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ClearPath Legal AI · For law firms and conveyancers

Legal & conveyancing work,
done by AI.

ClearPath Legal AI works across the entire matter — from instruction and title investigation through searches, enquiries, reporting, exchange, completion and registration. It reads the file, analyses the documents, prepares the work, progresses the matter and surfaces the decisions that need your judgement.

Your lawyers stay in control. ClearPath does more of the work.

Working with UK conveyancing firms
The full conveyancing transaction

From instruction to HMLR registration. Every stage automated.

The complete England & Wales conveyancing matter — eight stages, 79 AI Agents, from the first instruction to the final registration — runs as one Journey, keyed to the property's UPRN — its Digital Property ID. Every Agent hands off to the next through the shared workspace. Every decision that carries legal weight surfaces to the fee earner for one-click approval.

Instruction
UPRN-keyed · conflict cleared
TI
Title Investigation
Register · covenants · lease
SA
Search Analysis
CON29 · drainage · environmental
EQ
Enquiries
Raised · assessed · chased
LC
Lender Conditions
Part 1 · Part 2 · Certificate
EX
Exchange & Completion
OS1 · K16 · SDLT · AP1

Every stage hands off automatically.

When the Title Investigation Supervisor completes its analysis, the Enquiries Agents draft the questions it raises. When searches arrive, their readers turn each result into meaning — and the Report on Title Agent begins writing. No manual handoffs. No tasks falling through gaps.

One-click approval at every decision point.

Work reaches the fee earner finished, with its reasoning and its sources attached. And what happens next is decided from the actual state of the matter rather than a fixed workflow stage — tasks created and prioritised by what the file needs today, not by where a template says it ought to be.

The commercial case · UK conveyancing today
12028
Days · the 120-day UK average, run to the industry's 28-day target
Built for
Project 28
79
Specialist AI Agents · running 24/7
Every stage
of the matter
4×
Matters per fee earner · modelled uplift, same headcount
Modelled capacity
per desk
1 in 3
UK transactions fail · 530,000 a year · the chain chased and saved, not watched
Fall-through
preventable
The state of UK conveyancing · 2026

The work has outgrown the way it is done.
Conveyancers carry the cost.

The average UK property transaction takes 120 days, fails roughly 1 in 3 times, and less than 1% of the data it runs on is digitised. 530,000 transactions collapse every year — £560m of consumer fees wasted, and up to £950m of cost to the wider economy. The volume, the complexity and the regulatory load have stacked up beyond what hand-run process can absorb.

The bill for hand-run work
1 in 3transactions fall through

Abortive files, fall-throughs — work your fee earners absorb, unpaid

Roughly 1 in 3 UK property transactions never completes — 530,000 every year. Buyers lose search and survey fees on every one of them. Sellers lose months. Law firms write off the work. Estate agents lose the deal. £560m of consumer fees wasted every year — up to £950m of cost to the wider economy — and your fee earners absorb the rework.

Source · CFIT Open Property Roadmap, May 2026 (government-commissioned) · HMLR transaction data
Completion time
120days avg

From offer accepted to completion

Search returns, enquiries, lender conditions — each step manual, sequential, blocked.

Against a 28-day industry target — Project 28 · HMLR data
Authorised push-payment fraud
£75M+ in 2025

Conveyancing wire-transfer fraud

Spoofed bank details. Completion-day account swaps. Solicitors and clients lose 6-figure sums monthly.

UK Finance · Annual fraud report 2025
Every fee earner is now juggling 30+ open matters, drowning in enquiries, searches, lender conditions, SDLT calculations and HMLR forms. The work hasn't changed — but the volume has tripled. Something has to give.
30+ matters
Per fee earner · UK avg
Three generations of conveyancing technology

Every firm is at Gen 2.
Gen 3 just arrived.

01Legacy
Pre-2020 Digitisation

Portals replaced paper. Lawyers still did everything.

Online case management organised the work. Every title review, every enquiry, every letter — still written by a human, every time. Technology stored the file. It never ran it.

02Most firms today
2020–2025 AI Assistance

AI helped faster. Lawyers still decided everything.

Document summaries, search highlights, auto-filled forms — faster, more accurate. Still producing outputs for humans to act on. The lawyer wrote every letter, raised every enquiry, every time.

03You are here
2026 → Agentic AI

Specialist AI Agents execute. Lawyers approve.

