Status chasing between instruction and completion eats fee earners alive. I install AI agents that send the milestone update emails, run the AML/KYC document loop, and draft the "where are we?" replies — quietly, in the background of your case management system. Same files, same letterhead, your fee earner reviews and signs.
What gets installed
Four representative automations. Most engagements start with one or two — picked during a free 30-minute discovery call against where your week is actually leaking.
01 · Status
A per-matter weekly note to the client — searches raised, contracts received, replies to enquiries, exchange dated. Sent without anyone writing it; reviewed by the fee earner where wording matters.
Reads fromCase management system · matter notes · diary · email threads
02 · Compliance
Request, remind, file, flag. Outstanding ID, proof of funds and source-of-wealth chased on your schedule, parked in the matter file once received, exceptions surfaced to a fee earner.
Hands off whenAnything that looks unusual · gift letters · cash deposits · non-standard funding
03 · Replies
Inbound client and broker chasers triaged and answered with a draft already grounded in the matter's actual position. Fee earner reviews, edits if needed, sends.
ToneYour firm's house voice · maintained per fee earner if needed
04 · Closing
SDLT submission packs, Land Registry application checklists, copy completion statements to client and broker — assembled the moment completion is logged.
Outputs intoYour existing post-completion workflow · no new portal · no new login
Representative scenario
Composite picture — illustrative of typical engagements in this sector, not a specific client.
— A picture, drawn from the patterns —
Picture a 4-fee-earner conveyancing practice somewhere off the South Circular. Two assistants spending most of their day on the phone to clients asking the same five questions. Friday afternoons disappearing into client update emails. AML chases sitting in inboxes for a fortnight before anyone remembers them.
Two weeks after install, the milestone-update emails are going out automatically every Tuesday morning. Phone time drops noticeably by week three. The assistants are doing the actual paralegal work they were hired for. The owner gets evenings back. Nothing about the case management system changed — the AI just stopped letting things sit.
Pricing
A Starter Install is the simplest way in: one workflow, installed on your systems, your team trained on it. Same pricing as the home page — nothing different for conveyancing.
One automation from the four above, installed on your existing systems, with the person who'll use it daily trained on it. The simplest way to see what AI in your business actually looks like before committing to more.
→ Milestone updates live across all open matters within the first week. Pays for itself before completion of any one of them.
£500 — £1,500
1–3 days · fixed price
Start
A 30-minute discovery call, free, no obligation. If what I do is a fit, we agree a Starter Install and book it in. If it isn't — that's a useful answer too.