A Midlands-based conveyancing practice has moved away from ‘traditional’ case management and implemented the Salesforce ecosystem to power its conveyancing processes.
Aconveyancing says it is at the ‘forefront of digital innovation in the industry’ with the implementation of the technology which it says will ‘enhance efficiency, client experience, and operational agility.’
“We’ve always been committed to innovation, and implementing Salesforce is a game-changer not just for us, but for the entire conveyancing sector. This transition moves us away from rigid, siloed legacy systems and allows us to harness a world-class platform used by global enterprises. We are setting new standards in conveyancing efficiency, transparency, and client service.”
says Natalie Moore, Founder and Director at Aconveyancing, adding ‘traditional’ case management software is ‘often restricted by outdated technology and limited integration capabilities.’ By adopting Salesforce the firm can work with integrations that bring marketing, customer service, sales, and operational workflows into a single platform. The firm says the introduction of new technologies like Salesforce opens new career pathways in roles such as administrators, AI trainers, and system analysts, to make the AI-driven workflows and advanced automation seamlessly fit together.
“This transformation is not just about technology—it’s about people. For clients, the integration of Salesforce means a smoother, faster, and more transparent conveyancing process, reducing delays and enhancing communication. For conveyancers, it provides an intuitive system that automates administrative tasks, allowing them to focus on providing high-quality legal services.”
concludes Moore.
“By embracing this cutting-edge technology, Aconveyancing is paving the way for others in the industry—proving that forward-thinking firms can challenge outdated norms and elevate client expectations.”
