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An automatic coffee machine, representing the march of automation.
Blog, Today's Conveyancer

How conveyancing firms are using onboarding automation to grow

August 15, 2025 Checkboard Team

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 […]

A traffic light countdown, showing the green man.
Blog, Today's Conveyancer

How conveyancers should start the customer relationship

August 13, 2025 Checkboard Team

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 […]

Two businessmen open a spooky briefcase – implying dodgy deals
Blog, Today's Conveyancer

How to make AML compliance part of your brand value

August 7, 2025 Checkboard Team

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 […]

A labyrinthine maze.
Blog, Today's Conveyancer

Do conveyancers need to rethink how they qualify property clients?

July 25, 2025 Checkboard Team

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 […]

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Blog, Today's Conveyancer

How automation helps small firms compete on compliance

July 1, 2025 Checkboard Team

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 […]

Two businessmen shaking hands over paperwork.
Blog, Today's Conveyancer

How manual onboarding erodes trust and reduces efficiency

June 24, 2025 Checkboard Team

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 […]

A burglar wearing a balaclava opens an unlocked door.
Blog, Today's Conveyancer

How conveyancers can fight fraud in the digital age

June 18, 2025 Checkboard Team

Fraud has become more sophisticated, and the pressure is on conveyancers to adopt new strategies to fight it. Fortunately, anti-fraud and anti-money laundering tools are getting more sophisticated too. What does property fraud look like in 2025? The property market has always been a magnet for fraudsters, but in recent years their methods have become […]

Blog, Today's Conveyancer

What do modern property buyers want from their conveyancer?

June 6, 2025 Checkboard Team

As the younger generation enters the property market, a new breed of digital-first buyer is reshaping expectations around conveyancing. And with comparison sites available at the touch of a button, conveyancers need to change fast to meet these new demands. How are client expectations changing? Today, Millennials make up the bulk of the home-buying market, […]

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Blog, Today's Conveyancer

Have you found the compliance risks hiding in your workflow?

June 4, 2025 Checkboard Team

Firms often focus on AML as the headline risk, but compliance gaps aren’t just created by criminals and bad actors trying to sneak in under the radar. In fact, many of the deepest cracks in your defences are caused by your own inconsistent workflows and incomplete documentation. That’s why organisations must embed compliance across their […]

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Blog, Today's Conveyancer

The new standard for client onboarding in conveyancing

May 30, 2025 Checkboard Team

Over the last decade, client expectations have shifted immensely. Outdated onboarding workflows are now costing conveyancers time and trust. So, what should onboarding look like today? How is customer onboarding changing? The conveyancing landscape is being shaped by mounting pressures: rising client expectations, evolving compliance demands, and increasing competition from tech-enabled firms. At the centre […]

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Checkboard Limited is registered at Companies House under company number 12243866. It is authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 950508. If you have a complaint that we cannot resolve, it may be eligible for consideration by the Financial Ombudsman Service (FOS). For more information, please visit the Financial OmbudsmanService website.
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Checkboard has been assessed and certified as meeting the requirements of ISO/IEC 27001:2022. This certification demonstrates our commitment to industry-leading information security practices. Certification applies to our information security management system (ISMS) and not to individual products or services. You can verify the validity of our ISO certificate by entering our certificate number 265514 via this link.
Checkboard logo.
Checkboard Limited is registered at Companies House under company number 12243866. It is authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 950508. If you have a complaint that we cannot resolve, it may be eligible for consideration by the Financial Ombudsman Service (FOS). For more information, please visit the Financial Ombudsman Service website.
Checkboard App
  • About
  • Contact Us
  • Help Center
  • Climate Pledge
  • Checkboard iOS App
  • Checkboard Android App
Partners
  • Pricing
  • CRM & CMS Integrations
  • Get Started
Client Onboarding for
  • Estate Agents
  • Residential Conveyancing
  • Automotive Brands
  • Law Firms
  • Letting Agents
  • Accounting Firms
  • Auction Houses
Security & Compliance
Checkboard has been assessed and certified as meeting the requirements of ISO/IEC 27001:2022. This certification demonstrates our commitment to industry-leading information security practices. Certification applies to our information security management system (ISMS) and not to individual products or services. You can verify the validity of our ISO certificate by entering our certificate number 265514 via this link.

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