13 Best Conveyancing Software Reviewed in 2025
10 Best Conveyancing Software Shortlist
Here’s my shortlist of the best conveyancing software:
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Navigating the legal tech landscape can be tough, especially when it comes to finding the right conveyancing software for your team. You want a tool that cuts down on manual tasks, reduces errors, and keeps everything compliant. In my experience, the right software can make all the difference.
I've spent time reviewing and testing various conveyancing software, and I’m here to share my unbiased findings. You'll get a clear picture of what each tool offers, helping you make an informed decision.
In this article, I’ll walk you through my top picks, highlighting their strengths and how they can address your specific challenges. Let’s find the best fit for your practice.
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Best Conveyancing Software Summary
This comparison chart summarizes pricing details for my top conveyancing software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for field service integration | Free trial available | From $29/month (billed annually) | Website | |
| 2 | Best for customizable workflows | Free demo available | From $60/user/month (billed annually) | Website | |
| 3 | Best for automated client updates | Free demo available | From $60/ matter | Website | |
| 4 | Best for integrated workflows | Free demo available | From $85/user/month | Website | |
| 5 | Best for Canadian compliance | Free demo available | From $30/matter | Website | |
| 6 | Best for small law firms | Free demo available | From $99/user/month (billed annually) | Website | |
| 7 | Best for UK-based firms | Free demo available | From $30/user/month (billed annually) | Website | |
| 8 | Best for document management | Free demo available | Pricing upon request | Website | |
| 9 | Best for South African firms | Free demo available | Pricing upon request | Website | |
| 10 | Best for client communication | Free demo available | Pricing upon request | Website |
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CARET Legal
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Redactable
Visit Website -
Mitratech TAP Workflow Automation
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Conveyancing Software Reviews
Below are my detailed summaries of the best conveyancing software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
OctopusPro is a field service management software designed for businesses that handle property conveyancing and related tasks. It targets businesses that need to manage mobile workforces and streamline their operations with efficient scheduling and invoicing tools.
Why I picked OctopusPro: It integrates field service management with conveyancing processes, making it ideal for teams that need to coordinate on-site and office work. Features like job scheduling and mobile access help manage your team effectively. Invoicing tools ensure timely billing and payments. This integration of field service and conveyancing functions supports businesses that rely on mobile operations.
Standout features & integrations:
Features include job scheduling to coordinate your team, mobile access to keep everyone connected on the go, and invoicing tools to simplify billing. It’s built for businesses that manage both fieldwork and conveyancing. OctopusPro helps streamline operations for mobile-focused teams.
Integrations include Xero, QuickBooks, MYOB, Google Calendar, Stripe, PayPal, Square, Mailchimp, Twilio, and Zapier.
Pros and cons
Pros:
- Enhances coordination between teams
- Streamlined invoicing process
- Supports mobile workforce
Cons:
- Learning curve for new users
- Initial setup complexity
- May not suit smaller firms
Actionstep is a cloud-based practice management software designed for law firms of various sizes, focusing on real estate and other legal areas. It offers case management, billing, and document automation, making it a versatile tool for legal professionals.
Why I picked Actionstep: It offers highly customizable workflows that let you tailor processes to your specific needs. The software provides automation tools for managing documents and billing efficiently. With its flexible workflow engine, you can adapt the system to match your preferred way of working. This adaptability makes it a great fit for firms seeking tailored solutions.
Standout features & integrations:
Features include document automation to reduce manual work, flexible billing to match your firm’s processes, and a customizable workflow engine to adapt tasks to your needs. It’s designed to support various legal areas, including real estate. Actionstep’s adaptability makes it ideal for firms wanting a tailored practice management solution.
Integrations include Microsoft Office, Xero, QuickBooks, NetDocuments, DocuSign, HotDocs, Zapier, LawPay, Box, and Google Workspace.
