Better understand your digital capabilities in conveyancing

Law firms are continually looking for ways to improve their productivity, how they manage compliance, and how to remain competitive.

Find unique insights into how your firm compares to industry averages, as well as ways you can keep improving with the Digital Conveyancing Maturity Index.

Access your personalised report to identify how to make the most of your technology, if there are gaps leaving you open to risk, or how you can benefit from new tech such as AI.

Complete your assessment

43%

average Digital Maturity score

300+

firms assessed

22%

use digital dashboards

An insight into YOUR firm’s digital capability

The Digital Conveyancing Maturity Index helps law firms assess their digital capabilities and, most importantly, understand where opportunities exist to optimise their conveyancing process.

The pace of change in this industry is now more rapid than ever before: AI is now becoming part of the day-to-day rather than the stuff of science fiction. Digital IDs have all but replaced traditional documents, and cross-platform document sharing is delivering new efficiency opportunities.

Standing still just isn’t an option. Which is why this year’s index has been updated, and scoring rebased to reflect industry change.

Five minutes is all it takes to access a free, personalised analysis of your firm’s digital conveyancing maturity, helping to answer key questions such as:

Are we using digital tools as well as – or better than – our competitors?
What are other firms doing that we could be missing out on?
What gaps exist in our current processes that could leave us open to risk?
How can we leverage new technologies, such as AI and digital document sharing to deliver greater value for our clients?

Digital Conveyancing Maturity Questions

"(Required)" indicates required fields

OK, let’s get you started… please answer these questions as honestly and accurately as you can. If you can’t find the perfect answer, don’t worry, just go with whatever you feel most closely represents the way you do things. There are only five sections and at the end of the survey we’ll ask you for you and your firm’s details, but rest assured we will not share your individual data with anyone other than you. Good luck…

1. General Info

How many people work at your firm in total including any consultant solicitors/conveyancers?(Required)

1-25

26-75

76-199

200+

How many locations does your firm have?(Required)

0-1 offices

2-5 offices

6-9 offices

10+ offices

How would you describe the focus of your company’s operations?(Required)

Local

Regional

National

International

Company affiliations: Please select all of the following that applies to your company.(Required)

Law Society Member

CLC Member

Conveyancing Association Member

Bold Legal Group Member

LawNet Member

CQS Accredited

SLC Member

Select all that apply

Approximately what percentage of your company’s business is conveyancing?(Required)

0-25%

26% - 50%

51% - 75%

76%+

Does your firm build its own technology solutions?(Required)

Yes

Have you completed the Digital Conveyancing Maturity Index before?

Yes

If yes,

The report was useful/insightful

The report instigated discussions about using technology more

We have invested in more technology based on the results/insights

We have changed our business based on the results/insights

We have become more efficient thanks to what we learnt

None of the above

2. Client Onboarding

How does your firm complete checks to verify a client's identity?(Required)

Mostly in person

Via video call

Use a 3rd party solution using a mobile phone or webcam

Use a 3rd party solution including a mobile app that is in line with HMLR digital ID Standard

As above built into our own branded Apps and websites

How do you verify your clients' Source of Funds?(Required)

Verification of clients' printed bank statements

Verification of clients' bank statements uploaded digitally

Use a 3rd party solution which provides a summary of a client's source of funds

As above, with ability to upload Proof of Funds information

As above, with additional advanced analytics

What is your process for client onboarding questionnaires?(Required)

Digital forms completed online

Static PDF forms sent to the client, completed, scanned, and returned via email

Editable PDF forms sent to the client and returned via email

Digital forms completed on mobile or web

As above, plus documents returned into your CMS

As above, plus client data directly populating the CMS

How do you complete TA property information forms?(Required)

Mostly printed forms sent and received by post

Static PDF forms sent to the client, completed, scanned, and returned via email

Editable PDF forms sent to the client and returned via email

Digital forms completed online

Digital forms completed online with data directly populating the CMS

During onboarding, how are you communicating with your clients?(Required)

Mostly via post and telephone

Mostly via post and email

Mostly via email

Using a client portal we have developed in-house

Using a 3rd party client portal

Using a 3rd party client portal integrated with your CMS

How do you manage client payments on account?(Required)

Arrange payment via phone call or post

Provide clients with a weblink for payment

Provde clients with a dedicated app or portal

3. Pre-completion

How do you send initial contract packs to the purchaser's conveyancer?(Required)

Collate physical files and send via post

Collate the electronic files and send electronically

Collate the electronic files and send via downloadable web link

Generate a digital contract pack and provide a link for the other conveyancer to access

Generate a digital contract pack and share this to the other solicitor via their CMS

How do you share documents with the other party's conveyancer?(Required)

Collate physical files and send via post

Collate the electronic files by email

Collate the electronic files and send via downloadable web link

Using a digital solution that sends and receives documents and saves them to my CMS

How do you manage enquiries on a property?(Required)