79 specialist AI Agents run the complete conveyancing matter end to end. Every stage progressed. Every risk surfaced. Every decision presented for one-click approval. The platform that runs the transaction.

ClearPath Legal AI →
How the agents work

Agents that do the work.
Lawyers who approve it.

A hierarchy of AI Agents runs every matter. The Conveyancing Orchestrator holds the Journey and publishes each stage objective; supervisor Agents decompose it into tasks; specialist Agents carry them out — coordinating through a shared workspace, the Blackboard, over an event-streaming backbone, so the moment one finishes, the next picks it up. Each Agent runs the same loop — Perceive, Decide, Act, Report — and the irreversible steps, exchange and releasing the money, sit behind a security key only a person can turn.

01 · Perceive

Watches every matter

Monitors the inbox, case management system, search providers, lender portals, HMLR, Companies House — continuously. Sees what arrives, what changes, what's overdue.

Example: Local search returns from Council. Title Investigation Agent picks it up in 4 seconds.
02 · Decide

Applies the rules

Knows TA6, UK Finance Handbook, lender conditions, SDLT rules. Cross-references title, enquiries, searches, mortgage offer. Identifies what needs attention. Writes the rationale.

Example: Spots restrictive covenant against business use. Flags risk. Drafts enquiry to seller's solicitor.
03 · Act

Executes the work

Drafts the enquiry, requests the search, raises the requisition, generates the SDLT return, updates the matter file, notifies the client, schedules the completion. Real work. Real outputs.

Example: Drafts client report on covenant. Sends to fee earner queue. Pre-populates TA13 amendment.
04 · Report

You approve the outcome

Every consequential decision lands in your queue with full rationale, evidence, audit trail. One click to approve, edit, or reject. Irreversible actions (exchange, completion, payment) are never auto-fired — they wait for you.

Example: Fee earner sees flagged covenant in 2 seconds. Approves draft enquiry. Sent in same minute.
The work it does

The file arrives.
The work is already underway.

ClearPath Legal AI holds the whole matter — the client, the property, the parties, every document, every message, every task and every risk — and keeps that picture current as things change. Working from it, the register gets read, the covenants reasoned for breach risk, the searches ordered, the first enquiries drafted and the client told what happens next, before a fee earner has opened the file.

WL–2026–5045 · leasehold purchaseworking
Instruction
Compliance
Title
04Searches
05Enquiries
06Contract
07Exchange
08Completion
Search synthesis running
CON29 read · 3 entries flagged by materiality Drainage read · shared drain identified Environmental in · no action required
Enquiries drafting behind it
14 raised · 9 answered · 2 chased today Reply 7 judged insufficient · follow-up drafted Lender Part 2 checked · 3 conditions open
Matter Progression Supervisor · readiness, deadlines and undertakings tracked across all 56 open matters

The matter keeps moving.

Eight stages, one Journey, keyed to the property’s UPRN. Title, searches, enquiries, compliance and the lender workstream all run at once from the day the file opens — not one after another. Nothing sits waiting for someone to notice it.

Drafted by the AIwriting
Report on Title
70 Addison Drive · leasehold · WK443092
3. Restrictive covenants

The 1932 transfer restricts use to

a private dwelling house only1. Your

intended use is residential and does

not breach it. It would, however, bar

a holiday let, and no consent is on

the title2. We advise indemnity.

1 · Register · covenants2 · Register · section C3 · TR1 1987
Also written end to end: Certificate of Title · pre-contract enquiries · contract review · lease report

It writes the whole thing.

The finished document, composed from the file by a chain of specialist agents in the firm’s house style. Every assertion carries the register entry, the lease clause or the search result it came from, so the fee earner reads a report they can sign.

Written this morningdrafting
DRAFTED
To the client
Your searches are back — nothing blocking
All four are in. Drainage and water are clear. Two things to know about…
DRAFTED
To the other side
Pre-contract enquiries · 14 raised
Enquiry 7: the seller asserts permitted development rights but no certificate is produced…
CHASING
To the managing agent
Service-charge accounts & reserve fund
Three years of accounts plus the reserve fund balance. Second chase Thursday…
AWAITING
To the lender
Certificate of Title · ready to certify
Three special conditions satisfied; retention on the roof works confirmed released…
Client, other side, lender, managing agent — one thread per matter

It does the correspondence.

