Legal & conveyancing

Legal and conveyancing firms live on matters, deadlines, and clear chains of responsibility. In the UK, firms deal with volume conveyancing, leasehold, and a mix of other work. When intake is messy and handover between fee-earners and support is informal, files stall and risk goes up.

The operational reality in this sector

Enquiries come in via web forms, referral partners, and direct contact. New matters get triaged and allocated—often by workload or practice area. Progress is tracked in case management systems, spreadsheets, or email. Conveyancing especially runs on chains, searches, and deadlines; handover between fee-earner, conveyancer, and support can be loose. Many firms still rely on shared drives, checklists in Word, and "have you chased that?" in the corridor. The operational reality is deadline pressure, duplicate chasing, and dropped balls.

Common friction we see

• Matter enquiries land in multiple inboxes; no single pipeline or allocation view.
• Work is allocated by instinct or availability; ownership and SLA are unclear.
• Handover between fee-earners and support is verbal or buried in email; follow-ups get missed.
• Progress and deadlines live across case management, spreadsheets, and email; no single source of truth.
• Fee-earners spend too much time on admin and chase-up instead of billable work.
• Chain and search deadlines slip because nobody has a clear view of what's outstanding.

What this looks like in practice

A conveyancing firm takes enquiries from the website and referral partners. A partner or manager decides who takes the matter; details are emailed or discussed in meetings. Work is tracked in the case management system, but intake and pipeline live in spreadsheets. Handover to support for searches, drafting, or chase-up is often ad hoc. When volume spikes, matters queue, deadlines slide, and the team works evenings to catch up. "Where are we with that?" is a daily refrain.

How we typically approach this

We start with discovery: we map how matters come in, how they're allocated, and how they move through your firm. We design workflows—intake, allocation, handover, milestones—that fit your practice and integrate with your case management system. We build or configure so that matters land in one place, ownership is clear, and handover is documented. We phase delivery so you're not disrupted. Training and handover ensure your team can run it.

What changes after implementation

• One place for matter enquiries and pipeline; clear allocation and response.
• Clear ownership and visibility of progress and deadlines.
• Documented handover between fee-earners and support; fewer dropped follow-ups.
• Single view of what's in progress and what's at risk.
• Less admin and chase-up, more focus on billable work.

Tools we commonly work with

We work with what you use: case and matter management (e.g. LEAP, Clio, Proclaim, Odyssey), document management, Microsoft 365, Google Workspace, and search or compliance tools. We connect intake, workflows, and handover so you're not duplicating data or chasing across systems.

A short example from the field

Illustrative example. A regional conveyancing practice had enquiries from the web and several referrers. Allocation was done in weekly meetings; handover to support was mostly verbal. We built a single intake pipeline, clear allocation rules, and simple handover checklists that fed into their case management system. Fee-earners could see their matter list and upcoming deadlines; support had a clear view of assigned tasks. Chase-up dropped and fewer matters slipped.

FAQs

We use case management software. Isn't that enough?
Often it handles matter management but not intake, pipeline, or handover. We fill those gaps—single intake, clear workflows, visibility—and integrate with your existing system.

What about confidentiality and compliance?
We design within your professional obligations. We don't store matter data beyond what's needed for workflows. We'll agree security and access up front.

Our fee-earners are time-poor. How much input do you need?
Discovery is a few focused sessions. We need to understand how work flows; we don't need everyone in the room. We'll work around your calendar.

Next step

If intake and handover are holding your firm back, we can help you capture matters, track progress, and hand over cleanly. View our services or see how we work.