How can I improve the efficiency of my conveyancing workflow?

Your conveyancing team fields the same questions repeatedly: "How long until exchange?", "What documents do I need?", "Can you explain the fixtures and fittings form?". Upload your firm's procedure guides, fact sheets, and checklists to Chatref and the AI agent will answer instantly, grounded in your own material. It works 24/7, so clients get accurate responses out of hours without pulling you away from active transactions. Fewer interruptive queries smooths out conveyancing workflows and lets qualified staff focus on complex tasks that need a solicitor's judgment.

Missing information is a constant drag on legal process improvement. With Chatref's custom actions, the agent can prompt clients for the exact details you need - property address, purchase price, seller's solicitor details - right inside the chat conversation. You define the fields and Chatref collects them, then hands you the structured data to feed into your case management system or pre-populate forms. This eliminates double-entry and follow-up emails, keeping conveyancing workflows moving at pace.

Not every inquiry carries the same urgency. Chatref's conversation tagging automatically labels chats by subject matter (e.g., "exchange deadline", "mortgage query", "completion steps") or you can apply manual tags for priority and matter stage. Filter the shared inbox by any tag to see exactly which threads need immediate attention. Over time, tag trends reveal where your team spends the most effort, giving you clear signals for targeted legal process improvement.