The Conveyancing Administration Problem
Conveyancing has one of the highest administrative burdens of any legal practice area. A typical residential sale involves Land Registry title checks, property searches, SDLT calculations and submissions, mortgage redemption requests, completion statements, and a constant stream of client progress queries — much of which generates no direct billable time but consumes hours of fee-earner and support staff capacity.
Susan's conveyancing module automates the majority of this administrative overhead: integrating directly with Land Registry, auto-generating completion statements from matter data, tracking search orders, and updating the client portal automatically as milestones are reached. The result is that fee-earners spend their time on the legal work, not the logistics.
How Susan Handles a Conveyancing Transaction
Matter opened
Instruction received and matter opened. Susan auto-generates the client care letter, adds the matter to the compliance diary, and triggers the initial search order workflow.
Title investigation
Automatic Land Registry title register and title plan retrieval. Susan flags unusual entries and cross-references against standard conveyancing risk checklist.
Searches managed
Search order tracking dashboard shows outstanding searches, estimated return dates, and flags overdue items. Results filed automatically when received.
Exchange and completion
SDLT calculation run automatically from matter data. Completion statement generated, funds tracking managed, and client portal updated with completion confirmation.
Post-completion
AP1 registration prepared, SDLT return submitted, and matter archived. Bill generated from captured time entries with billing narrative auto-drafted.
Conveyancing Features
Land Registry Integration
Direct integration with HMLR for title register and plan retrieval, official copy requests, and AP1 application preparation.
SDLT Automation
HMRC SDLT calculator built in. Auto-generates return from matter data. Flags higher rate scenarios (additional properties, non-residential).
Search Tracking
Centralised search order dashboard with status tracking for local authority, water, environmental, and drainage searches.
Completion Statement Generation
Auto-generates completion statement for buyer and seller from matter data. Calculates apportionments automatically.
Client Portal
Secure client-facing portal shows transaction progress. Auto-updates at each milestone. Reduces "how is my purchase going?" calls by 70%.
Leasehold Module
Leasehold-specific workflows: management company enquiries, service charge apportionments, notice of transfer, and deed of covenant tracking.
AML Compliance
Conveyancing-specific AML checklist including source of funds, PEP screening, and enhanced due diligence flagging for high-risk transactions.
Requisitions Tracking
Land Registry requisitions tracked centrally with deadline alerts. Auto-generates response drafts for standard requisition types.
Supported Conveyancing Matter Types
| Matter Type | Automation Coverage |
|---|---|
| Residential sale | Title checks, completion statement, billing, client portal, archive |
| Residential purchase | Title checks, searches, SDLT, completion statement, AP1 prep, billing |
| Remortgage | Title checks, redemption statement, mortgage offer tracking, billing |
| Leasehold purchase | Full leasehold workflow including management enquiries and notices |
| Transfer of equity | Title checks, SDLT if applicable, Land Registry AP1, billing |
| Commercial property | Commercial title checks, SDLT (including non-residential rates), completion |
| New build purchase | Build stage tracking, mortgage drawdown, developer liaison workflow |
Why On-Premises Matters for Conveyancing Practices
Conveyancing matters contain some of the most sensitive client data a law firm handles: bank account details, mortgage information, purchase prices, identity documents, and proof of funds. This data is a high-value target for cybercrime, and conveyancing practices are disproportionately targeted by property fraud and business email compromise.
On-premises deployment means your client data never transits third-party cloud infrastructure. There is no cloud vendor for a fraudster to impersonate, no third-party server for an attacker to breach, and no vendor outage that stops your fee-earners from accessing active transaction files.
Susan runs entirely on your own Windows Server. All data — every document, every completion statement, every client communication — stays in your building, on your systems, under your direct control.
See Susan Running on Your Conveyancing Matter Types
Book a 45-minute demonstration configured specifically for residential or commercial conveyancing. We'll show you the Land Registry integration, SDLT workflow, and client portal live.
Book Your Free Demo →