Client onboarding
Clients are onboarded in Client Hub, with digital identity and AML checks through Yoti and source of funds checks through Open Banking, each outcome recorded on the matter.
Client onboarding software
Feature
Conveyancing case management software
tsuro is conveyancing case management software that runs each transaction from instruction to completion on one rail. Searches, property data, lender offers and HM Land Registry submissions happen inside the matter, and AI assembles the report on title for your fee earner to review and sign off.
What our conveyancing case management software does
Conveyancing runs on tsuro the way the rest of the firm does: one record for each matter, stages and tasks configured to how your team works, and AI that moves the file on. Conveyancing depends on other services more than most work, so in tsuro those services are connected to the matter and their results land in the file, not in an inbox.
HM Land Registry integration from the matter
Electronic submissions and searches with HM Land Registry are made from the matter itself, without rekeying the details into another system. Digital deeds can be signed with qualified electronic signatures and conveyancer certified e-signatures, and the submission sits on the file with everything else.
Lender panel and mortgage offers in the file
Lender panel integration through LMS and Lender Exchange pulls mortgage offers into the matter as they are issued. tsuro then generates a mortgage report for the client, so the offer and your explanation of it sit together on the file.
Searches and upfront property information
Searches and digital forms are ordered through InfoTrack, and the results come back into the matter. PT Data brings title, property and market data into the case file, so your team has the property information in front of it before the first enquiry is raised.
An automated report on title, approved by a lawyer
AI assembles the report on title from the title, the searches and the enquiries, ready for fee earner review and sign-off. Nothing reaches the client until a fee earner has approved it, and the audit trail records who approved what, supporting your COLP's oversight. Our page on AI software for solicitors explains how that supervision works across the firm.
See a conveyancing file on tsuro
Book a demo and we will walk you through a transaction from instruction to completion, inside one matter.
Book a demo
or email hello@tsurolabs.co.uk
How conveyancing fits the rail
A conveyancing matter travels the same six stages as every other matter in the firm. The estimate and onboarding come before it, and billing comes after, all on the same record, so nothing is typed twice.
The conveyancing matter
Searches, title data, lender offers and Land Registry submissions inside one matter, with workflows prompting the next step and AI preparing the report on title.
Legal case management softwareFinance
Billing, invoicing and payment tracking on the matter, with card payments through Stripe recorded against it and chargeable time captured as the work happens.
Legal billing softwareWhere conveyancing is going
Conveyancing in the UK is moving towards upfront property information, digital identity and faster, data-led transactions. tsuro is built for that direction.
- Property data first: title, property and market data in the file before the first enquiry.
- Onboarding: digital ID and source of funds checks completed while the client is onboarded, not chased later.
- Lenders: mortgage offers straight into the matter as they are issued.
- Registration: digital submissions to HM Land Registry from the file.
Choosing conveyancing software in the UK
Kingsley Bond Solicitors and Montrose Brown Law already run on tsuro. When a firm moves to us, we map how each team works, configure workflows, templates and permissions to its practice areas, then bring client and matter data across and check it before go-live. A phased launch with training means fee earners keep working throughout.
If you are weighing up your options, our comparison and switching pages set out how tsuro approaches the work and how a move is planned.
Questions about conveyancing case management software
What is conveyancing case management software?
It is the system a conveyancing team runs its transactions on: the client, the property, the tasks, the documents and the deadlines for each matter. tsuro also connects the matter to HM Land Registry, lenders, search providers and identity checks, so results arrive in the file rather than in an inbox.
Which conveyancing suppliers does tsuro integrate with?
HM Land Registry for electronic submissions and searches, LMS and Lender Exchange for lender panel integration and mortgage offers, InfoTrack for searches and digital forms, PT Data for title, property and market data, Yoti for digital identity and AML checks, Open Banking through Yapily for payments and source of funds checks, and Stripe for card payments.
Can AI write the report on title?
tsuro's AI assembles the report on title from the title, the searches and the enquiries, ready for fee earner review and sign-off. It never acts without a lawyer's approval, and the audit trail records who approved what.
How do source of funds checks work in tsuro?
Clients complete source of funds checks through Open Banking, powered by Yapily, while they are onboarded in Client Hub. There are no bank statements to chase, and the outcome is recorded on the matter alongside the Yoti identity and AML check.
Can we move our conveyancing files from our current system?
Yes. We plan the migration with you, bring client and matter data across and check it before go-live. A phased launch with training means fee earners keep working throughout.
See tsuro on your own matters
Book a demo and we will walk you through the platform end to end, shaped to your practice areas.
Book a demo
or email hello@tsurolabs.co.uk