The Digital Conveyancing Maturity Index is Back — Now with an AI Dimension

Conveyancing is changing fast, with lender requirements, fraud controls, and regulatory expectations continuing to raise the bar as AI reshapes how work gets done.

Find unique insights into how deeply technology is embedded in your firm’s workflows and how well it’s governed with the refreshed Digital Conveyancing Maturity Index.

Complete the assessment to receive your personalised report, benchmarking your firm against peers across England and Wales.

Complete your assessment

45%

average Digital Maturity score in 2024

300+

firms assessed

61%

manually recording key deadlines

An insight into YOUR firm’s digital capability

The pace of change has never been greater. Regulatory and lender requirements are tightening, AI is moving from curiosity to everyday practice, and the firms pulling ahead are those joining up their technology rather than running separate tools. Linked enquiries, consolidated dashboards, and a single view of deadlines are no longer aspirational.

The 2026 index has been rebuilt to reflect not just whether firms have technology, but how deeply it is integrated and what it delivers.

Complete the assessment today and, once data collection closes, we’ll send you a free personalised report benchmarking your firm’s digital conveyancing maturity against the rest of the industry. In the meantime, it helps to ask:

Are we using digital tools as well as, or better than, our competitors?
Are siloed systems and manual rekeying slowing us down?
What gaps exist in our current processes that could leave us open to risk?
How are other firms approaching AI governance, lender requirements, and digital ID, and what could we be missing?

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 seven 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?(Required)

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

Select the option that best describes the way you complete each task

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

Mostly in person

Mostly 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)

Bank statements sent by post or email

Via a secure client onboarding solution which provides a summary of a clients’ accounts via open banking

As above, with ability to upload evidence of Source of Funds and Wealth

As above, with additional advanced analytics

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

Forms sent out via post or email

Digital forms completed on mobile or web

Via a secure client onboarding solution with document uploads

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)

Forms sent and received via post or email

Digital forms completed on mobile or web

Via a secure client onboarding solution with document uploads

As above, plus documents returned into your CMS

As above, plus client data directly populating the CMS

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

Mostly by phone or post

Mostly by phone or email

Using a secure client onboarding solution

Using a secure client onboarding solution integrated with your CMS

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

Arrange payment via phone call or post

Provide clients with a website link just for payment

Provide clients with a secure app or portal

As above, integrated into CMS

How do you conduct your anti-money laundering checks?(Required)

Verify a client’s identity and don’t carry out further checks

Conduct our own checks against online databases (Peps / Sanctions / adverse media)

Use a 3rd party solution to digitally verify ID and screen

3rd party solution with automated monitoring and alerts

As above, integrated into CMS

As above, with reporting capability to extract data needed to monitor compliance

CMRA: How do you assess the risk of acting in your matters?(Required)

Make file notes manually on matters

Use a firm-wide template

Use an internal reminder system

Use an integrated risk assessment process linked to your onboarding solution

As above, integrated with CMS

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

Manual checks to verify details, such as a phone call

Online searches to research and confirm conveyancers' contact details

Use a secure client onboarding solution to verify individuals' account details

Use a secure client onboarding solution to verify other Solicitors' account details

As above, with proof of verification returned to our CMS

Select all that apply

3. Pre-completion

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 create and manage contract packs?(Required)

No digital management of contract packs

Automatic population of licence forms

Validation of data against associated documents

Automated attachment of relevant documents

Automated sharing via email or secure portal

How do you raise enquiries?(Required)

Written from scratch for each matter, sent via post or email

Via email using firm-wide templates and precedents

Via a third-party platform that generates suggested enquiries

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

Post or email-based communications

Email with case management integration to track outstanding enquiries

Via a third-party workspace with automated reminders and case management integration

Via a shared workspace that links both sides of the transaction

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

Manually create a report for each matter

Internally built library of templates for various property types

3rd party solution with content populated from predefined questions

3rd party solution with dynamic content populated from Land Registry

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)

