Law and conveyancing are become increasingly digital, potentially posing problems for less tech-savvy property buyers. But in spite of that, 91.32% of Checkboard app users aged 70+ complete their onboarding. So, what is Checkboard doing differently to prevent firms leaving their older clients behind? The answer lies in identifying the sources of friction, and providing […]
AML for conveyancing is increasingly faced with a stark choice: adopt new technology or stick to tried-and-tested methods. Those that embrace AML conveyancing change are already moving faster and winning more new clients than their competitors still relying on manual processes. How AML for conveyancing is evolving Conveyancing, like many legal professions, is based on […]
Law firms and conveyancers are increasingly turning to online identity verification tools to automate workflows and make important gains in efficiency and productivity. But the wrong technology can have the opposite effect. Many platforms offer a one-size-fits-all model that may look attractive from the outside, but in reality leaves firms bogged down in irrelevant data […]
Whether it’s by the SRA, CLC, or HMRC, there’s always an audit just around the corner. Instead of scrambling to get your reports ready at the last minute, you can win peace of mind and get your clients legally ready faster by proactively embedding compliance across your workflows. Audits don’t need to be stressful Audits […]
Across the conveyancing landscape, automation is unlocking serious growth. From small practices to conveyancing giants, firms are adopting tech solution to onboard clients faster and more efficiently. But what does automation look like in practice, and what are the real benefits to this revolution? Scale efficiently with automation For many firms, growing the business simply […]
For conveyancers, the entire customer relationship is important. But the first ten days set the tone for every transaction. That’s why getting those early steps right is vital to your success. Why are the first ten days important? The moment a client instructs you, the countdown begins. These first ten days are the critical window […]
Anti-money laundering (AML) compliance is often treated as a chore. But in the right hands, it’s also an important way to signal trust. Conveyancing firms need to understand how to make it work as a tool for increasing their reputation. Why is good compliance important? AML compliance is important. For many firms, however, it’s just […]
Client qualification is no longer just about affordability. An increasingly risky property market demands a more thorough approach to due diligence. But technology allows firms to turn this onerous regulatory burden into a swift, smart process. How qualification has changed Traditionally, qualifying a client simply meant ensuring they had the ability to repay their fees […]
Compliance isn’t just the responsibility of big firms. With the right partners and the right tools, even the smallest team can meet regulatory demands without sacrificing performance. What do the regulators expect from small firms? Regulators won’t give you a break just because your firm is small. Whether you’re a solo practitioner or running a […]
If you’ve always relied on tried-and-tested manual processes, you may not realise how much this inefficiency is eating into your margins and damaging your brand. Fortunately, the fix is much easier than you might think. Financial and reputational cost In conveyancing, trust is everything. Your clients want a reliable, efficient, trustworthy service, so any perception […]
