Conveyancing Case Management Software for UK Law Firms

Conveyancing case management software is a central platform to help you manage everything you need for real estate cases.

Conveyancing software helps conveyancing professionals get organised, hit deadlines, and achieve successful outcomes for their clients.

The best conveyancing case management software makes conveyancing matter management and document management a breeze. That’s what Clio offers. Conveyancing professionals can store all critical information in one easy-to-use, cloud-based, online conveyancing matter system. This can be accessed at any time, anywhere and can help you to manage clients’ information, documents from local authority searches, and contracts more easily and efficiently. 

Conveyancing case management software (also known as conveyancing software and conveyancing practice management software) also integrates directly with online conveyancing solicitors’ tools. Create automated, end-to-end workflows and spend less time switching back and forth from tool to tool. Integrate with your calendar and never again miss a deadline, such as a deadline to pay a client’s stamp duty land tax (SDLT).

Put simply, all conveyancing professionals—whether traditional firms or online conveyancing solicitors—can benefit from the productivity, performance, and profitability benefits provided by conveyancing management software.  

Conveyancers and conveyancing solicitors can identify the best conveyancing case management software for them by identifying what their firm’s needs are—and what the biggest challenges are. This might be conducting conveyancing property searches, reviewing the seller’s documents, or exchanging contracts. 

This list of pain points will outline the capabilities that conveyancing lawyers need—which is the perfect starting point when considering new software.

But features alone aren’t the be-all and end-all. Top conveyancing firms and conveyancing solicitors understand that they will have an ongoing relationship with their conveyancing matter management software provider. This means that they need to choose a provider who has fantastic customer service 24/5—and who won’t stop trying to make their lives easier.

In other words, a provider like Clio.

Using world-leading legal software, like Clio, for conveyancing matter management makes it easy for conveyancing solicitors and other conveyancing professionals to stay on top of outstanding tasks, and upcoming deadlines, and achieve successful outcomes for their clients.

This is especially valuable when you consider how complex the conveyancing process is.

When you consider how many matter types conveyancing professionals have to deal with—Sale, Purchase, Remortgage, Buy to Let, Right to Buy, Transfer, Landlord and Tenant, among others—the need for a central, intuitive conveyancing matter management software becomes clear.

It’s not easy staying on top of all these different matter types—unless you use a trusted conveyancing legal software solution, like Clio’s. 

Use it to store all key documents relating to a particular matter in an easily accessible cloud-based portal. Whether you’re looking for a TA6 or fittings and content form or any other necessary form related to a matter, you’ll know where to find them. Log in at any time and from anywhere. You might be out of the office, but by using legal software for your conveyancing matter management, you’ll always be in the know.

Clio’s legal software supports fixed-fee billing, including for conveyancers. Dive into the activity categories in Clio Manage to set standard flat fees for the different services you offer, such as conducting local searches, reviewing survey reports, and drafting up contracts.

Make fixed-fee billing a breeze with Clio’s case management software.

While Clio Manage and Clio Grow weren’t specifically built for conveyancing, they can certainly help conveyancers improve how they operate. 

Clio’s practice management software allows both traditional and online conveyancing solicitors to do more in less time. With Clio Grow, client onboarding is reduced to a single step. All communication, key documents, and upcoming deadlines are stored in an always-accessible portal. 

Better still, Clio’s conveyancing software integrates fully with leading tools. Automatically connect it to InfoTrack, Microsoft 365, Xero, Quickbooks, and more. 

Create a single source of truth for all your conveyancing operations. Eliminate inefficiency and guesswork. Deliver the service that your clients want—and build your dream firm.