01
Conveyancing
Removing repeat data entry from the conveyancing workflow
A digital worker now handles the routine movement of matter data between systems, returning valuable time to every administrator.
- 8 hours
- saved each week, per administrator
- 24/7
- scheduled processing when the team is offline
- One
- clear queue for genuine exceptions
The challenge
Where time was being lost
An established UK conveyancing firm had experienced administrators spending a meaningful part of every week repeating predictable, rules-based updates. The work was necessary, but it pulled attention away from clients and created avoidable opportunities for inconsistency.
- —Client and matter details entered into more than one system
- —Routine case updates competing with client-facing work
- —Volume peaks creating backlogs and pressure on the team
- —Exceptions difficult to distinguish from ordinary processing
The solution
A controlled workflow, not a black box.
IN A BIT Bot was configured around the existing conveyancing process. It follows the agreed rules, moves information between the relevant systems, records every action and sends only uncertain cases to a named reviewer.
STEP 1
Read the work queue
The bot picks up ready matters on a schedule or agreed trigger.
STEP 2
Validate the record
Required fields and business rules are checked before any update is made.
STEP 3
Complete the updates
Approved information is entered consistently across the existing systems.
STEP 4
Escalate exceptions
Anything unusual is logged with context and routed to the right person.
The result
- Around eight hours returned to each administrator every week
- More consistent data entry across the conveyancing process
- A visible exception queue instead of hidden processing issues
- More team capacity for clients, completions and complex matters
“The conveyancing bot removed around eight hours of data entry per administrator every week, and the accuracy is better than doing it by hand.”