Digital
Conveyancing
Maturity Index

In partnership with

How digital is your conveyancing?

Welcome to the first major survey of digital conveyancing capabilities to help conveyancers in England and Wales to understand just how digitally advanced their practices are… or aren’t. Complete your free assessment and we’ll provide you with a personalised report showing how your business is doing and benchmarking your results against the industry average and the average scores from the legal organisations you’re affiliated with.

Then you can use your bespoke report and the data however you want: justify the tech investment you need, sleep better at night knowing you’re not being left behind, ask for that raise, or just rib your competitors down the pub. It’s a comprehensive survey delivered in an easy-to-use multiple-choice format which should take less than 10 mins to complete. Your data and your individual score will not be shared with anyone else.

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

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 Safe Harbour compliant

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 supplied digitally

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

As above, with additional advanced analytics

What is your process for client onboarding questionnaires?(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 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 my CMS

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

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 data sources

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 of any changes to lender requirements

How do you interact with Lender Panels e.g. Lender Exchange, LMS, or ULS?(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 calendar to record statuses and deadlines

Use a pre-populated digital dashboard or calendar with automated updates

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

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 account details

As above, with proof of verification returned directly to our 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 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 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

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

Select all that apply

How does you 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.

Submission Form

We know you’re eager to get your results, so quickly complete your details below. We’ll be collecting data throughout the summer and will release a full report on the 28th September 2022 at the Digital Conveyancing Summit. We’ll also email you your personalised report along with the benchmarks for the legal organisations that you belong to.

Name(Required)

First Last

Company Email(Required)

Company Name(Required)

Job Title(Required)

Data protection(Required)

I give permission to store and process my data for providing access to my personalised report

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Digital Conveyancing Maturity Index

How digital is your conveyancing?

Digital Conveyancing Maturity Questions

1. General Info

2. Client Onboarding

3. Pre-completion

4. Post-completion

5. New Business & Client Comms

6. Integrations, IT, and everything else

Submission Form

Digital
Conveyancing
Maturity Index