Incoming post read and understood, the action identified and the reply drafted. Client updates written from what has actually happened on the file. Documents collected from the client and filed against the requirement they answer — so the portal shows what is outstanding, not a status bar.

Grounded in 36 documents on this matterreasoning
SW
Is there anything in the lease that blocks subletting?
Reading lease · register
Yes — clause 3.14 requires the landlord’s prior written consent to any underletting, not to be unreasonably withheld. The registered title carries no further restriction.
Lease · cl 3.14Register · section C
SW
Does the ground rent breach the lender’s onerous-rent test?
Reading lease · UK Finance Part 2
No. Ground rent is £250 rising with RPI every 15 years — inside this lender’s Part 2 threshold. Doubling every 10 years would have failed it.
Lease · cl 5.2UK Finance · Part 2
Reads only this matter’s file · no answer without a source · every run logged to the audit chain

It reads the file, then reasons over it.

Register, plan, lease, searches, contract pack, replies, mortgage offer, bank statements — the whole matter in context. Ask it anything and the answer comes from those documents with the clause shown, or it tells you the file doesn’t say. Ask it for finished work instead and it writes that.

Title & Riskinvestigating
70 Addison Drive, Stratford-upon-Avon UPRN 10070377554 · 12 entries read
MEDIUM
COVENANT1932 restriction to private dwellingindemnity recommended
RIGHTSRight of way over courtyard1987 transfer · benefits
ORDERSearches + indemnity assembledfees pulled from the file
18 findings cited across the book

It reads the file against itself.

Title against searches, searches against the TA forms, the forms against the contract pack and the correspondence — contradictions, gaps and the things nobody thought to ask surface here. Every property keyed to its UPRN and re-checked on every Land Registry update.

Instruction to matter, without rekeyingconnected
Estate agentClient accepts the quote
Your firmMatter creates itself, UPRN-keyed, conflict checked
LenderCertificate on the same record
Identity and source of funds verified once — relied on by every firm in the chain under its own MLRO sign-off, on one shared audit chain.

It connects the transaction.

Instructions arrive from introducers already complete — the client accepts the quote and the matter creates itself, pre-populated, with identity relied on under your own MLRO sign-off. Documents file straight into your case management system. The agent, the broker, the lender and the lawyer all work the same transaction record.

The AI Assistant

Ask it a question.
Or ask it for the finished work.

The Assistant holds one matter’s whole file in context and answers from it, with the source shown for every line. Ask it for a document instead and it runs the workflow — a chain of specialist agents that produces the finished piece, cited, and holds it for your approval.

WL–2026–5045Leasehold purchase · 70 Addison DriveGrounded in 36 documents
Does the ground rent breach the lender’s onerous-rent test? Draft the Report on Title for this matter… What is still outstanding before we can exchange?
Summarise the matterFlag the risksDraft a client updateWhat needs my attention?
Workflows · finished work, on demand
Each workflow names the agents that run it · every output cited to the document it came from · logged to the audit chain
79 specialist AI Agents

Every task. Every stage.
A specialist AI Agent for each.

A hierarchy of 79 specialists — one orchestrator, a supervisor for every stage of the matter, and execution Agents each expert in one narrow piece of the work. Every Agent is grounded in the exact rules, forms and legislation for its task — TA forms, the UK Finance Handbook, SDLT rules, HMLR requisition procedure — defined, scoped and tested by practising conveyancers. ★ marks the Agents you can watch reason live on real documents.

