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Conveyancing Case Management Software for UK Law Firms
Searching for software that simplifies life for both conveyancers and clients? Clio’s case management software offers the solution.
Key Benefits:
- Automate and reduce admin time for client intake and onboarding
- Easily track and manage property surveys with our cloud-based portal
- Conduct Land Registry Searches seamlessly via Infotrack integration
- Send detailed invoices and get paid effortlessly
- Top-tier data protection and GDPR and SRA compliance for peace of mind.
Discover why Clio is trusted by conveyancers across the UK.
The leading legal conveyancing software your firm needs
Most widely-used legal software
150,000 legal professionals in 100+ countries trust Clio to help manage their law firms.
Most recommended
100+ law societies and associations approve Clio to their members. Clio is working with the Law Society of England and Wales and is an approved Supplier of the Law Society of Scotland.
Conveyancing matter management that works for UK conveyancers
Clio’s leading conveyancing case management software makes every aspect of conveyancing easier.
Access your documents anywhere
Securely store all your legal files in one location for quick reference. Access these files 24/7, no matter where you are (in the office, on the road, or with a client).
Stay on top of critical real estate transaction deadlines
Set custom reminders for key deadlines for real estate transactions and cases with an intuitive calendar. Connect Clio with your Office 365 Calendar or Google Calendar to ensure all your calendars are automatically updated.
Enjoy unbeatable integrations
Connect your tech stack to create an end-to-end conveyancing software ecosystem. With 100+ integrations, including DropBox, Box, Microsoft 365, and InfoTrack, Clio has you sorted.
Bill how you want to for conveyancing cases
Bill for real estate matters by the hour, or charge a flat fee for simpler transactions. Quickly create professional, individual or split bills that are easy-to-read, and branded with your firm’s logo.
Issue invoices and other routine documents easily.
Create beautiful, customisable invoices in seconds. Quickly create professional, easy-to-read financial statements branded with your firm’s logo.
Simplify payment, by accepting different payment types
Email bills to real estate clients, accept credit and debit card and digital wallet payments online, as well as pay-by-bank transfers and sync transactions seamlessly to Clio and third-party accounting systems with Clio Payments.
Customise and digitise your intake forms
Tailor online client intake forms to different conveyancing client types and give them the option of completing the intake process from the comfort of the office, their home, or anywhere else with online intake—available as part of Clio’s CRM solution Clio Grow.
Send and receive regular updates
Provide periodic updates and securely send and receive sensitive documents within your conveyancing matter management software. Allow clients and key case contacts to check for updates thanks to Clio’s secure online portal.
Automate your communication
Use Clio Grow, Clio’s client relationship management solution, available as part of Clio Suite, to send out automated, personalised messages to all new clients outlining what they can expect from the conveyancing process and explaining key timelines and details.
Know where clients are coming from
When you use Clio’s CRM Clio Grow together with Clio Manage as your conveyancing software, you gain access to a marketing campaign tracker that shows you exactly what advertising avenues are netting you the best clients.
Conveyancing Legal Software FAQs
What is conveyancing case management software?
Conveyancing case management software is a central platform to help you manage everything you need for real estate cases.
What are the benefits of conveyancing software for conveyancing professionals?
Conveyancing software helps conveyancing professionals get organised, hit deadlines, and achieve successful outcomes for their clients.
The best conveyancing case management software makes conveyancing matter management and document management a breeze. That’s what Clio offers. Conveyancing professionals can store all critical information in one easy-to-use, cloud-based, online conveyancing matter system. This can be accessed at any time, anywhere and can help you to manage clients’ information, documents from local authority searches, and contracts more easily and efficiently.
Conveyancing case management software (also known as conveyancing software and conveyancing practice management software) also integrates directly with online conveyancing solicitors’ tools. Create automated, end-to-end workflows and spend less time switching back and forth from tool to tool. Integrate with your calendar and never again miss a deadline, such as a deadline to pay a client’s stamp duty land tax (SDLT).
Put simply, all conveyancing professionals—whether traditional firms or online conveyancing solicitors—can benefit from the productivity, performance, and profitability benefits provided by conveyancing management software.
