Four ways to save time and simplify your conveyancing workflows
Published
Conveyancing can often feel like a juggling act, with constant client updates, manual data entry, and document chasing adding to an already complex process. These inefficiencies can drain time and resources, leaving little room for focusing on what truly matters—delivering exceptional client service.
Our recent webinar, Put an end to 'avoidable issues' and complex workflows: A conveyancer's guide, explored practical solutions to these challenges. Here a four ways you can optimise your workflows and future-proof your practice:
1. Automate client updates and communication
One of the biggest time-wasters conveyancers face is responding to frequent client update requests. A secure client portal or automated communication system can reduce these interruptions by providing real-time updates on case progress. Clients gain transparency, and your team can focus on advancing transactions.
2. Streamline onboarding with digital ID checks
Chasing clients for ID documents and source of funds is not only time-consuming, but can also expose firms to compliance risks. By switching to digital client due diligence tools that offer ID verification, you can streamline this process, ensuring faster turnaround times and improved accuracy.
3. Reduce manual data entry with integrated tools
Re-entering client data across systems is tedious and error-prone. Integrated tools that sync information across platforms mean that you don't need to spend time copying data from one place to another. For instance, a system that pulls client data directly from ID checks or onboarding forms can eliminate repetitive tasks.
Thirdfort's all-in-one AML, ID verification, and Source-of Funds platform integrates with conveyancing software like ProConvey, enabling conveyancers to save time, focus on legal work, and move cases forward faster.
Learn more about Thirdfort's integration with ProConvey here.
4. Future-proof your workflows
With increasing regulatory scrutiny, ensuring compliance is no longer optional—it’s essential. Investing in tools that proactively identify risks, track compliance progress, and provide audit-ready documentation can protect your firm from penalties and reputational harm.
Key takeaways from the Q&A
During the webinar, participants asked questions, about how to implement these solutions including:
What’s the best way to encourage clients to use portals and digital tools? Educating clients about the time savings and enhanced security these tools provide can boost adoption.
How can mid-sized firms balance affordability and compliance? Scalable solutions like Thirdfort are designed to meet the needs of firms of all sizes, offering cost-effective options without compromising on quality or security.
Conclusion
By addressing inefficiencies, leveraging automation, and prioritising compliance, conveyancers can simplify their workflows and deliver better client outcomes. Whether it’s automating updates, digitising ID checks, or integrating AML compliance, tools like Thirdfort provide the expertise and technology to future-proof your practice.
Ready to take the next step? Watch the full webinar recording here to discover more insights and actionable strategies.
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