Reduce Admin Bottlenecks in Your Conveyancing Firm
We help small and mid-sized conveyancing firms automate client intake, document chasing, and routine updates — so your team can respond faster and spend less time on repetitive work.
30 mins. No sales pitch. Just clarity on what's possible.
Sound Familiar?
Source-of-funds and ID documents chased repeatedly
Repetitive client status update requests filling the inbox
File-opening admin that delays matter progression
Enquiries arriving by phone, email, and web with no consistent capture
Fee earners pulled into admin that doesn't need legal judgement
Important follow-ups slipping through the cracks
What a Better Workflow Looks Like
Practical outcomes from fixing one process at a time
Faster Enquiry Response
Capture and route enquiries properly so prospects hear back quickly, not days later.
Fewer Dropped Enquiries
Stop losing potential clients to slow or inconsistent intake handling.
Less Document Chasing
Automate reminders and follow-ups so staff spend less time repeating the same requests.
Cleaner Intake Records
Collect structured information upfront so matters start with complete data.
More Consistent Communication
Handle routine acknowledgements, updates, and next-step messages reliably.
More Fee-Earner Time
Reduce admin drag so qualified staff can focus on billable work.
What We Can Automate
Practical workflows that reduce admin friction without interfering with legal judgement
Client Enquiry Intake
Capture and organise enquiries from your website, email, and forms, then route them to the right person with the right information attached.
Document Collection & Chasing
Automatically request missing documents — ID, source of funds, title deeds — send reminders, and track what has or hasn't been received.
Client Onboarding Workflows
Standardise the steps between first enquiry and file opening so your team isn't rebuilding the same process each time.
Routine Client Updates
Support regular status updates, confirmations, and next-step communications so clients stay informed and your inbox stays lighter.
Inbox Triage & Admin Handling
Structure incoming messages, flag urgent issues, and reduce repetitive admin handling.
Internal Workflow Handoffs
Move information cleanly between admin and fee earners to reduce delays and missed steps.
How We Work
One workflow at a time. No disruption.
Review Your Current Workflow
We identify where time is being lost in intake, onboarding, document chasing, or routine communication.
Redesign One High-Friction Process
We start with a practical workflow that can deliver visible operational improvement quickly.
Build and Implement It
We fit the workflow around your existing systems and team processes wherever possible.
Test, Refine & Support Adoption
We make sure the workflow is usable in the real world — not just technically possible.
The goal is not a huge transformation project. The goal is to fix one painful workflow properly.
Built for Regulated Legal Work
We understand that law firms handle privileged client information. Even for admin workflows, we take data handling seriously.
Human Review Where It Matters
We focus on admin-heavy workflows. Legal judgement stays with your team. Review points are built into every workflow.
Data Protection Ready
We provide a full data flow overview and DPA before work begins. We can walk through exactly where data is processed and stored.
SRA-Aware Approach
We don't propose replacing legal supervision. Our workflows handle intake, document handling, and routine communication with appropriate oversight.
Why Firms Work With VectisFlow
Best Fit For
What It Costs
Fixed-fee delivery. You know the full cost before we start.
Starter Sprint
2–3 weeks
- Workflow audit of current process
- One core workflow rebuilt end to end
- Up to 2 integrations with existing tools
- Templates and prompts configured
- Testing and QA
- Team training session
- 14 days post-launch support
Operations Optimisation
4–6 weeks
- 2–4 linked workflows built
- Deeper CRM / email integration
- Internal reporting dashboard
- QA rules and review checkpoints
- Staff adoption support and documentation
Ongoing Support
per month
- Monitoring and uptime management
- Small improvements and iterations
- Prompt and workflow updates
- Monthly performance reporting
- Refresher sessions
- Bug fixes and troubleshooting
Frequently Asked Questions
Common questions from conveyancing firms
Ready to Reduce Admin Bottlenecks in Your Firm?
If your team is spending too much time on intake, document chasing, and routine updates, we can help you identify one workflow to improve first.