Project Overview
A UK conveyancing firm processing 2,400 property transactions per year was spending 60% of fee earner time on ...
Technology Stack
Compliance & Standards
The Challenge
A UK conveyancing firm processing 2,400 property transactions per year was spending 60% of fee earner time on document generation — Land Registry requisitions, SDLT (Stamp Duty Land Tax) calculations and returns, AP1/TR1 forms, mortgage offers, and completion statements. SRA compliance required audit trails, and UK GDPR mandated data minimisation for the substantial personal financial data in conveyancing files. Budget: £85,000.
Our Approach
Conveyancing Document Engine
- Template-driven document generation: HMLR AP1 (application to register), TR1 (transfer of land), TP1 (transfer of part), DS1 (discharge of charge).
- SDLT calculation engine (all transaction types: freehold, leasehold, mixed use, additional dwelling).
- Completion statement automation with client-side balance checking.
HMLR and HMRC API Integration
- HMLR Digital Registration Service API for AP1 e-lodgement.
- HMRC SDLT API for electronic SDLT returns.
- HMLR Official Copies API for title register retrieval at instruction.
- Requisition response tracking via HMLR case management portal webhook.
File audit trail
every document, every action, every user — timestamped and immutable.
Conflict check workflow
matter opened triggers automated conflict search against all existing clients and related parties.
Client money accounting
completion funds tracked separately from firm funds (SRA accounts rules).
Conveyancing files contain substantial personal data
financial history (mortgage statements), identity documents, beneficial ownership information.
Retention policy
SRA requires 6 years post-completion.
UK GDPR minimisation
only data needed for conveyancing retained — no additional profiling.
Right to access
DSAR response within 1 month.
The Results
Launched at 12 weeks, £78,000 — under budget.
Document generation time: 4 hours/transaction → 35 minutes.
SDLT calculation errors: 18/year → 0 (automated calculation and API submission).
HMLR requisition rate: 22% → 8% (better-quality initial applications).
Fee earner capacity: each fee earner now handles 28% more transactions with same hours.
SRA compliance audit: commended for audit trail quality.
“The SDLT calculation and auto-submission alone paid for the entire project in the first year — we were getting 18 HMRC corrections a year for manually calculated returns. Zero since launch. The SRA auditor specifically asked us to write up the audit trail system for their good practice guide." — Senior Partner, UK Conveyancing Firm (name withheld)”
Project Details
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