Case Study

Conveyancer Automates Completions Diary

Oakwood Conveyancing automated their completions diary and eliminated missed exchange dates for the first time.

0
Missed Dates
150
Transactions
30%
More Volume
Auto
Reminders
1

The Challenge

Oakwood Conveyancing managed 150 active transactions at any time. The completions diary was a whiteboard in the office, exchange dates were in Outlook, and search deadlines were tracked in a spreadsheet. Missed dates meant compensation claims.

2

The Solution

Runox conveyancing workflows tracked every transaction from instruction to completion. Exchange and completion dates, search expiry, and mortgage offer deadlines were managed centrally with automated reminders.

3

The Results

Zero missed exchange or completion dates since implementation. The whiteboard was retired. Fee earners accessed their transaction pipeline from anywhere, and the firm took on 30% more transactions with the same team.

Key Results

Zero missed exchange or completion dates
150 active transactions managed centrally
30% more transactions handled
Automated deadline reminders
Remote access to transaction pipeline

Get the same results for your business

Start your free trial today. No credit card required.

Start Free Trial
      Runox — HR, Payroll, Accounting, Tax & Legal | 6 Jurisdictions | runox.ai