All in One Conveyancing Management Portal & Case Management System

Convey365 is an innovative conveyancing management portal and case management system designed to streamline digital conveyancing processes.

It offers seamless client onboarding, legal compliance, and state-of-the-art cyber security. Convey365 integrates intuitive tools such as online quotes, digital signatures, and 24/7 case tracking, ensuring a user-friendly experience for both conveyancers and clients.

With a proven track record of industry-first innovations, Convey365 leads the future of digital conveyancing.

Convey365 Portal

 

The Convey365 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.

End to End Conveyancing Management Portal & Case Management System

 

  • 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 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 can review and electronically sign 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 System

 

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.

Convey365 Case Management System Features

 

  • 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

Convey365 Case Management System Features

 

  • 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.

Our Promise

Security & Integration

Accredited to Cyber Essential Plus Standards with full Multi-Factor Authentication and stringent security protocols, our systems are designed to protect the safety of your business and clients whilst also offering full integrations to our innovative Case Management System.

Revenue Generation

The industry’s first cost-positive pricing offering law firms the unprecedented ability to access industry leading technology for free and the ability to significantly increase their revenue on each and every case.

Innovative Technology

With a history of leading innovation in our industry from the first digital contract exchange in 2017 and the first Conveyancer Code for Completion in 2019; we continue to strive for revolution and innovation across our systems, technology and processes.

Quote from Janine Edwards, HOLP & Managing 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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