How we’re tackling the least digital part of conveyancing

By Louise Edwardes, Head of Product, InfoTrack

In my role as Head of Product at InfoTrack, I hear the same feedback from law firms time and again: pre-completion is one of the most time-consuming and complex parts of a transaction. Reports on title take hours to write, enquiries depend on you, the other side and your clients responding, and no two matters are the same. Entire teams are dedicated to getting it right, often under immense pressure to move things forward.

What stands out in those conversations is how often the same ground has to be covered. You review a document, pick it up again to raise an enquiry, then return to it when you write the report. This is the part I’ve become a little obsessed with: how can we connect those steps so the work you’ve already done makes the next stage easier?

At the Digital Conveyancing Summit 2026, I talked through how three products, Document Review, Linked Enquiries and Property Report, work together to support that journey. Here is the recap.

AI is in the work, but not yet in the workflow

The Digital Conveyancing Maturity Index 2026 tells a story I recognise from conversations with firms every week. Pre-completion is the least digitally mature stage of the transaction, scoring just 35.3%. With so much of the work still manual, there is a real opportunity for automation and AI to ease the burden.

There is an appetite for it, too. The Index found that 75% of respondents use AI in some part of conveyancing, yet only 14% have embedded it into standard workflows. For me, that gap is where we need to focus. Saving time on a task is valuable, but we also need to think about what happens to that work next.

That is what we’re building at InfoTrack. Our AI is underpinned by thousands of rules developed by our legal engineers for the specific demands of conveyancing. Connecting our products allows us to put that intelligence to work from the initial document review through to enquiries and reporting.

But I want to be clear: AI won’t do conveyancing for you. You know your clients and what matters to them. Its role is to take on the heavy lifting, offer a second pair of eyes and support those newer to the job, while you remain in control.

So, what does that look like on a matter?

Step 1: Making sense of the contract pack

Picture a contract pack landing. There are more than 20 documents from the seller’s solicitor, a lender’s requirements to consider, a client already asking for an update and an estate agent chasing too.

Before you can move anything forward, you need to answer two questions: how complicated is this matter, and have you received everything you need?

According to the Index, 81% of firms still review pre-completion risk manually. We built Document Review to give conveyancers a clearer picture from the outset. It reads across the

pack, from the register, lease and contract to the TA forms, LPE1 and FME1, and flags what needs your attention:

Red flags are the key legal concerns that will cause your client problems later

Amber flags highlight things that are missing or incomplete, such as a seller who has skipped a question on the TA6 (the Japanese knotweed one is a favourite)

Blue flags show what we checked and found to be fine, so you have full visibility of what our rules are looking for

That visibility is particularly useful when you’re supporting someone newer to conveyancing. They can see what has been picked up and what they need to investigate. For an experienced reviewer, it provides a second pair of eyes and a way to focus attention on the issues raised.

Lease term length is one of my favourite examples. Normally, you dig through the documents to find the start date, calculate the years remaining and check the result against the lender’s requirements. Document Review does that calculation and compares it with the integrated UK Finance Lenders’ Handbook. There is no separate website to open or another login to get through.

If something is missing from the pack, you can add it later and rerun the analysis in the same workspace. You can begin building that picture before searches are even ordered.

Meanwhile, your client still wants to know what is happening. The Preliminary Report turns the flags into a summary you can review and share, helping them understand the issues early and see that work is underway. It is useful on the sales side too, giving sellers advance notice of likely enquiries and the actions they can take now.

Step 2: Turning findings into enquiries

Once you understand what needs attention, the next step is getting answers. This is where a matter can become frustrating. You are relying on the other side and your client to respond, with information moving between documents, email chains and spreadsheets.

The Index reflects that frustration: 66% of conveyancers say enquiry volumes are rising, 57% say relevance is falling, and 51% still manage enquiries by post or email. Only 15% use a shared workspace connecting both sides of the transaction.

We have spent a lot of time thinking about both parts of that problem: the enquiries being raised and how the answers are managed.

Linked Enquiries analyses the documents you have already reviewed, cross-references the information and generates enquiries specific to the matter and the client. That might mean picking up seller details that differ between the contract and register, conflicting information about a deed of covenant, or missing consent for alterations.

This is where those legal engineering rules come in. AI reads the documents, and the rules determine which findings should trigger an enquiry. That gives firms a consistent starting point, with the conveyancer deciding what is relevant. You can accept, edit or discard the suggestions, add precedent enquiries and write your own.

From there, the other side can join the workspace and reply, attaching supporting documents to the relevant enquiry. If you need your client’s input, you can send an enquiry directly to them through eCOS or by email.

As answers come back, they stay with the questions they relate to. You can see what has been answered, what is outstanding and where you need to follow up, without piecing the position together from separate email chains. There is one timestamped audit trail and, at the end, a document recording what has been resolved.

That gives you a clearer starting point for the next stage: reporting to your client.

Step 3: Bringing it together in Property Report

By this point, you have reviewed the documents, investigated the issues and gathered answers from the other side. Now you need to explain what it all means for your client.

Yet the Index shows that 52% of respondents still prepare reports on title manually or from internal templates. That can mean spending hours assembling information you have already worked through.

When I speak to our conveyancing clients, this is often what they appreciate most about Property Report. You know what your client cares about, how they intend to use the property and what you need to explain. Copying lease terms, proprietor details, mortgage offer illustrations and search details out of PDFs takes time away from that.

Property Report reuses the matter data already captured, reducing the information you need to rekey. You can also report on the conversation between both sides, bringing the enquiries and their responses into the advice you give.

For me, this is what a connected approach should deliver. You have already done the work to understand the matter. That work should carry through to the report, leaving you more time to explain what it means for your client.

Your job is judgement. Ours is to make sure you have more time for it.

For more information, visit InfoTrack or speak to our team today.

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