ProConvey

ProConvey leads with onboarding rather than the case file behind it: a branded portal that gets a client through ID checks, AML, source-of-funds and signed TA forms before the substantive conveyancing work starts, with upfront enquiries meant to cut the back-and-forth a firm would otherwise handle by phone and email.

What It Does

• Onboarding: digital, automated client onboarding with a branded portal
• Compliance: ID and AML checks via third-party integrations, source-of-funds verification, SDLT/LTT declarations
• Documents: digital Law Society TA forms, contract and transfer document generation
• Signing: legally binding e-signatures
• Tracking: case milestones with real-time progress visibility for clients
• Searches: property search ordering

Position

The stated audience is wider than the conveyancer’s own desk — conveyancers, estate agents, mortgage brokers and auction houses are each named as users of the portal, which frames the product as shared transaction infrastructure rather than a tool sold only to the firm doing the legal work. That is the same coordination problem Coadjute addresses, approached here from the client-onboarding end rather than the data-exchange end.

Founded in 2022, the company is newer than the other conveyancing-compliance entries in this directory, most of which have an established multi-year track record.