Conveyancing digital onboarding

Multi-step TA forms

Know Your Customer

Know Your Case

HMLR compliant eSignatures

Upfront enquiries

Evidence uploads

Reports and overviews

Contract and transfer

Engaging, user-friendly online questions for KYC, The Law Society TA forms and upfront enquiries

Get 1 week free

Book A Demo

Or call 020 4592 0899

Partners and integrations

KYC forms

Clients can provide all personal and property details from the outset through smart step-by-step forms.

Owners, buyers, Attorneys, Executors, Deputies, Directors & Giftors

Guided steps with intuitive, simple questions

Supporting evidence upload or scan

Output into overview PDFs

Know Your Client and Know Your Case forms in conveyancing

The Law Society TA forms

ProConvey is an approved provider of The Law Society TA forms.

Digitally activate the TA6 (4th & 5th), TA10, TA7 (3rd & 4th), TA9

Automatic eSigning by all clients in the case

Simplified step-by-step TA questions

Supporting evidence upload or scan

The Law Society TA forms for digital conveyancing onboarding

Upfront enquiries

Auto-generated additional enquiry forms with supporting evidence uploads handle the bulk of enquiries, upfront.

Additional forms triggered based on client answers in the TA forms

Handle up to 80% of common enquiries upfront

Output into enquiry PDFs in the case

Get 1 week free

Book A Demo

HMLR compliant legally-binding eSignatures

Seal the deal with digital, legally-binding encrypted eSignatures that fully adhere to HMLR guidance. Accepted by HM Land Registry for use by solicitors and conveyancers in the UK.

Legally admissible

SOC 2 Type II industry gold standard

Achieves eIDAS advanced eSignatures under the EU framework

85% of recipients eSign within 2 hours

HMLR legally-binding eSignatures for conveyancing

Streamline conveyancing while you save

Conveyancing onboarding software enquiries

%

Reduce enquiries

Additional forms with supporting evidence uploads handle the bulk of enquiries, upfront.

Conveyancing onboarding software paralegal using ProConvey

+

Save time

Spend more time on the tasks that matter. On-click onboarding for your clients and case information.

%

Reduce costs

Reduce paper, postage and admin costs with digital onboarding in your branded client portal.

What's included in digital onboarding?

Compare between our pricing plans

Digital onboarding

All case types

Volume pricing

Tailored discounts

Suggested invites

Client onboarding

Company onboarding

Know Your Client forms

Know Your Case forms

Giftor onboarding

Gifted deposit declarations

The Law Society TA forms

Supporting evidence uploads

Upfront enquiries

Case overview PDFs

Pack cover and contents

Contract and transfer drafting

Organised pack download

Overview

Quarterly

Annual

SAVE up to 80%

Book a demo