Conveyancing
Keep high-volume conveyancing matters disciplined with stage control, deadline visibility and governed matter automation.
Donna365 for conveyancing
Conveyancing is process-heavy, deadline-sensitive and unforgiving when a small step disappears into an inbox. The work itself is well understood; the risk is in volume and timing. A firm running dozens of matters at once needs to know, at a glance, which files are on track and which are about to miss something. Donna365 turns each matter into a controlled workflow inside Microsoft 365.
The goal is not to replace every specialist conveyancing or settlement platform. The goal is to give the firm an operating layer for visibility, task control and governed AI around the work people already do, so the practice runs on shared state rather than on whoever happens to be watching a particular file.
The operating problem in conveyancing
Every conveyance moves through the same stages, but the failures are rarely about the law. They are about a cooling-off date that nobody flagged, a requisition that sat unanswered, a settlement figure confirmed in an email that the file owner never saw because they were on another matter. The work is repetitive, which is exactly why it is easy for one missed step to slip through unnoticed until it becomes urgent.
In a high-volume practice, the principal and practice manager need to manage by exception. They cannot read every file every day. What they need is a reliable signal: these three matters have a deadline inside 48 hours with an open task, look here first.
How Donna365 changes the matter flow
Donna365 runs each matter as a stage-based flow from enquiry to settlement, with the standard steps for that stage built in. Owners and deadlines surface directly in Outlook and Teams, where the team already works, so a looming settlement date is visible without opening a separate system. Document checklists are tied to the matter, so the contract, transfer, requisitions and authorities are tracked rather than assumed.
Donna can prepare routine correspondence and status notes from the file, with lawyer or conveyancer review before anything goes out. Exception reporting gives principals and practice managers a live view of what is stuck and what is approaching a deadline, which is the difference between managing a portfolio and firefighting it.
What changes
- Stage-based matter flow from enquiry to settlement, with standard steps built in.
- Owners and deadlines visible in Outlook and Teams, not buried in inboxes.
- Document checklists tied to the matter, so nothing critical is assumed done.
- Drafting support for routine correspondence, routed for review before it goes out.
- Exception reporting that points principals and practice managers at the few files that need attention now.
Done well, this is the difference between a busy conveyancing practice and a controlled one.
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
