ProConvey online conveyancing software: Digital onboarding for modern conveyancing

The conveyancing process is known for its complexity, from client onboarding to data collection and compliance. Conveyancers, legal teams, and estate agents often manage a high volume of paperwork, repetitive administrative tasks, and client interactions. Digital platforms like ProConvey are reshaping the industry with innovative solutions designed to streamline the onboarding experience, ensure compliance, improve client experience and speed up transaction times.

ProConvey's Role in Streamlining Conveyancing

ProConvey provides a comprehensive digital onboarding solution, eliminating the traditional bottlenecks that can delay transactions. With integrated tools such as automated data collection, ID verification, TA forms, HMLR compliant eSignatures, and contract-ready packs, ProConvey reduces the manual workload with managing client cases. The platform is designed specifically for conveyancers, focusing on delivering a more efficient, organised process and simplicity on compliance, client onboarding, search ordering, indemnities, quotes and more.

1. Branded online portal

ProConvey offers a customisable portal with a dedicated URL i.e. yourfirm.proconvey.co.uk, so you can create a branded experience that’s easily recognisable for clients. Whether you operate a single office or multiple branches, ProConvey allows you to manage all locations under one account. Easily add your entire team, setting custom permissions to control access rights. The platform is SOC 2 Type 2 certified, CCPA-compliant, and provides secure two-factor authentication through Microsoft or Google for added protection.

2. Mobile, tablet and desktop ready

ProConvey's branded online client platform is fully optimised for mobile and tablet, offering clients a seamless, professional experience on any device. This mobile-ready approach enables clients to conveniently complete tasks like verifying their identity, completing forms, eSigning documents, and uploading documents right from their smartphones or tablets. With ProConvey’s responsive design, your firm’s branded interface looks polished and accessible, empowering clients to stay connected and engaged throughout the entire conveyancing process, wherever they are.

3. Automated Data Collection

Client identity verification, source of funds, onboarding letters eSigning and payment on account are essential steps that can be admin heavy. ProConvey includes built-in secure ID verification and Source of Funds checks from Thirdfort and Yoti with the click of a button. The compliance element of the system also includes the ability for payment on account to be taken from clients via bank through debit cards with Stripe.

4. Compliance

Client identity verification, source of funds, onboarding letters eSigning and payment on account are essential steps that can be admin heavy. ProConvey includes built-in secure ID verification and Source of Funds checks from Thirdfort and Yoti with the click of a button. The compliance element of the system also includes the ability for payment on account to be taken from clients via bank through debit cards with Stripe.

See a demo of ProConvey's Thirdfot integration

ProConvey ensures that onboarding can be completed by all clients in a case without enabling them to provide all KYC information, case information and complete the TA forms in step-by-step questions. ProConvey takes each client through their individual and case related tasks providing legal teams with notifications on progress and case updates as tasks are completed. When the tasks are completed, the system generates TA forms ready to eSign by all relevant clients in the case.

5. Digital onboarding

ProConvey ensures that onboarding can be completed by all clients in a case without enabling them to provide all KYC information, case information and complete the TA forms in step-by-step questions. ProConvey takes each client through their individual and case related tasks providing legal teams with notifications on progress and case updates as tasks are completed. When the tasks are completed, the system generates TA forms ready to eSign by all relevant clients in the case.

6. UpFront enquiries

ProConvey’s Upfront Enquiries feature handles up to 80% of common enquiries upfront, gathering essential property details right from the start, reducing delays and allowing conveyancers to address potential issues early on.

7. HMLR legally binding eSignatures

The eSignature functionality is a core feature of ProConvey, enabling clients to sign documents digitally, securely, and instantly. Traditional paper-based signatures can delay transactions, but with eSignatures, clients can finalise documents quickly and from any location. This capability accelerates the entire process, allowing conveyancers to manage more cases in less time. Furthermore, ProConvey automates the document signing of onboarding letters and TA forms for all relevant clients in the case with its smart workflows. Conveyancers can issue TA forms to complete, and all relevant clients will be prompted to eSign without lawyers having to manually assign signatures to documents.

8. Contract-Ready Packs

ProConvey’s document management and contract-ready packs feature organises required paperwork into a downloadable pack. All documents are prepared, named correctly and consolidated in one place, ready for download into a zip file for easy distribution.

9. Essential Integrations

ProConvey seamlessly integrates with key conveyancing services, allowing lawyers to conduct property searches and order indemnities within the platform. This integration reduces the need for multiple applications and data entry, contributing to a smoother, more streamlined workflow.

10. Supporting evidence uploads

ProConvey’s portal makes it easy for clients to quickly upload necessary documents via secure scans or mobile uploads. Clients can submit files in various formats—PDFs, Word, Excel, JPEGs, and more—ensuring all supporting evidence for KYC and TA forms is collected at the outset. The platform automatically organises the uploaded documents, standardises the naming of the uploaded documents and adds them to relevant folders, streamlining access and download for conveyancers.

With one-click ordering, conveyancers can access tailored search packs to suit their firm's needs, including local authority searches, drainage and water checks, environmental assessments, and indemnities. Notifications keep users updated on order progress, and search results can be immediately viewed and downloaded.

12. Flexible Pay-Per-Case Model

The demands on conveyancers continue to grow, and clients now expect a faster, more responsive service. Digital onboarding solutions like ProConvey enable conveyancers to manage cases more efficiently and provide a higher level of service by automating repetitive tasks, reducing paperwork, and ensuring compliance.

The efficiencies offered by these platforms can ultimately lead to a reduction in processing times and a smoother transaction process for clients. With digital onboarding, conveyancers have access to a fully integrated system where client onboarding, data management, and compliance tracking are all handled within one or two platforms.

Transforming the Client Experience

By using ProConvey, conveyancers can offer a streamlined and modern client experience. From the initial data collection through secure digital verification and eSignatures, the online platform provides clients with a seamless experience. The platform allows conveyancers to engage with clients in real time, providing updates and reducing the time to onboard traditionally associated with paper based operations.

Why Now is the Time to Adopt Digital Solutions

With the flexibility, security, and efficiency offered by ProConvey, conveyancers have an opportunity to modernise their operations, minimize administrative burdens, and deliver faster, higher-quality services for all clients.

For conveyancers looking to stay competitive and meet the expectations of today’s tech-savvy clients, digital onboarding solutions provide a powerful way to optimise operations and improve client experience. Whether you’re handling multiple cases daily or managing a small firm, adopting these tools can lead to improved client relationships and cost savings.