them into the case documents or request printed copies.

ProConvey HM Land Registry official document copies interface showing title plans and deeds download for contract ready packs
5

Client Onboarding

Client logs in to your branded portal

Clients are guided through a step-by-step onboarding process, including ID and AML checks, Source of Funds (SOF) verification, eSigning onboarding letters, completing getting started and KYC forms, uploading documents, and — for purchases — SDLT or LTT questionnaires.

Branded client portal showing step-by-step onboarding process with ID checks and document uploads
6

Case Details

Clients complete case details

Using multi-step questionnaires with conditional logic, clients provide all required details including property information, linked transactions, mortgage arrangements, and details of agents or brokers, ensuring accurate data from the outset.

Case details questionnaire showing property information and mortgage arrangements input
7

Declarations eSigning

Compliance covered automatically

Clients electronically sign all required declarations — including SDLT, LTT, Gifted Deposit, Joint Tenancy or Tenants in Common, and authority to release deeds or account information. Only the relevant declarations are shown, based on the case.

Electronic signing interface showing SDLT, LTT and gifted deposit declarations
8

The Law Society TA Forms

Broken down into manageable bitesize sections

During a sale, clients complete the required TA forms — TA6, TA10, TA7, and TA9 — using your preferred editions. Clients can upload evidence while completing the forms or return to add it later, helping keep things moving.

Law Society TA forms interface showing TA6, TA10, TA7 and TA9 completion with evidence upload
9

Upfront Enquiries

Reduce back-and-forth by 80%

Triggered by answers provided in the TA forms, questions are covered to common buyer enquiries early in the process. Responses are compiled automatically and included in the contract pack, helping avoid delays and reducing the need for follow-up questions later.

Upfront enquiries interface showing automated question compilation and contract pack inclusion
10

Review and eSigning

Automatic eSigning by relevant clients

Once completed, forms are displayed as PDFs, pre-filled with the client's answers. Clients can review and edit if needed before signing. The system uses HMLR-compliant eSignatures and collects all required signatures automatically.

Document review and eSigning interface showing HMLR-compliant electronic signatures
11

Outstanding Documents

Remind clients to provide documents

After TA forms are signed, you can begin reviewing the case. Clients are automatically reminded to upload any documents they said they would provide later, which are tracked and marked as complete once uploaded.

Outstanding documents tracking interface showing client reminders and document upload status
12

Draft Contract and Transfer

Prepopulated automatically

Create editable draft Contract and Transfer documents at the click of a button. You can review and update them as needed before including them in the final document pack.

Contract and transfer drafting interface showing automated document creation and editing
13

Download Pack

Organised neatly in folders

All documents are automatically named and grouped into structured folders. Select the files you need and download the complete pack as a ZIP file, ready to send or store securely.

Contract pack download interface showing organised folders and ZIP file preparation
14

Finalise and Sign

Progress the matter with compliant eSignatures

Finalise the transaction with built-in eSigning, eWitnessing, and eIDAS-compliant eSignatures. Send documents to clients and other parties to securely sign in just a few clicks, helping you complete cases without the hassle.

Final signing interface showing eIDAS-compliant eSignatures and eWitnessing capabilities

Related features

Discover other features that work great with Contract Ready Packs

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
Contract and Transfer

Contract and Transfer

Draft Contract and Transfer documents in seconds.

Learn about Contract and Transfer
Upfront Enquiries

Upfront Enquiries

80% less back and forth throughout the sale.

Learn about Upfront Enquiries
Evidence Uploads

Evidence Uploads

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

Learn about Evidence Uploads
Legally binding eSignatures

Legally binding eSignatures

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

Learn about Legally binding eSignatures
Compliance Declarations

Compliance Declarations

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

Learn about Compliance Declarations
Onboarding Letters

Onboarding Letters

Automated letters with eSign for sales, purchase and remortgage.

Learn about Onboarding Letters
Case Overviews

Case Overviews

A snapshot of all case information and PDFs to download.

Learn about Case Overviews
Conveyancers

Conveyancers

Streamline your conveyancing process with digital tools and automation.

Learn about Conveyancers

Ready to get started?

Get started today

Contract Ready packs at the click of a button. Conveyancing onboarding streamlined.

ProConvey Contract Ready Packs software showing organised conveyancing document folders and automated pack creation interface