Pros and cons
Pros:
- Strong billing features
- Efficient document automation
- Supports multiple practice areas
Cons:
- Occasional need for support
- May overwhelm small teams
- Learning curve for new users
Closer is a conveyancing software designed for legal professionals, focusing on automating communication with clients during the conveyancing process. It caters mainly to real estate lawyers and law firms looking to enhance client engagement and transparency.
Why I picked Closer: It excels in automating client updates, ensuring your clients stay informed throughout the transaction process. The software sends automatic status updates and reminders, reducing the need for manual follow-ups. Its user-friendly dashboard provides a clear overview of ongoing transactions. This focus on automation makes it an efficient tool for client communication.
Standout features & integrations:
Features include a user-friendly dashboard for tracking transactions, automated status updates to keep clients informed, and customizable templates for tailored communication. It’s built to simplify client engagement during the conveyancing process. Closer helps reduce manual work and keeps everything running smoothly.
Integrations include Microsoft Outlook, Google Calendar, Xero, QuickBooks, DocuSign, Adobe Sign, Dropbox, Mailchimp, Zapier, and Slack.
Pros and cons
Pros:
- Real-time transaction tracking
- Customizable communication templates
- Automated client communication
Cons:
- May not suit large firms
- Primarily for real estate
Osprey Approach is a case management software tailored for UK law firms, focusing on conveyancing and legal practice management. It automates workflows, handles document management, and supports client communication, making it ideal for firms looking to enhance productivity.
Why I picked Osprey Approach: It excels in providing integrated workflows that connect different aspects of legal practice. Automated legal workflows streamline your processes, while customizable fields let you tailor the software to your needs. The software's client portal and mobile app improve client management. Its integration capabilities with popular tools further enhance its functionality.
Standout features & integrations:
Features include automated workflows to streamline tasks, a client portal for better communication, and customizable fields to fit your firm’s needs. It’s designed for UK law firms focusing on conveyancing and legal practice management. Osprey Approach also integrates with popular tools to boost overall efficiency.
Integrations include InfoTrack, DocuSign, Microsoft Power BI, Perfect Portal, Coadjute, Lexis Smart Forms, Microsoft Outlook, Google Calendar, Xero, and QuickBooks.
Pros and cons
Pros:
- Access to extensive legal forms
- Supports multiple transaction types
- Strong client management features
Cons:
- May overwhelm small teams
- Requires training for best use
- Initial setup complexity
LCS is a conveyancing software designed specifically for real estate lawyers in Ontario, Canada. It focuses on document management, client communication, and compliance with local regulations.
Why I picked LCS: It's tailored for Canadian compliance, with features that cater to the specific needs of Ontario lawyers. The software includes built-in lawyer contacts and customizable templates to streamline your workflow. Automatic statement calculations and cloud storage enhance efficiency and data security. Its focus on local compliance makes it a reliable choice for Canadian law firms.
Standout features & integrations:
Features include automatic statement calculations to save time, customizable templates to fit your needs, and secure cloud storage for easy document access. It’s designed specifically for Ontario real estate lawyers. The focus on local compliance makes it a dependable choice for Canadian firms.
Integrations include Stewart Title Insurance, Chicago Title Insurance, Teranet Connect, and more.
Pros and cons
Pros:
- Thousands of built-in lawyer contacts
- Responsive customer support
- Extensive educational resources
- Automatic document saving
- Easy transition with low learning curve
Cons:
- Limited to the Ontario market
- Not suitable for non-Canadian markets
InTouch is a cloud-based conveyancing and case management software tailored for law firms and legal professionals. It helps manage the entire conveyancing process with features like customizable workflows and electronic signatures.
Why I picked InTouch: It's designed with small law firms in mind, offering features that cater to their specific needs. The software provides a client portal and real-time reporting, making it easier for you to keep clients informed. The online forms and electronic signatures reduce paperwork and save time. Its user-friendly design makes it accessible even for those with limited technical skills.
Standout features & integrations:
Features include customizable workflows, electronic signatures, and a client portal to keep clients updated. Online forms help reduce paperwork and save time. The software is easy to use, making it a great fit for small law firms.