The headline Agents Orchestrator · stage supervisors · ★ live deep-tier
Orchestration & intake T0 series
ORCHESTRATOR
T0
Conveyancing Orchestrator
Holds the whole Journey — purchase, sale, remortgage or transfer of equity. Publishes each stage objective as an event, watches every deadline, and links the matter into the wider transaction through ClearPathOS™.
SUPERVISOR
T1
Instruction & Intake Supervisor
Opens the matter. Decomposes the instruction into conflict check, engagement, quote and file setup — and keys the file to the property's Digital Property ID from day one.
T1a
Conflict Check
Searches the firm's book for conflicts of interest before the engagement is issued — clients, counterparties and related matters.
T1b
Engagement
Drafts the client-care letter and terms of engagement to the firm's house style, ready for one-click issue.
T1c
Quote & Disbursements
Builds the quote — fees, searches, SDLT estimate and disbursements — priced straight from the file.
T1d
File Setup
Creates the matter in the firm's CMS two-way, files the opening documents and sets the Journey running.
SUPERVISOR
T8
Matter Progression Supervisor
Drives the matter to its next stage — readiness, chasing, deadlines and undertakings tracked continuously, so nothing sits still waiting to be noticed.
Title investigation T4 series
SUPERVISOR
T4
Title Investigation Supervisor
Decomposes the title into register, plan, covenants, easements, lease and lender requirements — then assembles the findings into one cited picture.
T4a
Register Analysis
Reads the registered title — proprietorship, charges, restrictions, notices — every entry understood and cited to the register.
T4b
Plan & Extent
Checks the title plan against the contract plan and the property as sold; flags any discrepancy in extent.
T4c
Covenants
Reasons whether each covenant binds, what the breach risk is, and whether indemnity is needed.
T4d
Easements & Rights
Surfaces rights of way, drainage and service rights — and what each means for the buyer and the lender.
T4e
Leasehold
Reads the lease — term, ground rent, service charge, consents, forfeiture — and flags what a lender won't accept.
T4f
Lender Requirements
Checks the title against the lender's instructions and the UK Finance Handbook.
★ LIVE
T4g
Report on Title ★
Writes the report on title end to end — every finding, every risk, every line cited — ready for the fee earner's approval.
Searches T10 series
SUPERVISOR
T10
Searches Supervisor
Determines the right search bundle for the property, places the order, and routes each result to its specialist reader.
T10a
Determine & Order
Selects and places the search order — local, drainage, environmental, chancel — fees pulled straight from the file.
T10b
Local Authority Search Reader
Reads the LLC1 and CON29 for meaning — planning, enforcement, road schemes, conservation areas — and grades each entry by what it does to this purchase.
T10c
Drainage Search Reader
Reads the water and drainage result — connections, shared drains, build-over agreements — and flags unclear responsibility.
T10d
Environmental Search Reader
Reads contamination, flood and ground-stability risk — and decides what needs further action or insurance.
T10e
Search Synthesis
Pulls every result into one risk picture and turns each material finding into an enquiry or a report line.
Enquiries T12 series
SUPERVISOR
T12
Enquiries Supervisor
Runs the enquiry cycle end to end — raised, sent, tracked, assessed and chased — until every answer is sufficient.
T12a
Generate Enquiries
Drafts each enquiry from a specific finding in title or searches, grounded in the law and the document behind it — in moments, not afternoons.
T12b
Send & Track
Issues the enquiries to the seller's solicitor and tracks every one of them to a reply.
T12c
Ingest & Match
Reads replies as they arrive and matches each one to its enquiry automatically.
T12d
Assess Sufficiency
Judges whether each reply actually answers the question — and drafts the follow-up where it doesn't.
T12e
Chase
Chases the outstanding — politely, persistently, on schedule — so nothing blocks exchange quietly.
Mortgage & lender T15 series
SUPERVISOR
T15
Mortgage Supervisor
Runs the lender workstream — offer, conditions and certificate — against the title exactly as investigated.
T15a
Offer Review
Reads the mortgage offer and its conditions; checks every condition against the file.
T15b
Certificate of Title
Drafts the Certificate of Title for the lender, ready for the fee earner's signature.
T15c
Handbook Compliance
Checks the matter against the lender's UK Finance Handbook requirements, part by part.
Contract & report T18 series
SUPERVISOR
T18
Contract Supervisor
Assembles the contract stage — review, pack, report and deposit — and certifies the matter exchange-ready.
T18a
Contract Review
Reviews the draft contract against the title and the agreed terms; proposes the amendments.
T18b
Pack Completeness
Audits the contract pack — every document present, current and consistent before exchange.
★ LIVE
T18c
Report to Client ★
