How conveyancing firms are using onboarding automation to grow
From boutique practices to large law firms – and even the Magic Circle! – automation is unlocking serious growth. But what does it look like in practice?
Scale efficiently with automation
For many firms, growing the business simply means adding more clients. But that typically means adding more work, more admin, and more strain on already stretched teams.
But growth doesn’t have to mean chaos, and with the right technology behind you, it can actually be smooth and seamless.
Automation is empowering conveyancers to scale efficiently. It’s allowing them to handle more files, onboard more clients, and maintain compliance without hiring twenty new staff members or burning out the existing team.
Build repeatable processes
What makes automation so powerful? It’s not just about speed, but consistency, too.
Automation allows you to create seamless repeatable workflows, eliminating the variability that leads to mistakes and delays. You can handle ID verification, source of funds checks, and audit trails with very little manual input – this frees up valuable time and ensures your compliance process is fast and consistent.
That consistency is what users get from Checkboard. Clients receive a single, secure link that allows them to complete the steps from the phone, and the firm gets notified immediately. It’s fast and scalable.
Unlock capacity
One of the biggest gains is time. Automated workflows free up your most valuable resource: your people. With less time chasing documents, correcting errors, or jumping between platforms, your team can focus on what actually drives growth. That means progressing matters, building client relationships, and winning referrals.
This applies whether you’re a three-person high-street practice or a fast-growing firm handling hundreds of transactions per month. Automation is highly scalable, paying dividends from both kinds of firms.
Scale with your business
Growth is good, but your systems need to scale as your business does. With Checkboard, conveyancers can handle more volume with less friction – and without compromising compliance.
Growth is good. But only if your systems can support it. With Checkboard, conveyancers can handle more volume with less friction and without compromising compliance.
A version of this article was originally published on Today’s Conveyancer. This version has been expanded and adapted for the Checkboard audience.