Ten conveyancing software tools every UK practice should know in 2026

A residential conveyancing practice runs on software for five jobs: winning instructions, verifying and onboarding clients, managing the matter, ordering searches and filing at HM Land Registry, and keeping the accounts straight. Very few products do all five well, so most firms end up running a stack of four or five different platforms. The ten tools below cover that whole workflow, from the first quote to the closed ledger.

Moving Compared for winning new instructions

Moving Compared is a comparison marketplace where UK home movers request conveyancing quotes for a sale, purchase or remortgage. For a firm, it works as a client-acquisition channel rather than practice software: movers arriving through the form already have a transaction in hand and are comparing conveyancing solicitors from a short list, not browsing cold, much like the process our guide to choosing a conveyancer sets out. Firms after a steadier flow of residential instructions can join the panel behind the conveyancing quote request flow.

Perfect Portal for quoting and onboarding

Perfect Portal describes itself as a new business management platform for law firms, and in practice it covers the start of the client relationship: a website quote calculator, a referrer portal, digital onboarding with biometric ID checks, and digital TA6, TA7 and TA10 forms inside a client app. It suits firms that lose instructions between quote and engagement letter and want that gap closed. It integrates with LEAP, Actionstep and InfoTrack, and the details sit at perfectportal.co.uk.

Thirdfort for client ID, AML and source of funds checks

Thirdfort handles client due diligence: automated ID verification that meets HM Land Registry's digital identity standard, AML screening, and source of funds checks that pull data directly from the client's bank. Over 1,500 regulated businesses now use it, and for conveyancers it takes the riskiest manual step out of onboarding. Checks are pay as you go on top of a monthly platform fee.

LEAP for conveyancing case management

LEAP is a single cloud system for small and mid-sized firms, covering matter management, document automation, legal accounting and time recording. Its conveyancing matter types come pre-configured for sale, purchase, remortgage and buy to let, with automated TA6, TA10 and AP1 forms, completion statements and one-click search ordering through InfoTrack. If you want one supplier for case management and accounts, this is the obvious starting point.

Clio for practice management built on integrations

Clio is a general practice management platform used, on its own figures, by more than 400,000 legal professionals worldwide. Its UK conveyancing offer is built from integrations: client intake automation, searches through InfoTrack and accounting through Xero. Clio itself notes its core products weren't built specifically for conveyancing, which makes it a better fit for a mixed practice that wants one platform across departments rather than a conveyancing-only system.

InfoTrack for searches and digital conveyancing

InfoTrack calls itself the UK's only end-to-end digital conveyancing platform, and the scope backs that up: digital onboarding with ID and source of funds checks, property and local authority searches, digital contract packs, then SDLT submission and digital AP1s with a requisitions dashboard after completion. It plugs into LEAP, Clio, Osprey and the other major case management systems. Most firms meet it first as a search provider and grow into the rest.

SearchFlow for dedicated property searches

SearchFlow supplies conveyancing searches to firms across England and Wales, with customised search packs matched to your compliance requirements, a contract pack preparation service and post-completion support. Registration is free. It suits practices that want a specialist search supplier rather than another all-in-one platform.

goHeather for contract drafting and review

goHeather is a legal AI that drafts, reviews and compares the contracts a business handles without outside counsel, so teams of any size can move faster and negotiate with more confidence. It flags issues clause by clause, works in PDF and Word, and its Word add-in produces tracked-change redlines. Its customers include small law firms and in-house teams across the UK. In a conveyancing practice it's most useful for the commercial paper around the practice itself: supplier terms, referral agreements, software contracts and employment documents that would otherwise go out unread.

HM Land Registry Digital Registration Service

The Digital Registration Service inside the HM Land Registry portal is free, official and often overlooked. Digital applications have been the default submission method for business customers since 30 November 2022, and firms using it get name and fee errors flagged at submission rather than after. If your post-completion team still assembles AP1s manually, this is the baseline: no licence cost, direct submission, fewer requisitions.

Xero for the office accounts

Xero covers the ordinary business accounting a firm needs outside its client account: invoicing, VAT, payroll and bank feeds. UK plans now start at £18 a month excluding VAT for the entry-level Ignite tier, rising through Grow, Comprehensive and Ultimate as a firm needs more. It's HMRC-recognised for Making Tax Digital and integrates with Clio. It doesn't replace SRA-compliant client accounting, so treat it as the office-side ledger alongside whatever your practice management system provides.

Before signing with any of these, read the integrations page as carefully as the feature list. A quoting tool that can't pass an instruction into your case management system, or a case system that can't order searches without rekeying, costs more in fee-earner time than the licence saves. And if you're weighing up where your own firm sits against the competition, our conveyancing hub is a good place to see how movers compare solicitors in practice.