Email based communications

Email based communications with templates

Email based communications with templates and CMS integration

Using a 3rd party solution that sends, receives, and records enquiries

As above, but with added value features such as suggested responses and reminders

How do you prepare your Report On Title?(Required)

We create a bespoke report for each matter

We have internally built a library of templates for various property types

We use a 3rd party solution with content populated from predefined questions

We use a 3rd party solution with dynamic content populated from Land Registry

We use a 3rd party solution with dynamic content populated from Land Registry and other external data sources

How do you ensure that the most up to date regulatory information is included in your Report On Title?(Required)

Notifications from regulators sent to individuals who manually update their templates

Notifications from regulators collated centrally and firm-wide templates are manually updated

Use software solution that automatically updates content into all relevant reporting templates

Use software solution that automatically updates the content used to create reports dynamically

What is your process for managing and updating Lender requirements?(Required)

We check requirements online

We check requirements online and save a record to the matter

We use a 3rd party to check requirements and provide a digital audit trail

As above, with automated monitoring/alerts for any changes to lender requirements

How do you interact with Lender Panels e.g. Lender Exchange, LMS, or Smoove?(Required)

We don't use Lender Panels

We log into their platforms to upload documents and updates

We use a 3rd party provider to send and receive updates automatically

We use a 3rd party provider to send and receive updates and mortgage offers

As above, with documents returned directly to our CMS

How do you monitor and manage key activities, dates, and deadlines?(Required)

Capture and update information manually and individually

Use a shared spreadsheet or online calendar to record statuses and deadlines

Use third-party task management software to record statuses and monitor deadlines

Use a pre-populated digital dashboard with automated updates integrated with your conveyancing provider or CMS

How do you verify recipients account details before the transfer of funds?

We do manual checks to verify details, such as a phone call

We do online searches to research and confirm conveyancers contact details

Yes, we use a 3rd party solution to verify Individuals account details

Yes, we use a 3rd party solution to verify other Solicitors account details

As above, with proof of verification returned directly to our CMS

Select all that apply

4. Post-completion

How do you submit SDLT forms?(Required)

By post

Directly to the HMRC portal

Using a 3rd party specialist provider

Using a 3rd party specialist provider integrated to my CMS

How do you submit AP1 forms?(Required)

Manually complete and post to HMLR

Uploading the form to the HMLR Portal

Completing an online form in the HMLR Portal

Using a 3rd party specialist provider

Using a 3rd party specialist provider integrated with my CMS

How do you ensure that the data you submit to HMLR is accurate?(Required)

Use a checklist and review agaist the file

Manual checking of colleague's forms before submiting

Validations built in to a third party software providers system

As above plus ability to import or compare data directly from Deeds/TR1

How do you monitor and manage HMLR requisitions?(Required)

Receive emails from HMLR and respond via HMLR Portal

Using HMLR dashboard

Using a dashboard via a 3rd party specialist provider

As above, with automated monitoring and alerts

As above, integrated into my CMS

5. New Business & Client Comms

How do you provide pricing information to prospective clients?(Required)

By phone or email

Website features a price list

We have an interactive fee calculator online

We have a personalised quote builder and lead management system

How do you manage inbound enquiries and leads?(Required)

Via telephone or email

Using an online form but data is then managed manually

Using online forms and a CRM system with automated reminders, etc.

Using specialist lead management software with reporting, tracking, and reminder functionality in-built

How do you update clients on the progress of a matter?(Required)

Mostly by phone or post

Mostly by phone or email

We send automated emails or texts based on predefined milestones

We have an online portal or app that automatically updates clients on the progress of their matter

6. Integrations, IT, and everything else

Are you using Case Management Software (CMS) to manage conveyancing matters?(Required)

We don’t use a CMS

We have a CMS with office based access only

We have a CMS with home & office based access

Which of these activities are you able to do within your CMS?(Required)

Matter data populated into 3rd party ordering platforms

Search results returned back into the CMS

Upload plan directly from CMS to search provider

Documents received during client onboarding populated into the matter

3rd party disbursements posted to the client ledger

Submitting post-completion forms

We don’t use a CMS

Select all that apply

What do you offer eSignatures for?(Required)

Client care letters and/or terms of business

TA Forms

Contracts of Sale

Reports on Title Approval

Drafted Stamp Duty Forms

Land Registry Deeds

Mortgage Deeds

We don't offer eSignatures

Select all that apply

How does your firm keep records of conveyancing matters?(Required)

Physical files

A mixture of physical and digital files but no single digital record

We have a complete digital record stored on-site

We have a complete digital record stored in the cloud

As above, and the ability to extract this data easily for management tasks e.g., running reports or preparing for PI renewals.

Which of the following are you able to complete using data from digital systems?

Ongoing, matter specific, compliance alerts to be notified when a transaction is not following the correct process.

Management oversight information to view high level transaction information

Data to provide for Professional Indemnity Insurance proposals

Team Performance and Analytics

File Reviews

CQS, SRA, CLC or similar Audits

Select all that apply

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