Check requirements online and save a record to the matter

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

Log into their platforms to upload documents and updates

Use a third-party provider

Which of the following do you use the third-party provider for?(Required)

Managing lender notifications and authority to proceed

Sending and receiving updates

Sending and receiving mortgage offers

Sending certificates of title and coordinating mortgage advance payments

Documents returned directly to CMS

Select all that apply

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 check for transactional risks within pre-completion documents?(Required)

Read everything manually

Manual double-checking process by internal team member

3rd party solution reviews relevant documentation and flags risk

As above, integrated with CMS

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 ensure the accuracy of your SDLT submissions?(Required)

Manual human review before submission

Client onboarding data automatically populating SDLT forms

Software validations built into the submission process

Complex matters automatically escalated to a senior conveyancer or tax advisor

Select all that apply

How do you submit AP1 forms?(Required)

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 manual checklist to review against the file

Validations built into a 3rd party software provider's system

As above, plus ability to import or compare data directly from associated applications (e.g. Transfers, Charges, Leases)

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

Receive emails from HMLR, track manually (e.g. diary reminders and whiteboard), and respond via HMLR portal

Using HMLR dashboard

Using a dashboard via 3rd party specialist provider

As above, with automated monitoring and alerts

As above, integrated into my CMS

As above, with automated cross-referencing of SDLT filings and priority searches

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, with data then managed manually

Using online forms and a CRM system with automated reminders

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

As above, integrated into CMS

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

As above, integrated into CMS

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 third-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

Third-party disbursements posted to the client ledger

Submitting post-completion forms

AI legal assistant

Create and manage digital workflows

We don't use a CMS

Select all that apply

What type of e-signatures does your firm offer?(Required)

Standard e-signatures

Witnessed e-signatures

Qualified electronic signatures (QES)

We don't offer e-signatures

What do you offer e-signatures for?(Required)

Client care letters and/or terms of business

TA forms

Contract of Sale

Reports on Title approval

Drafted Stamp Duty forms

Land Registry Deeds

Mortgage Deeds

We don't offer e-signatures

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?(Required)

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

7. AI Usage and Governance

What AI are you using?(Required)

Open, generic AI (e.g. ChatGPT, Claude)

Closed, enterprise systems (e.g. Microsoft Copilot)

Legal-specific AI assistance (e.g. Lexa, Harvey)

Legal AI assistant embedded in CMS

AI embedded in third-party products

We do not currently use AI

Where, if at all, do you currently use AI in conveyancing?(Required)

Contract / Document drafting

Contract / Document analysis

Creating and/or managing enquiries

Creating and/or managing client reports

Triage and matter allocation

Assessing matter risk factors

Client communication (e.g. updates, FAQs)

Analysing business performance

Other (please specify)

We do not currently use AI

Is AI use covered by a firm policy (approved tools, data handling, supervision)?(Required)

No policy

Informal guidance only

Formal policy with training and oversight

How consistently is AI used across the team?(Required)

Individuals experimenting

Rolled out by team

Standard practice embedded into workflows

Do you have a dedicated role or process for identifying and adopting new technologies?(Required)

Yes

Submission Form

We're currently in the data gathering phase of this year's index. Once submissions close, we'll get to crunching the numbers and your personalised report will be sent to you in October. We will only use the details you've entered below to send your report to your email. Your responses will remain anonymous.

Name(Required)

First Last

Company Email(Required)

Company Name(Required)

Data protection(Required)

Please tick if you consent to InfoTrack Limited holding your personal data for the purpose of receiving the survey results.

Marketing

Please tick if you would like to opt-in to hear more from InfoTrack Limited regarding conveyancing industry events, webinars, and other services and products that may be relevant to you. You will be able to opt out at any time.

By pressing "Submit", I have read and accepted the Terms and Conditions and Privacy Policy.

In partnership with