Solving the 4 Biggest Pain Points in Conveyancing

Conveyancing should be about delivering excellent legal outcomes, not wrestling with admin. Yet for most firms, daily workflow is clogged by inefficiencies that waste time, frustrate clients, and cut into margins.

Here are four of the most common operational headaches conveyancers face - and how you can fix them fast with the help of tech, and Xperate.

1. Client Onboarding That Drains Your Time

The Problem: Every new client means an avalanche of manual data entry, back-and-forth emails, and chasing signatures. Multiply that across dozens of matters, and your fee earners are losing hours each week before the legal work even begins.

The Fix: Automate onboarding. A streamlined digital intake form, integrated directly into your case management system, collects client data once, accurately. Combine it with automatic document generation and e-signatures to cut onboarding from days to minutes.

2. ID Verification and Compliance

The Problem: Manual ID checks and paper-based compliance processes are slow, error-prone, and expose you to regulatory risk. Worse, they're increasingly out of step with client expectations for digital-first service.

The Fix: Integrate secure digital ID verification and AML checks into your onboarding flow. Modern platforms validate documents and run checks automatically - flagging issues and storing a full audit trail in your matter file. It’s safer, faster, and SRA-compliant.

3. Clients Who Want Constant Updates

The Problem: Clients want to know what’s happening - right now. But legal teams don't have time to field update calls all day. Managing expectations (and keeping inboxes sane) becomes a delicate balancing act.

The Fix: Set expectations early, then use automated milestone notifications and a secure client portal / app. Clients get clarity and visibility on their case without chasing. You reduce inbound emails and reclaim your day.

4. Post-Completion Admin That Never Ends

The Problem: Even after the matter “closes,” the real admin begins - filing SDLTs, registering titles, and chasing up requisitions. It’s manual, repetitive, and risky if something gets missed.

The Fix: Digitise post-completion workflows. Pre-populate forms using matter data, submit to HMRC and HMLR directly via integrations, and use automated reminders to track deadlines. What once took hours becomes a few structured clicks.

Final Thought

Technology won't replace the expertise of your team - but it can eliminate the friction that holds them back. By automating the right parts of the process, you not only reduce risk and overheads, but you also create space to deliver better service.

Ready to fix the pain points in your practice? Xperate can help - get in touch with me today by booking a call here.

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