Succeeding in today’s market requires expertise, investment & a touch of excellence, says Peter Ambrose
We know conveyancing is not glamorous but its ability to generate cash and spin-off work makes it very attractive. This is why it is so important to modernise traditional conveyancing departments so they can generate profitable work without increasing the risks involved. Here are some key suggestions.
Case management
There’s no way around this. Today, conveyancing is not practical without an effective case management system.
A decline in the number of experienced conveyancers means support staff need to be more effective. Making case details available helps them to handle inbound enquiries which enables the fee-earner to focus on the work only they can do.
Action
Case management does not have to be implemented in a “Big Bang” approach—incremental change works fine. Extensive (and expensive) projects that try to solve all the problems at the first attempt are destined to fail. Avoid workflow-based solutions initially—go for the minimum —contact details, note-taking and an automated precedent bank.
Standardisation—fall into line
Modern conveyancing is defined by risk reduction
