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.
Conveyancing compliance tools:
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.
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:
Digital ID checks
Verification of funds (VoF)
Land Registry searches
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