Modern tools for faster,
smarter conveyancing
Acumio helps conveyancers streamline every stage of the transaction—from quoting to completion—so you can close more deals with less admin.
Quote Calculator. Faster quotes on your website.
Give prospective clients the convenience of obtaining conveyancing quotes directly on your website.
- Instant and accurate quotes for prospective homebuyers and sellers
- Built-in data capture to grow your client database
- Embed seamlessly on any site without extensive coding
- Reduce manual quote calculations and increase conversions
Referral Form for Introducers. Expand your reach.
Give prospective clients the convenience of obtaining conveyancing quotes directly on your website.
- Simplified referral submission via branded online forms
- Enhance collaboration with estate agents, mortgage brokers, and others
- Transparent status updates for partners and clients
- Grow your client base through a streamlined referral process
Quote Management. One hub for all quotes.
Give prospective clients the convenience of obtaining conveyancing quotes directly on your website.
- Collect, sort, and filter quotes in one place
- Easy quote-to-instruction workflow at the push of a button
- Eliminate the chaos of scattered quotes and email threads
- Comprehensive record of leads and conversions
Digital ID verification. Ensure compliance and security.
Verify client identities remotely using a Land Registry Safe Harbour–compliant process, boosting compliance while reducing manual checks.
- Automate identity checks in line with UK conveyancing standards
- Eliminate the need for physical ID exchange
- Clear audit trails for legal compliance
- Speed up onboarding and reduce risk of fraud
AML and SOF Checks Stay SRA-compliant.
Seamlessly perform Anti-Money Laundering (AML) and Source of Funds (SOF) checks right within the platform to meet regulatory obligations.
- Automated screening against sanction lists
- Source of funds verification for robust due diligence
- Comprehensive AML audit logs for regulator reviews
- Reduce paperwork and manual follow-up
The Law Society TA Forms. Complete with confidence.
Access digital versions of the Law Society’s Transaction Agreement forms, making it faster and simpler to gather crucial property information.
- Pre-populate forms with client details to save time
- Securely transmit completed forms for review and submission
- Ensure consistency with the latest Law Society standards
- Reduce error rates through guided, step-by-step form completion
E-Signature Sign documents anytime, anywhere.
Offer HM Land Registry–compliant electronic signatures so clients and conveyancers can execute documents securely without lengthy mail delays.
- Sign or request signatures directly within the platform
- Comply with government standards for conveyancing e-signatures
- Track signature progress with real-time status updates
- Speed up contract exchanges and enhance client satisfaction
Tasks. Organise your workflow
Assign, track, and collaborate on tasks related to each case, ensuring no detail slips through the cracks.
- Create task lists for every stage of the conveyancing process
- Set deadlines, reminders, and status updates in one central hub
- Enhance team coordination with instant notifications
- Maintain visibility on progress to deliver on time, every time
Automated Email Management. Keep everything in sync.
Integrate with Outlook or Gmail to manage both inbound and outbound emails right from within each case page.
- Automatically sync and log email conversations under the relevant case
- Compose emails from one unified platform without switching apps
- Save time and minimise errors by centralising communications
Document Templates. Generate files in seconds.
Speed up document creation with customisable templates that pull in case data automatically, reducing manual input and mistakes.
- Build a library of frequently used templates for standard forms
- Auto-populate names, addresses, and key case details
- Edit and customise before finalising for unique requirements
- Maintain brand consistency across all communications
Search Ordering. Hassle-free property searches.
Order property searches from within Acumio and receive updates the moment results are available, keeping transactions on track.
- Request a range of property searches with one click
- Avoid repetitive data entry through integrated workflows
- Stay informed with instant notifications on search statuses
- Expedite due diligence to close cases more efficiently
HM Land Registry Services Direct access within Acumio.
Directly access HM Land Registry services within Acumio, reducing the need for multiple logins and systems.
- View and update official title registers instantly
- Reduce manual paperwork and scanning
- Keep all property records in one platform
- Meet regulatory standards with secure digital access
SDLT Return to HMRC. Submit in-platform.
File your Stamp Duty Land Tax (SDLT5) return directly through Acumio, ensuring full compliance with HMRC requirements in one seamless process.
- Direct integration for quick SDLT5 return submission
- Auto-population of client and property details to minimise errors
- Reminders to file within HMRC’s 14-day deadline
- Straightforward tracking of return status within Acumio
Client Portal. Improve client transparency
Give clients secure, 24/7 access to their case progress, documents, and communication channels, enhancing their trust and satisfaction.
- Let clients upload, view, and sign documents digitally
- Provide instant updates to reduce client anxiety and phone calls
- Encourage direct messaging for quicker resolution of queries
- Maintain a clear audit trail of all interactions
Automated Chasers. Keep clients on schedule.
Automatically notify clients of outstanding tasks or documents, ensuring they stay engaged and the conveyancing process remains on schedule.
- Scheduled nudges for missing information or signatures
- Automatic follow-ups to reduce manual chasing
- Increased client responsiveness and faster case progression
Ready to
transform your
practice?
Don't miss out on the opportunity to be at the
forefront of conveyancing innovation.