Integrations include Microsoft Outlook, Google Calendar, Xero, Mailchimp, Zapier, DocuSign, Amazon S3, Dropbox, QuickBooks, and Adobe Sign.
Pros and cons
Pros:
- Improves client communication
- Customizable workflows
- Easy to set up
Cons:
- Not ideal for large firms
- Occasional software updates needed
- Limited advanced features
Hoowla is a conveyancing software tailored for legal professionals in the UK, focusing on property transactions. It offers matter management, document automation, and client portals, enhancing communication and efficiency.
Why I picked Hoowla: Designed specifically for UK-based firms, it integrates with HM Land Registry and supports billing functionalities. The software's client portals improve communication, while document automation reduces manual tasks. Its cloud-based nature allows easy collaboration and quick matter management. This focus on UK-specific needs makes it ideal for firms in that region.
Standout features & integrations:
Features include matter management to keep cases organized, document automation to save time, and client portals for better communication. It’s designed for UK firms and integrates with HM Land Registry. The cloud-based system makes collaboration and case handling easy.
Integrations include HM Land Registry, Microsoft Outlook, Google Calendar, Xero, QuickBooks, DocuSign, Adobe Sign, Dropbox, Mailchimp, and Zapier.
Pros and cons
Pros:
- Integrates with UK systems
- Quick document production
- Customizable workflows
- Effective client communication
Cons:
- Initial setup complexity
- Limited international use
CaseLoad by Denovo is a comprehensive conveyancing software designed for legal professionals who need to handle various legal documentation efficiently. It serves law firms by providing tools for document management, case tracking, and client communication.
Why I picked CaseLoad by Denovo: It excels in document management, offering features that ensure your firm's paperwork is organized and accessible. The software allows you to store, retrieve, and share documents with ease. Its document automation features save time by reducing manual entry. This focus on document efficiency makes it ideal for firms with heavy paperwork demands.
Standout features & integrations:
Features include advanced case tracking to keep your team updated, client communication tools to streamline interactions, and document automation to save time. It’s built for firms that handle a large volume of legal paperwork. CaseLoad by Denovo helps keep everything organized and running smoothly.
Integrations include Microsoft Word, Microsoft Outlook, Adobe Acrobat, QuickBooks, Xero, DocuSign, Dropbox, Google Drive, Salesforce, and Zapier.
Pros and cons
Pros:
- Supports various file formats
- Reduces manual document entry
- Strong document management capabilities
Cons:
- Learning curve for new users
- May overwhelm small teams
- Initial setup complexity
Lexis Convey is a conveyancing software tailored for legal professionals in South Africa, focusing on property transactions. It helps manage the entire conveyancing process, from document preparation to client communication.
Why I picked Lexis Convey: It caters specifically to South African firms, integrating with local systems and regulations. The software offers features like automated document generation and compliance checks, ensuring your processes align with local laws. With its focus on South African needs, it provides a reliable solution for local firms. The user-friendly interface helps your team work efficiently and effectively.
Standout features & integrations:
Features include automated document generation to save time, compliance checks to meet South African regulations, and a user-friendly interface for easy navigation. It’s designed specifically for local law firms. Lexis Convey makes the conveyancing process smoother and more efficient.
Integrations include Deeds Office, SARS eFiling, Microsoft Outlook, GhostConvey, Microsoft Word, Microsoft Excel, LegalSuite, WinDeed, SAP, and Pastel Accounting.
Pros and cons
Pros:
- Efficient document generation
- Automated compliance checks
- Tailored for South African regulations
Cons:
- Limited to South African market
Veya is a conveyancing software solution aimed at legal professionals who need to manage property transactions efficiently. It focuses on enhancing communication between legal teams and their clients, ensuring transparency throughout the conveyancing process.
Why I picked Veya: The software excels in client communication, offering tools that keep your clients informed at every stage. Automated updates and notifications help you reduce manual follow-ups. With its client portal, your clients can access important information easily. This focus on communication makes it a valuable tool for maintaining strong client relationships.
Standout features & integrations:
Features include automated updates to keep clients informed, a client portal for easy access to case details, and customizable notifications to match your communication style. It’s designed to improve transparency and reduce manual follow-ups. Veya helps build stronger client relationships through better communication.
Integrations include Microsoft Outlook, Gmail, Xero, QuickBooks, Dropbox, DocuSign, Google Calendar, Slack, Mailchimp, and Trello.
Pros and cons
Pros:
- Efficient client onboarding process
- Easy access to case information
- Automated client updates
Cons:
- Initial setup complexity
- May not suit large teams
- Limited to property transactions
Other Conveyancing Software
Here are some additional conveyancing software options that didn’t make it onto my shortlist, but are still worth checking out:
- LEAP
For mobile access
- ProConvey
For user-friendly design
- The Access Group
For mid-sized firms
Conveyancing Software Selection Criteria
When selecting the best conveyancing software to include in this list, I considered common buyer needs and pain points like managing complex documentation and ensuring regulatory compliance. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage client communication
- Handle document management
- Track case progress
- Generate reports
- Ensure compliance with regulations
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable workflows
- Mobile access
- Integration with local government systems
- Automated notifications
- Advanced security features
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Easy navigation
- Minimal learning curve
- Customization options
- Speed and responsiveness
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Supportive webinars
- Presence of chatbots for assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Response time to inquiries
- Quality of help documentation
- Access to live chat support
- Availability of a dedicated account manager
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Features offered at each price tier
- Availability of free trials
- Transparent pricing information
- Discounts for long-term commitments
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly mentioned pros and cons
- Frequency of updates and improvements
- Feedback on customer support
- User-reported reliability and uptime
How to Choose Conveyancing Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your firm. Look for solutions that can handle increased workloads and user numbers without compromising performance. |
| Integrations | Check that the software integrates with existing tools like your email, calendar, and accounting systems to streamline processes. |
| Customizability | Look for software that allows you to tailor workflows and templates to fit your firm's specific needs and preferences. |
| Ease of Use | Choose software with an intuitive interface that requires minimal training, enabling your team to adapt quickly and work efficiently. |
| Budget | Consider the total cost, including setup fees and ongoing subscriptions. Ensure it fits within your firm's financial plan. |
| Security Safeguards | Verify that the software offers robust data protection features, such as encryption and access controls, to keep your clients' information safe. |
| Support Services | Evaluate the availability of customer support, including live chat and phone assistance, to help you resolve issues quickly. |
| Compliance Features | Ensure the software includes tools to help you adhere to legal and regulatory requirements specific to your region. |
Trends in Conveyancing Software
In my research, I sourced countless product updates, press releases, and release logs from different conveyancing software vendors. Here are some of the emerging trends I’m keeping an eye on:
- Cloud-Based Solutions: More vendors are shifting towards cloud-based platforms, allowing users to access their work from anywhere. This trend supports remote work and offers flexibility for legal teams. Vendors like Lexis Convey have embraced cloud technology to enhance accessibility.
- Artificial Intelligence: AI is being used for predictive analytics and document review, helping legal teams make informed decisions faster. Some software now offers AI-driven insights to improve case outcomes and efficiency.
- Blockchain Integration: Blockchain technology is being explored for secure and transparent property transactions. This trend could reduce fraud and enhance trust in the conveyancing process. A few vendors are beginning to pilot blockchain features.
- Client Portals: Software is increasingly providing client portals to improve communication and transparency. These portals allow clients to track their case progress and access documents, enhancing the client experience.
- Regulatory Compliance Tools: As regulations evolve, software is incorporating tools to ensure compliance with legal standards. This trend helps firms avoid penalties and stay updated with the latest legal requirements, with some vendors offering real-time compliance updates.
What Is Conveyancing Software?
