Ready to transform your conveyancing process?Ready to transform your conveyancing process?
Tasks brings team to-do management into your conveyancing portal. Create, assign, schedule, and track work standalone or linked to the cases, quotes, and clients it relates to, with custom workflows, reminders, recurring tasks, and notifications.
A built-in task and to-do manager inside ProConvey that lets conveyancing teams create, assign, schedule, and track work - either standalone or linked directly to the cases, quotes, and clients it relates to. No more spreadsheets, sticky notes, or separate apps.
Capture work the moment it lands. Add a task inline in seconds, or open the full composer for complete setup - and never end up with an empty, incomplete task.
Give every task an owner, a deadline, and a place in your process. Multiple assignees, clear dates, and colour-coded priorities make it obvious who is doing what and what matters most.
Every firm works differently. Admins define their own status, priority, and type libraries in settings - labels, colours, icons, sort order, and defaults - while privacy controls keep sensitive work where it should be.
From linking work to cases to recurring reminders, Tasks gives your team everything it needs to stay on top of the conveyancing process.
A task can stand alone or link to one or more cases, quotes, and clients at the same time, so work always lives next to the record it relates to.
Define your own status, priority, and type libraries with labels, colours, icons, and defaults. Sensible defaults ship out of the box.
Assign multiple team members to a task, set start and due dates, and colour-code priorities so everyone knows what matters most.
Schedule one or more reminders per task and choose exactly who gets notified, delivered in-app and by email at the scheduled time.
Repeat tasks daily, weekly, monthly, or yearly - either on a fixed schedule or based on when you complete them.
An opt-in daily email summarising every task that is overdue or due today, controlled by each team member from their notification settings.
Colour-coded, organisation-wide labels you can create on the fly while tagging a task to group and find work your way.
Attach files and documents directly to a task with upload progress, keeping everything you need in one place.
Switch between My tasks and All tasks, group and sort, filter by status, priority, type, assignee, tags, or linked record, and search across everything.
Choose public or private visibility per task. Access respects existing branch and case permissions so people only see what they should.
Change status, assignee, due date, type, tags, and links directly from the list row via popovers, without opening the task.
View and add tasks from the dedicated Tasks page, or right inside case, quote, and client pages, in context and without leaving.
Reminders, recurring tasks, and a daily digest make sure nothing slips through the cracks - delivered through the notification system your team already uses, in-app and by email.
Slice your task list however suits you, then act on it without losing context. Tasks live on a dedicated page and embedded on the case, quote, and client records they relate to.
Real conveyancing to-dos, handled in context - from chasing AML documents to recurring weekly file reviews.
Linked to a case, due tomorrow, assigned to a paralegal, and repeating every 3 days until completion - so nothing is forgotten.
Typed as Document review, set to high priority, and linked to both the case and the client it concerns.
With a reminder one hour before, notifying the fee earner in-app and by email so the call always happens on time.
A recurring task across a caseload that recreates itself automatically, carrying over reminders and the start-to-due gap.
Tasks keeps your whole team on top of every deadline while cutting the busywork.
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Everything you need to know about task and to-do management in ProConvey.
Our team is happy to walk you through how Tasks fits into your conveyancing workflow.
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