How conveyancing teams move a purchase along with AI agents
Conveyancing teams order the searches, read the contract pack, raise the enquiries and draft the pre-exchange report, with the fee earner sending what the client sees.
Challenge
A purchase is a sequence of waits and chases: searches to order, a contract pack to read, enquiries to raise, a report to write. Each step is routine and each one stalls when the fee earner is on something else. Clients chase, and the file falls behind.
Solution
When the contract pack arrives, a cloud agent orders the local, water and environmental searches through your provider, reads the pack, raises the standard enquiries from your checklist with the unusual points flagged, and drafts the pre-exchange report in your format. The fee earner reviews and sends it to the buyer. The client portal is updated after that.
Result
Every purchase moved along the day the documents arrive, the unusual points flagged for a person, and clients updated without chasing.
What the agent does
14 Elm Road: contract pack received. Order local, water and environmental searches, Read the contract pack, Raise enquiries on the pack, Flag the restrictive covenant, Draft the pre-exchange report, Send to the buyer. Sent by A. Reid, Conveyancing.