Conveyancing firms are to be ranked by their “technological maturity” by a free benchmarking tool launching today.
The Digital Conveyancing Maturity Index (DCMI), a bi-annual report published by InfoTrack, enables conveyancing firms across England and Wales to measure and compare their digital capabilities against the wider industry. The benchmarking exercise has been used over 2,000 times said InfoTrack ahead of the release of this year’s survey which is open now. The 10 minute survey responses are aggregated and anonymised to produce an industry-wide benchmark against which firms can measure themselves. The full industry findings will be revealed at the Digital Conveyancing Summit hosted in London on 1st October 2026. From that date, every firm that has completed, or subsequently completes, the survey will receive a personalised report showing exactly where they stand against the industry benchmark, across every dimension measured.
For the first time the index will include a dedicated section on AI usage and governance, reflecting how the sector has evolved said InfoTrack, adding the inclusion of an AI section reflects a significant shift in how firms are approaching technology. The 2026 DCMI asks firms to identify which AI tools they use, from open and generic platforms such as ChatGPT to legal-specific solutions and AI embedded directly within their CMS, and where they are applying them, from contract analysis and enquiry management through to client communication and business performance analysis. It also captures whether firms have formal AI governance policies in place, and how consistently AI is adopted across teams. This data will, for the first time, give the industry a clear picture of AI maturity in conveyancing.
The survey measures seven key dimensions of conveyancing operations, reflecting the full transaction lifecycle say InfoTrack: AI usage and governance: what AI tools firms are using, where they are applying them in the conveyancing process, and how they are governing their use through policy and oversight; client onboarding: how firms are verifying client identity, checking source of funds, managing AML obligations, and communicating with clients through the onboarding process; pre-completion: how firms are handling document review, raising and managing enquiries, preparing contract packs and reports on title, monitoring lender requirements, and managing transaction risk; post-completion: how firms are submitting SDLT and AP1 forms, ensuring accuracy, and managing requisitions from HMLR; bew business: how firms are generating and managing leads, presenting pricing to prospective clients, and keeping clients updated on the progress of their matter; integrations and IT: how firms are using their case management system, applying e-signatures across the transaction, and storing and managing matter data.
Sam Jordan, Chief Operating Officer at InfoTrack UK, explained: “Every two years, the DCMI gives Conveyancing firms the chance to pause and reflect on where they are, how far they’ve come, and even more importantly, how far everyone else has come. Since our last edition, AI has moved from an emerging curiosity to something firms are actively deploying or actively questioning. The 2026 index gives conveyancers the insights they need to make better decisions about where to focus, what good looks like, and how they compare to the rest of the industry. We look forward to helping every firm understand how they compare to their peers and competitors come October.”
In previous years Bell Lamb and Joynson (2024) and Eden Conveyancing (2022) took the top spot. The 2024 report identified almost one third of conveyancing firms achieved a digital maturity score of 60% or above.
The Digital Conveyancing Maturity Index survey can be completed here.
