What modern clients want from their conveyancer (and what they don’t)

The next generation of property buyers and sellers have very different expectations, and they’re not afraid to shop around. Are you meeting them?

Clients are changing – fast

Millennials and Gen Z are now a significant part of the home-buying market. These generations grew up with online banking, mobile apps, and 24/7 access to services. They’re used to doing everything from their phones, and they expect legal services to be just as accessible.

They also have high expectations around speed, communication, and user experience. They’ll happily switch providers if those expectations aren’t met, and they won’t hesitate to leave feedback – good or bad – that shapes your reputation online.

The new baseline of service

To remain competitive, conveyancers must align their workflows with what clients want:

  • Mobile-first onboarding
  • Fast, clear communication
  • Transparency and control

Checkboard supports this by offering a fully mobile experience that lets clients complete ID verification, submit documents, prove financial position, and confirm source of funds in a matter of minutes.

What clients no longer tolerate

Equally important is knowing what to avoid. Modern clients are quick to disengage if they encounter:

  • Repetitive requests for the same information
  • Poorly formatted forms that don’t work on mobile
  • Delays with no explanation
  • A general sense of confusion or outdated systems

These aren’t just minor annoyances. They’re brand-damaging moments that reduce referrals, reviews, and repeat business.

Creating an experience that builds loyalty

The firms gaining market share today are those that recognise onboarding isn’t just admin – it’s a chance to build trust, demonstrate competence, and set a positive tone.

By delivering a digital-first experience with clear steps, automated reminders, and fast feedback, you become the firm that’s easy to work with, and the firm that’s easy to recommend.

Modern clients. Modern onboarding. Try Checkboard today

 

This article was submitted to be published by Checkboard as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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