Conveyancing software is a digital tool designed to manage the legal aspects of property transactions. It is generally used by legal professionals such as solicitors and conveyancers to increase efficiency and reduce errors in property transfers. Document management, client communication, and compliance features support these professionals in handling complex transactions smoothly. Overall, these tools save time and increase accuracy, making property transactions more efficient and transparent.
Features of Conveyancing Software
When selecting conveyancing software, keep an eye out for the following key features:
- Document management: Organizes and stores legal documents securely, making retrieval and sharing easy.
- Client communication: Enhances interaction with clients through portals and automated updates, keeping them informed.
- Compliance tools: Ensures adherence to legal and regulatory requirements, helping you avoid penalties.
- Case tracking: Monitors the progress of transactions, providing real-time updates to your team.
- Customizable workflows: Allows you to tailor processes to fit your firm's specific needs and improve efficiency.
- Automated notifications: Sends timely alerts and reminders, reducing manual follow-up tasks.
- Cloud-based access: Offers the flexibility to work from anywhere, supporting remote teams.
- Predictive analytics: Uses data to provide insights and forecasts, aiding decision-making.
- Mobile access: Lets you manage tasks on the go, ensuring constant connectivity.
- Security safeguards: Protects sensitive client data with encryption and access controls, ensuring confidentiality.
Benefits of Conveyancing Software
Implementing conveyancing software provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased efficiency: Automates repetitive tasks like document preparation and client updates, freeing up time for more complex work.
- Improved accuracy: Reduces errors in documentation and compliance with automated checks and templates.
- Enhanced client satisfaction: Keeps clients informed and engaged with portals and regular updates, leading to better relationships.
- Time savings: Streamlines processes like case tracking and communication, allowing quicker transaction completion.
- Remote work support: Offers cloud-based access, enabling your team to work from anywhere with ease.
- Better decision-making: Provides insights and forecasts through predictive analytics, helping you make informed choices.
- Data security: Protects client information with advanced security features, ensuring confidentiality and trust.
Costs and Pricing of Conveyancing Software
Selecting conveyancing software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in conveyancing software solutions:
Plan Comparison Table for Conveyancing Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic document management, limited client communication, and basic compliance tools. |
| Personal Plan | $10-$30/ user/month | Advanced document management, client portals, and basic reporting features. |
| Business Plan | $40-$70/ user/month | Customizable workflows, mobile access, enhanced security features, and predictive analytics. |
| Enterprise Plan | $80-$150/ user/month | Comprehensive compliance tools, full integration capabilities, personalized support, and unlimited storage. |
Conveyancing Software FAQs
Here are some answers to common questions about conveyancing software:
Can conveyancing software integrate with accounting systems?
Yes, many conveyancing software solutions integrate with popular accounting systems like Xero and QuickBooks. This integration helps streamline your financial processes by syncing client and trust accounts, reducing manual data entry and errors.
How secure is client data in conveyancing software?
Security is a top priority for conveyancing software providers. These platforms typically include advanced security features like data encryption, access controls, and regular backups to protect sensitive client information from unauthorized access and breaches.
Why is specialized accounting software important for conveyancing law firms?
In conveyancing, managing financial transactions accurately is critical, which is why legal accounting solutions and accounting software play a key role. These tools help streamline client accounting, enabling firms to handle trust accounts, disbursements, and compliance with legal financial regulations efficiently. Having integrated financial tools reduces errors and ensures that all transactions related to conveyancing matters are properly tracked and reported.
How do conveyancing firms enhance client service during property transactions?
Delivering strong client service is essential in conveyancing, where clear communication and transparency are vital. Law firms often rely on integrated legal software that support referral tracking and client communications. These tools ensure that clients are kept informed throughout the process and help conveyancers efficiently manage their pipeline of work—especially in high-volume conveyancing matters.
How can time tracking tools benefit conveyancing professionals?
Precise time recording is crucial in conveyancing, where billable hours and deadlines matter. Time-tracking features built into legal technology or a case management solution ensure that all work related to conveyancing matters is accurately logged and billed. These tools also support performance analysis and can improve time management across the team.
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