Task guide
The conveyancing pipeline
See every conveyancing transaction the firm is running in one register, where each stands, when it completes and what holds it up, and narrow it to what needs chasing.
What the register shows
Matters, Conveyancing lists every conveyancing transaction you may open, a page at a time. It is the firm-wide view of the transaction each conveyancing matter keeps on its own Conveyancing tab (see Run a conveyancing transaction). The tab shows only where the firm has switched conveyancing on.
Each row is one transaction:
- Matter: the matter's number and name, the kind of transaction (sale and purchase, grant of a lease, assignment, sublease, mortgage, deed of gift or release of a mortgage) and the property.
- Acting for: the side the firm acts for, such as vendor, purchaser, lessor or lessee.
- Stage: the stage the transaction is in and the day it entered it.
- Completion: the day completion is fixed for, with a badge. Target means the day is the firm's aim, Overdue means the day has passed without completion, and Completed means it has happened. Not fixed means no day has been set.
- Held up by: the number of open requisitions and of consents still awaited.
- Fee earner and Office.
Open a row to go to the matter's own transaction.
Find what needs chasing
Search by matter number or name, or by a property's name, reference or locality, then use Filters:
- Kind, Stage, Acting for, Fee earner, Office (offered where the firm has more than one) and Region.
- Completion overdue, Open requisitions and Awaiting consent, each Yes or No. Choose Yes on all three to see the transactions that are late, have unanswered requisitions or wait for a consent.
Sort by the completion day, by how long a transaction has been in its stage, or by matter number. The stage names are those of the firm's conveyancing stage set: instructions, due diligence, lessor consent, lender requirements, drafting, execution, stamping, registration, charge registration, completion and closed.
Take it away
The register's export button downloads what the filters show. It asks you to confirm first, and the export is recorded against you.
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Read next
- Run a conveyancing transactionOpen the transaction on a conveyancing matter and work it from the searches through execution, stamping, registration and completion, with its AML checks and client updates.
- The property registerRecord each piece of land or building the firm's transactions are over, with its survey and registry particulars, what burdens it and every matter it has been on.
- The matter register, views and dashboardFilter the matters you need, save the view for next time or share it with the firm, find files nobody has touched, read budgets across matters, and read a matter at a glance.