How can I automate my conveyancing workflow?

Conveyancing clients ask the same questions at every stage. What documents are needed for exchange? When will searches come back? Your Chatref AI agent learns from your own process guides, checklists, and FAQ documents, then answers in your firm’s voice, grounded in the exact steps you follow. That means fewer interruptions for your team and faster, consistent replies for clients, even outside office hours.

Stop chasing emails for missing information. Use Chatref’s custom actions to gather property addresses, buyer/seller names, matter references, and ID verification confirmations right inside the conversation. The agent can collect these details and even trigger a notification in your case management system, so nothing slips through when a matter moves forward.

Tags turn your chat history into a live audit of your conveyancing process. Chatref automatically applies conversation tags based on what clients ask, and your team can add manual tags for stages like pre-contract, enquiries, or completion. This gives you a clear view of common bottlenecks and the exact topics that generate the most back-and-forth, helping you improve your client guides and internal playbooks.

Getting started is simple. Upload your firm’s conveyancing process documents, add the embeddable widget to your client portal or website, and your agent is live. It resolves routine queries, collects key details, and hands off to your team only when a human touch is needed. You keep control, your clients get instant answers, and your conveyancing workflow runs faster without adding headcount.