Digital Conveyancing Compliance Tools

Mitigate risk and ensure compliance in your conveyancing team

It’s easier to reduce errors, mitigate risk, and ensure compliance with the Osprey conveyancing solution. Implement quality measures across your processes that help to standardise your processes for efficiency, but crucially to meet regulatory body requirements such as SRA Rules and CQS. Proactively monitor your team to ensure costly mistakes and breaches are avoided.  

Peace of mind for your conveyancing team

Standardised processes  

Implement compliance tasks and quality measures into your conveyancing workflows that are then followed by all employees to ensure standardisation and compliance across the team.

Client due diligence

Via our integration with InfoTrack, you can complete all client due diligence tasks – including AML and digital ID checks – that meet regulatory body requirements.  

Centralised data

Stop duplicating data across system to reduce errors with Osprey. Input your data once then automatically populate documents, forms, communications, and other integrated software platforms.

Conveyancing compliance tools:

Matter history

The Osprey digital matter history provides a centralised platform to track all documents, data, searches. communications, and actions. Your team, external assessors, or auditors can easily see the history of the transaction.

Conveyancing workflows

Utilise the Osprey templates conveyancing workflows to standardise processes. Easily configurable to your firm’s needs, you can implement compliance tasks and quality measures easily across your team.

Client due diligence

Complete all client due diligence tasks, including AML and digital ID checks, via the InfoTrack integration in Osprey. Utilise the data you already store and save all reports and results to the matter history.

Client ledger warnings & limits

Manage your office and client accounts within the SRA compliance Osprey legal accounting solution. Easily monitor client funds and have tighter control and authorisation of the transaction.

Real-time reporting & dashboards

Proactively monitor performance with real-time reporting and dashboards tools that give you full visibility of what’s going on in your firm. Build dashboards that show open PII circumstances, clients with expiring ID, client ledgers with no activity, archived files and more.

Secure web portal

Securely collaborate with clients and third-parties using the Osprey web portal. Capture data, upload documents, and share case updates via the portal or mobile app.

Seamlessly integrate with InfoTrack  

Speed up your conveyancing processes with the Osprey and InfoTrack integration that helps you to manage a transaction from initial enquiry to completion. Via Osprey, and using the data you already store, you can complete the following with InfoTrack:

AML checks
Digital ID checks
Verification of funds (VoF)
Land Registry searches
Property searches
SDLT submissions
Digital AP1s
Report on title

Conveyancing case management software

An all-in-one conveyancing software solution designed to digitalise and streamline your conveyancing department or firm. Automated processes, enhance the client experience, and empower employees with digital tools that help you spend more time on the client, rather than admin.  

See the conveyancing compliance tools in action

The Osprey Approach All-in-One Solution

The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management so you can run an effective and profitable firm.

Discover more features of our legal practice management software: