AI for conveyancing
A residential sale is thirty documents from ten places: ID, title, searches, property forms, the managing agent, the lender. The conveyancer requests them, waits, chases — and exchange slips three weeks because one item was never asked for. The task that costs in a practice is that: the missing document, not the legal work, which stays with the conveyancer and must.
The tasks we remove first in this industry
What this industry pays when nothing moves.
Ranges, not promises. They come from tasks we meet in this industry and orders of magnitude we measure in the survey — yours may fall outside, in either direction.
What we remove, and what we leave.
Each task is described with what the agent takes on and what stays with a person. If the second column is empty, we have not understood the industry.
Collect documents from the day the file opens
What the agent does
From the list per transaction type, it requests on day one from buyer, seller, agent, managing agent and lender, chases at the right time and files what arrives.
What stays with a person
Reviewing a document. It notes that it is there; what it means, the conveyancer reads.
Prepare search requests
What the agent does
Local authority, drainage, environmental: it pre-fills requests from the file and tracks the returns.
What stays with a person
Ordering under the firm’s name, and reading the results.
Pre-fill forms from the file
What the agent does
From documents received, it fills the factual fields — names, addresses, title numbers, price — each field pointing to its source.
What stays with a person
The legal work. A pre-filled field is not a report on title; that stays with the conveyancer.
Update buyers and sellers
What the agent does
« Where is my sale », « did you get the survey », « what is still outstanding »: it answers from the file status, citing.
What stays with a person
Anything touching law, tax or advice. It informs; the conveyancer advises.
Prepare for exchange
What the agent does
It checks the file is complete before exchange, lists what is still outstanding, and coordinates dates from calendars.
What stays with a person
The decision to exchange and complete, and everything agreed in between.
No title is reviewed, no advice given, no exchange approved by an agent.
Conveyancing carries the practice’s professional responsibility. The agent requests, files, pre-fills factual fields and reports file status. It does not review title, does not interpret a search, and takes no view on any legal or tax question. The diagram below shows where its reach ends.
The agent never judges a document: it is there or it is not. What it says, the conveyancer reads.
Ten systems, one survey, one system opened at a time — the one with the shortest payback. Read the full method, or go back to the AI agency page.
What we open it with, and why here.
The choice of tool comes last, and it is reversible. But in this industry, three constraints keep coming back and steer the choice before we even start.
It reads what your tool exposes and writes where it allows — files, documents, forms. It replaces nothing.
Client files are confidential. The agent lives in your perimeter, access is named, nothing trains a model.
It lives in the head of your most experienced conveyancer. Written once, it sends every request on the day the file opens.
What we hear in this industry, before we start.
Pre-filling a form — isn’t that doing the legal work?
No: a name, an address, a title number are facts copied from a document, with the document alongside. Reviewing title and advising is the legal work, and the agent does not touch it. That is written into the quote.
Our clients are anxious first-time buyers. A machine will annoy them.
They call because they do not know where their purchase stands. An answer in minutes, from the file, with what is still outstanding, reassures more than an unreachable conveyancer. As soon as the question touches law, a person answers.
How long before it is useful?
The survey of the ten systems is delivered within 72 hours. Opening the first system takes two to six weeks. In a practice, the written document list takes the time — not the technology.
The areas where we are called most for this.
The same tasks, in neighbouring industries : AI for solicitors, AI for real estate, AI for legal teams.
We will tell you which system to open first.
Describe the task that costs you the most. We will tell you what is feasible, how long it takes and what it costs. If the answer is no, you will leave with the two reasons why.