How do I choose the best conveyancing case management software?
Conveyancers and conveyancing solicitors can identify the best conveyancing case management software for them by identifying what their firm’s needs are—and what the biggest challenges are. This might be conducting conveyancing property searches, reviewing the seller’s documents, or exchanging contracts.
This list of pain points will outline the capabilities that conveyancing lawyers need—which is the perfect starting point when considering new software.
But features alone aren’t the be-all and end-all. Top conveyancing firms and conveyancing solicitors understand that they will have an ongoing relationship with their conveyancing matter management software provider. This means that they need to choose a provider who has fantastic customer service 24/5—and who won’t stop trying to make their lives easier.
In other words, a provider like Clio.
How does conveyancing legal software help with conveyancing matter management?
Using world-leading legal software, like Clio, for conveyancing matter management makes it easy for conveyancing solicitors and other conveyancing professionals to stay on top of outstanding tasks, and upcoming deadlines, and achieve successful outcomes for their clients.
This is especially valuable when you consider how complex the conveyancing process is.
When you consider how many matter types conveyancing professionals have to deal with—Sale, Purchase, Remortgage, Buy to Let, Right to Buy, Transfer, Landlord and Tenant, among others—the need for a central, intuitive conveyancing matter management software becomes clear.
It’s not easy staying on top of all these different matter types—unless you use a trusted conveyancing legal software solution, like Clio’s.
Use it to store all key documents relating to a particular matter in an easily accessible cloud-based portal. Whether you’re looking for a TA6 or fittings and content form or any other necessary form related to a matter, you’ll know where to find them. Log in at any time and from anywhere. You might be out of the office, but by using legal software for your conveyancing matter management, you’ll always be in the know.
Does Clio support fixed-fee conveyancing solicitors?
Clio’s legal software supports fixed-fee billing, including for conveyancers. Dive into the activity categories in Clio Manage to set standard flat fees for the different services you offer, such as conducting local searches, reviewing survey reports, and drafting up contracts.
Make fixed-fee billing a breeze with Clio’s case management software.
Is Clio's law software built specifically for my practice area?
While Clio Manage and Clio Grow weren’t specifically built for conveyancing, they can certainly help conveyancers improve how they operate.
Clio’s practice management software allows both traditional and online conveyancing solicitors to do more in less time. With Clio Grow, client onboarding is reduced to a single step. All communication, key documents, and upcoming deadlines are stored in an always-accessible portal.
Better still, Clio’s conveyancing software integrates fully with leading tools. Automatically connect it to InfoTrack, Microsoft 365, Xero, Quickbooks, and more.
Create a single source of truth for all your conveyancing operations. Eliminate inefficiency and guesswork. Deliver the service that your clients want—and build your dream firm.
Get more than just software
Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.
Conveyancing case management software reviews
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We chose Clio for its seamless integration with Xero, InfoTrack, and other APIs. Clio provided all the necessary tools for smooth onboarding, including easily accessible and accurate API documentation. Our onboarding agent was attentive and helpful, guiding us through the system and addressing all our questions. With Clio, we've fully automated case setup, reduced administrative tasks, and improved compliance and data quality. Additionally, Clio's straightforward invoicing has optimised our firm’s cash flow.
Sam Strong Eden Conveyancing
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Clio makes solo practice a viable option, benefiting both the profession and clients. Its user-friendly interface, robust features, and appealing client portal, Clio for Clients, stand out. Unlike some competitors, Clio offers a fair subscription without hidden traps like document encryption or download limits. As a sole practitioner, I find Clio to be an affordable and cost-effective way to establish a new law firm.
Geoff Peter Wingrove Law
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Clio Grow has been a game-changer for my practice. Over the past year, it has made tracking the high volume of leads effortless. The system is intuitive and easy to use, and customising our pipeline allows our admin staff to manage all cases efficiently. Clio Grow has also streamlined onboarding for both clients and team members, facilitating our firm’s growth by having everything centralised.
Lara Evans Ubique Legal