Client onboarding on autopilot

Streamline the home selling process with automated onboarding and contract ready packs for conveyancing.
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5-star rating
5.0
from 200+ reviews
Awards
STARTUP SERVICE PROVIDER OF THE YEAR
HIGHLY COMMENDED

Partners, clients and integrations

Ascension VC logoInnovate UK logoHM Land Registry LogoCompanies house logoYoti eSignatures and ID and AML check logoIntegration iconRoyal Mail logoChartahouse conveyancing logoStripe logoStripe logoStripe logo
Features

Why ProConvey?

Save money and time and give clients the support they need to onboard automatically - error-free. Trusted by legal professionals.

Invite clients and onboard automatically

Enter client information and click - then sit back while ProConvey does the rest.
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Automatically generate and issue onboarding letters for eSigning
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Receive secure digital payment on account
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Complete full, secure ID and AML verification checks
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Verify property addresses with HMLR integration
Onboarding tasks in conveyancing for clients to onboard automatically

Fact-find with ease

Automatically collect property, owner, buyer, parties and transaction information for each case.
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Intuitively gather all owner and parties details and documents
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Automatically receive and verify all transaction information
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Clients upload or scan relevant supporting evidence
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Verify property addresses with HMLR integration
Conveyancing supporting evidence upload and scan using the ProConvey mobile app

Verify and onboard all parties securely

Quickly verify all parties and invite them to complete onboarding with one click.
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Automatically issue letters for attorneys, executors and deputies
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Instant signing with HMLR Legally-binding eSignatures
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ID, AML and SOF checks
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Invite giftors, verify ID and SOF and eSign gifted deposit declarations
Verify and onboard all parties securely in ProConvey conveyancing onboarding software
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

Guided support through TA forms

Our user-friendly, bitesize questions guide clients to correctly complete the TA forms and provide all supporting evidence.
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Intuitive guided support to complete both the TA6 and TA10
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TA7 or TA9 forms automatically enabled where applicable
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Open AI and ML conversational client support bot
Coming soon
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TA forms eSigned instantly with HMLR compliant eSignatures
Digital Law Society TA forms and eSigning with ProConvey Conveyancing onboarding software

Additional enquiry forms

Automatically issue all relevant additional enquiry forms based on the client’s information, to reduce buyer enquiries and speed up the transaction.
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Conservatory enquiries
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Porch enquiries
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Driveway / hardstand enquiries
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Solar panels (leased and owned)
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Sewage treatment plant
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Septic tank
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Tenancy (Sitting and vacant)
upfront enquiries using ProConvey conveyancing onboarding software

Get a completed, error-free pack ready for review - FAST

Swiftly receive your client’s complete, compliant onboarding information and contract ready, eSigned conveyancing pack.
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Legally-binding eSigned onboarding letters from all parties
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Instant payment on account into your bank account
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Automated ID, AML and SOF checks for all parties
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TA forms completed and eSigned by all parties
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Additional pre-emptive enquiry forms
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All supporting evidence uploaded
Contract ready conveyancing packs with digital conveyancing onboarding

Frequently asked questions

Everything you need to know.
Is it easy to start using ProConvey?
Can I try out ProConvey?
Are ProConvey payments secure?
Do I need to use all the features in ProConvey?
How does billing work?
Can I cancel anytime?
ProConvey customer support team
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.