Handy case overviews and custom reports

See a snapshot of your conveyancing case as a summary, find information easily, download sales and purchase overviews

Partners, clients and integrations

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Conveyancing case summarisation

Access a concise overview, including property insights, key case details, owner and party status, charges, agent, buyer and solicitor contact information, plus edit key details and issue invites as needed.

Case and property snapshot

Find the high-level information you need in record time.
Case overview and easy access to information
Easily see price, status and tenure and review mortgages and charges details
View all parties and their onboarding progress with additional easy edit and invite features
Beautifully designed property reports for clients and solicitors help with property insights

Manage party details and invites

Identify clients easily and view summarised snapshots, issue invites, ID checks and source of funds checks with the click of a button.
See key parties contact details at a glance
Easily amend as updates happen and issue automatic invites
Evaluate client inputs to check for errors in real-time
Add new parties, link cases and manage clients easily

Sales, purchase and remortgage overview

See your whole case in an overview PDF summarising all details about the case.
Property details, estate agents and legal representation
Legal capacity, buyers, sellers and their individual representation
Mortgages, savings, loans, outstanding charges and giftors and related transactions
SDLT declaration and any further details
Special offer

Test drive with 20 cases for FREE

No long-term contracts. No subscriptions. No catches.
No long-term contracts.
No subscriptions. No catches.
No setup fees. Ever.
Personalised onboarding.
Get started in 20 minutes.
Home buyers using ProConvey conveyancing onboarding software to purchase their new houseProperties on street in London in property transaction in conveyancingCouple using laptop for conveyancing and smilingYoung lady completing her conveyancing forms to sell her propertyFeature image

Frequently asked questions

Everything you need to know.
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