Manage enquiries
Record referrals, prepare estimates and follow instructions through to file opening.
For conveyancing law firms
Bring enquiries, matter progress and approved updates together in one workspace for your conveyancing team.
An illustrative matter journey
The workspace
Record referrals, prepare estimates and follow instructions through to file opening.
Track milestones, outstanding actions and review points across purchases, sales and auction matters.
Review progress wording before sharing it with the people who have access to the matter.
About us
We built Conveysation after working with busy conveyancing teams. We know the time it takes to chase replies across inboxes, bring a colleague up to speed on a file and keep estate agents informed as a referral network grows.
Conveysation brings referrals, branded estimates, client decisions and case progress into one workspace. Case correspondence can become a draft update for your team to review, so the latest position, outstanding actions and next step are easier to find when a colleague picks up the file.
Estate agent accounts can sit alongside the firm’s employee accounts, with access set for the cases each agent needs to see.
A colleague can see the current position, outstanding actions and next step when they pick up a file. Updates are reviewed before they are shared.
Show your interest
We’re testing Conveysation with Lawyers Investment Group. If you’d like to hear from us as it develops, send us your details and we’ll be in touch.
Existing users
Use the account your firm has set up for you. The link opens the secure Conveysation sign-in form.