The problem
Conveyancing lawyer follow-ups, document requests, replies to leads, listing data entry: hours of repetitive tasks every week, and every oversight is paid for in days of delay or a lost client.
Situations we have met with our clients and prospects, in sales as well as in property management.
- Maintenance planned every three months, finally done in the fourth, because an emergency jumped the queue.
- Follow-ups with buyers, conveyancing lawyers and clients asking for reviews that depend on everyone's memory, and slip in busy weeks.
- The same remarks repeated at every inspection, for lack of a checklist everyone follows and signs off.
What you get
- The conveyancing lawyer follow-up that keeps going out until the document is received.
- Document requests (reports, certificates, title) sent and tracked automatically.
- Every incoming contact gets an immediate reply and a scheduled call-back.
- Listing tracking and ad publishing without triple data entry.
How it works
Choosing what to automate
We start from the audit's ranking: time saved and risk. Under two hours a week, we don't automate: it would cost more than the task.
Writing the rule
Every automation starts with a clear rule: when it triggers, for whom, with which message, and when it stops.
Keeping a human in the right place
Anything that commits the agency (an offer, a letter of demand, a reply to an objection) is prepared by the system and approved by a person.
Switching on, then measuring
Automations go live one by one, tested in real conditions, with one figure to track every week.
The result: Less data entry, zero oversights. Your team spends its days with clients, not with the keyboard.
Who it is for
Frequently asked questions
Will AI reply to my clients?
Only for what commits to nothing, like an acknowledgement. Everything else is prepared by the system and checked by a person before it goes out.
What if an automation gets it wrong?
Each one has its exclusion list (a tenant in dispute, a sensitive client) and a figure tracked every week. At the slightest doubt, it stops and a human takes over.
Do we need to pay for new subscriptions?
Not necessarily. Many follow-ups can run in the tools you already pay for. When an extra tool helps, it is chosen based on your budget and on who will run it.