Conveyancing case management software for UK law firms.
OrdoLux brings together everything a conveyancing desk needs: matter management, document storage, client updates via WhatsApp, Checkboard KYC/AML checks and Stripe completion payments — in one platfo
How OrdoLux supports conveyancing workflows
Conveyancing is high-volume, deadline-driven work where every transaction follows a similar path but has its own complications. OrdoLux is built around a matter-centric workspace that keeps every file organised from instruction to completion.
Each conveyancing matter has a single workspace: documents, time entries, correspondence, KYC checks, billing and client notes all in one view. Fee earners do not need to switch between systems to draft a standard enquiry reply, run a Checkboard check, send a WhatsApp update and post time — it all happens from the same screen.
Billing is integrated. When the matter completes, time entries and disbursements feed directly into the invoice. Add a Stripe “Pay now” link and the client settles by card the same day.
Key features for conveyancing lawyers
WhatsApp client updates
Capture WhatsApp messages, voice notes and documents directly onto the matter file. Record time from WhatsApp conversations. Stop chasing clients for documents they sent you three days ago — they are already on the file.
Checkboard KYC & AML
Run identity verification and AML screening via Checkboard from inside OrdoLux. Results are logged against the matter automatically. Compliant, auditable and fast.
Matter management
Open a conveyancing matter in seconds with client details, property address, matter type and billing rates. Track every transaction from instruction through exchange to completion in one workspace.
Document management (SharePoint)
All conveyancing documents — title deeds, searches, reports on title, correspondence — stored in SharePoint inside your own Microsoft tenant. Properly organised by matter, not scattered across email attachments.
Word template tagging
Tag conveyancing precedents — TR1, TR2, contract packs, client care letters — with content controls using the OrdoLux Tagger add-in for Word. Templates auto-populate with matter and client data on generation. No bracket syntax, no manual fields.
TM Group property searches
Order Local Authority, drainage & water and environmental searches directly from the matter. OrdoLux tracks status automatically and files results to the matter — no separate portal, no manual chasing.
Stripe completion payments
Add a “Pay now” button to completion invoices. Clients pay by card immediately. Faster cash collection, fewer chasing emails, no waiting for BACS on completion day.
Time recording
Record time against conveyancing matters with minimal friction. Outlook email integration captures correspondence time automatically. Recover the billable time that currently goes unrecorded on busy conveyancing desks.
Frequently asked questions
What is conveyancing case management software?
Conveyancing case management software organises property transactions from instruction to completion — matters, documents, enquiries, compliance, client communication and billing in one system. OrdoLux does this with a particular focus on client communication (WhatsApp) and fast completion billing (Stripe).
Does OrdoLux support conveyancing workflows?
Yes. OrdoLux supports the full conveyancing workflow: matter setup, document management, standard enquiries, WhatsApp client updates, Checkboard KYC/AML checks and Stripe completion payments.
How does WhatsApp integration help conveyancers?
Conveyancing clients chase on WhatsApp constantly. OrdoLux captures those messages, voice notes and documents directly onto the matter file — so you have a complete record, can time-record the communication, and never lose a document a client sent via WhatsApp.
Does OrdoLux integrate with Checkboard for KYC?
Yes. OrdoLux integrates with Checkboard for identity verification and AML screening. Results are logged against the matter automatically from inside OrdoLux — no copy-pasting between systems.
Can I order property searches from OrdoLux?
Yes. OrdoLux integrates with TM Group, so you can order Local Authority, drainage & water and environmental searches directly from the matter. Status is tracked automatically and results are filed to the matter when they come back.
See OrdoLux in action for conveyancing
Book a short demo to see how OrdoLux handles conveyancing workflows — from matter opening to completion billing.
— rolling monthly — free onboarding