Gain control over every stage of your sale, purchase and transfer transactions


This simple conveyancing workflow was created in partnership with Audit Compliance Ltd, and should be used as a base to build more complex customised workflows that are specific to how your firm operates. This add-on comes with document templates, email templates, and custom data fields, which allow for the collection of information common to UK conveyancing cases. You can customise the choices for these fields if you have Administrator permissions.

This workflow guides you through the typical steps involved in representing either the Purchaser or the Vendor.


  • Creation
  • File Opening
  • Investigation
  • Conflict of Interest
  • Pre-contract
  • Contract
  • Post-contract
  • Completion

Data Collection Fields:

  • Engagement Information
  • Property Information
  • Settlement Information
  • Tenant Information
  • Conditions
  • Disclosure
  • Apportionment
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Price Free
Author Actionstep