Conveyancing

From client engagement to completion and every step in between, Insight Legal’s Enterprise workflows for Conveyancing enable you to do more, but in less time.

With the sophisticated workflow tools, conveyancers can organise case information, simplify matter management, define processes and automate actions, whilst still prioritising client care.

Insight Legal Enterprise Software - Conveyancing

In an increasingly competitive market and with most residential conveyancing being dealt with on a fixed/agreed fee basis, every law firm needs to be working at optimum efficiency and saving time wherever possible. Crucially, this must not be at the expense of the client experience.

Your workflow on Insight Legal Enterprise may start with a simple question – ‘How would the client like to receive correspondence?’. The answer takes mere seconds to provide, yet your answer to this question is stored and used to guide and advise throughout the case, saving vital time. Your client care pack can be created in seconds, along with reminders and checks automatically generated.

Insight Legal Enterprise enables you to be smart, saving every bit of time and harnessing every bit of information. Knowledge is power, and with the intelligent information gathering along the way, you can progress your cases in fewer steps and with automation at key stages, freeing up your time for the key legal work.


From the moment you receive instructions on a Conveyancing case, Insight Legal Enterprise makes your life easier.

Striking the perfect balance of automation and flexibility, Insight Legal Enterprise takes complex processes and turns them in to efficiently organised workflows, underpinned by collaboration and communication at every stage.



Streamlined process


Let’s start at the beginning with the all-important due diligence and Know Your Client process. Insight Legal Enterprise integrates with Veriphy for market leading person and company checks for Anti Money Laundering (AML). Within moments, and with one simple screen for entering information, you will have screened your client and verified their identity.

With the comprehensive search completed and the full AML and credit check report at your fingertips, a single click can create the client record. This streamlined process eliminates the need for re-entering information or duplicating effort, meaning that you have already saved large amounts of time even before the matter has started.

With client onboarding complete, the all-important case work can begin.



Efficient and accurate


When it comes to searches, efficiency and accuracy is key. Insight Legal Enterprise integrates with Index Property Information, meaning that your searches can be ordered quickly and easily using information already stored about your client and matter, whilst still receiving the personal and detailed service that Index PI are famous for.

As you step through your case, Insight Legal Enterprise helpfully organises the key activities in to Phases and Tasks, not just for managing and prioritising your daily flow of work, but also to provide crucial management reporting for the business.

Where conveyancing forms are required, Insight Legal’s integration with FormEvo provides a comprehensive forms library with the added benefit of merging client and matter information in to forms automatically. Not just a huge time saving for you, but with FormEvo’s ability to share forms securely and electronically, a huge advantage to your client too. When the time comes for the SDLT, our integration with SDLT.co.uk provides the ability to complete and submit that electronically too.


As the Enterprise workflow guides your matter to a conclusion, you will experience the full benefit of having a truly comprehensive legal accounts and case management system, with the production of your Completion Statement. Combining information gathered from the matter as well as the financial ledger and bringing it together in your own house style, Insight Legal Enterprise’s Completion Statement functionality truly epitomises the benefits of having a single system working for you.

Insight Legal Enterprise’s Residential Conveyancing workflows are available out of the box, created using years of knowledge and expertise, and are fully customisable. Firms can be safe in the knowledge that they have control over every step and stage, so you can clearly define how you want your staff to be working, where flexibility is require and where compliance is key.

We know that running a Conveyancing case isn’t about just processing actions in a certain order – there’s much more to it than that.



Insight Legal Enterprise Software - Conveyancing

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