Conveyancing scenario: the system runs the process
Target proof point: standardise high-volume intake so matter opening no longer depends on who answers the enquiry.
Case Study Details
The target firm
A 12-lawyer growth-stage conveyancing practice. Volume work, tight settlement timelines, and an intake process that varies by whoever answers the phone.
The operating pattern
Matters opened five different ways. Conflict checks happened, sometimes. Critical client data landed in five places, none of them the right one. As the firm grew, inconsistency at intake became risk downstream.
What Donna365 should prove
- Intake follows the same practice-pack path every time.
- Conflict, KYC and risk checkpoints are captured before matter opening.
- Settlement tasks and deadline risk surface in Teams and Outlook.
- Exception reports show what needs attention before the day gets away.
Target outcome: anyone trained on the practice pack can open a matter properly.
DELIVERABLES
PRACTICE
TARGET FIRM
Growth-stage conveyancing firm
YEAR
2026
Contact
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.
