End to End Conveyancing Management Portal & Case Management System

The Convey365IT Portal provides the most effective and successful client onboarding facility available in today’s UK conveyancing market. It is both user friendly and fully risk and regulatory compliant and cyber safe. We have pioneered in the adaptation of best conveyancing practice to facilitate revolutionary digital conveyancing processes within the Convey365 Portal.

Convey365 Portal

 

  • Sales functionality featuring state of the art legal cost estimate generation and fully customisable for a wide range of sales requirements and customers.
  • Fees, disbursements and Land Tax requirements in England and Wales are all easily tailored to provide accurate online conveyancing quotes which comply with all current legal regulations.
  • Online Client Onboarding with a full suite of client information videos to comply with all regulatory, data, risk and cyber protection requirements.
  • Client ID – Fully complaint to HMLR Safe Harbour standard
  • Source of Funds including Open Banking with intuitive features to ensure all required AML information is available at the outset of the transaction.
  • Digital Signatures – Clients are able to review and electronically sign a variety of documents directly in their client Portal.
  • Cyber Security Protection – Accredited to the highest industry standards and additional cyber security advice and products offered to clients throughout.
  • 24/7 Case Tracking, Client Feedback Report, Performance Tracking.

Convey365 Case Management

The future of digital conveyancing will be defined by the case management systems used by Conveyancers.

The Convey365 case management system is revolutionary and market leading in terms of digital conveyancing innovation and client service delivery.

Designed by Conveyancers for Conveyancers, the Convey365 CMS provides all of the necessary tools to facilitate digital conveyancing through an innovative and Client focused case management system.

  1. The Convey365 CMS is linked directly to the Portal, facilitating the seamless and safe transfer of documents, data and client communication between the Conveyancer, Client and relevant trusted third parties
  2. The Convey365 CMS is free of charge for Conveyancers, with our fees being met from peripheral conveyancing products and commission payments.
  3. The Convey365 CMS has pioneered in digital conveyancing, being the first IT system used to facilitate the first recorded digital exchange of contracts in 2017 and the first Conveyancer Code for Completion in 2019.
  • Intuitive residential conveyancing workflow and cloud based system with interactive compliance checklists from Instruction to Post Completion
  • Comprehensive conveyancer dashboards for effective caseload management
  • Full suite of customisable precedents with the ability to amend, send and save all directly from CMS.
  • Manage all tasks on your files through daily tasks lists linked directly to your workflows and checklists. Easily delegate tasks and create work allocations throughout the transaction for allocation to your support teams.
  • Enhanced Risk & Compliance solutions throughout for Conveyancers, Support Teams, MLRO, HOLP/COLP & HOFA/COFA
  • Cyber Security Protection – Accredited to the highest industry standards and additional cyber security advice and products offered to clients throughout.
  • Third Party Integrations – Open API for full integration options across all suppliers and key stakeholders.
  • Complete Accounts Package integration solution to effectively manage your business and financial planning.
  • Automated Online Client Service reviews and reporting tools for full visibility and reputation management.
  • Innovative business support integrations including desktop telephone, AI driven post scanning and video meeting tools.
  • Full suite management reporting including detailed and customisable reporting, business performance management and individual success against KPI’s.

Quote from Janine Edwards, HOLP & Legal Director, Convey Law

 

“The Convey365 case management system has allowed us to shorten transaction timelines by over a month by using the workflows effectively and to increase our average fees by over £400 per transactions, simply by ensuring that we charge appropriately for the work that we do.”

Efficiency, Compliance, Client Service and Security – We are here to even the playing field – Book your demo today:

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