Conveyancing and property law
45%
faster intake to instruction
Intake to instruction, cut by nearly half
The situation
A growing conveyancing firm was losing work at the front door. Referrals arrived through several channels and were routed by hand, status updates required someone to chase them, and referral partners had no way to see where a matter stood without picking up the phone.
What we built
A connected intake platform that routes referrals automatically, gives every stakeholder a live view of matter status, and issues milestone updates without anyone in the firm triggering them. Every action is logged for compliance and the data stays hosted onshore.
What changed
- Referral partners submit and track matters themselves, so the phone tag stopped
- Milestone updates reach all parties without staff intervention
- A full audit trail covers the intake process end to end
How it was measured
Intake to instruction time was already tracked by the firm as an operating KPI before the work started, which is what makes the comparison meaningful. The platform was built with that measurement in it, so the before and after come from the same definition and the same tracking, not from two different methods.