What’s your Maturity Score? Digital Conveyancing Maturity Questions "(Required)" indicates required fields 123456 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 InfoHow 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 applyApproximately 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) No Yes Have you completed the Digital Conveyancing Maturity Index before? Yes No 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 OnboardingHow 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-completionHow 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-completionHow 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 CommsHow 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 elseAre 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 applyWhat 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 applyHow 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 Submission FormWe know you’re eager to get your results, so we’ll get to crunching the numbers and your report should be with you within 4 hours. We will only use the details you’ve entered below to send your personalised report to your email. 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