Writes the plain-English report to the client — the property, the title, the risks, the decision — end to end.
T18d
Deposit
Manages the deposit — amount confirmed, source verified against the source-of-funds record, held to order.
Exchange T22 series
SUPERVISOR
T22
Exchange Supervisor
Brings the matter to exchange — and holds the gate until every readiness check passes.
T22a
Pre-Exchange Check
Runs the readiness check — enquiries answered, searches in date, offer current, deposit cleared, report approved.
T22b
Completion Date
Negotiates and synchronises the completion date across every party and every link in the chain.
T22c
Effect Exchange
Effects exchange under Formula B — behind a security key only a person can turn.
Completion T28 series
SUPERVISOR
T28
Completion Supervisor
Runs completion day — statement, funds, SDLT and registration — to the minute.
T28a
Completion Statement
Builds the completion statement with every figure reconciled to the file.
T28b
Funds Management
Sequences the funds — mortgage advance, client money, redemption — with every release gated behind human authority.
★ LIVE
T28c
SDLT Return ★
Prepares and files the SDLT return with HMRC — calculated, evidenced and cited.
T28d
HMLR Registration
Lodges the AP1 and the new title at HM Land Registry — and answers the requisitions.
The sale side T30 series
SUPERVISOR
T30
Sale Supervisor
Runs the sale side of the book — pack, contract, replies, redemption and completion.
T30a
Proof of Title & Protocol Pack
Assembles official copies, TA forms and the protocol pack for the buyer's solicitor.
T30b
Draft Contract (Sale)
Drafts the sale contract directly from the title.
T30c
Reply to Enquiries
Drafts replies to the buyer's enquiries from the file and the seller's instructions.
T30d
Redemption Statement
Obtains and verifies the redemption statement from the seller's lender.
T30e
Sale Completion & Net Proceeds
Completes the sale and accounts the net proceeds to the client, to the penny.
Chain management T35 series
SUPERVISOR
T35
Chain Coordinator
Coordinates the whole chain — negotiates the dates, chases the slow link, keeps every linked matter aligned to completion.
T35a
Date Synchronisation
Aligns exchange and completion dates across every link in the chain.
T35b
Chain Monitor
Detects chain risk early — stalled links, expiring offers, lapsing searches — before it collapses the sale.
T35c
Chain Funds Flow
Maps and verifies the funds flow up the chain for completion day.
Remortgage T60 series
SUPERVISOR
T60
Remortgage Supervisor
Runs the remortgage Journey end to end — title, new lender, redemption and the charge swap.
T60a
Title Confirmation
Confirms the registered title is good security for the new lender.
T60b
New Lender CoT
Drafts the Certificate of Title for the incoming lender.
T60c
Redemption
Obtains the redemption figure and manages the discharge of the existing charge.
T60d
Completion & Charge Swap
Completes the remortgage and registers the new charge at HMLR.
Transfer of equity T62 series
SUPERVISOR
T62
Transfer of Equity Supervisor
Runs the transfer-of-equity Journey — title, consent, transfer and registration.
T62a
Title & Charge Check
Checks the title and any existing charge before the transfer is drafted.
T62b
Lender Consent / New Borrowing
Obtains the lender's consent to the transfer — or runs the new borrowing alongside it.
T62c
TR1 & Independent Advice
Drafts the TR1 and manages the independent-advice requirements for the outgoing party.
T62d
SDLT, Completion & Registration
Handles SDLT, completes the transfer and registers the new proprietorship.
Communications & file T40 series
SUPERVISOR
T40
Client Communications
One thread per client — email, SMS, WhatsApp and the secure portal — drafted in plain English, every message on the audit chain.
T41
Document Management
Files every document in the Vault — by matter and contact, tagged to the AI Agent that made it, synced two-way with the firm's DMS or CMS.
T42
Legal Drafting
Drafts the bespoke — letters, deeds, statutory declarations — grounded in the file, cited to its sources.
T43
Inbound Review
Reads everything that arrives — post, email, portal — extracts what matters and routes it to the right AI Agent.
T44
Correspondence Response
Drafts responses to the other side's correspondence, ready for approval.
T45
Chasing
Chases third parties — solicitors, lenders, brokers, managing agents — on schedule, without being asked.
T46
Third-Party Liaison
Manages managing agents, freeholders and brokers — the requests, the fees, the packs.
Firm & oversight T47 series
SUPERVISOR
T47
Matter Monitor
Watches every open matter for risk, drift and deadline — and brings the few that need a human to the top of Mission Control.
T50
Management Information
The firm's numbers — matters, stages, fees, bottlenecks — reported continuously, not quarterly.
T51
Vulnerable Client Safeguard
Detects signs of client vulnerability and adapts the matter's handling to the firm's policy.
T55
Aborted Transaction
Manages a fall-through properly — fees, file, client and what happens next.
T56
Complaint Handling
Runs the firm's complaints procedure to the letter — acknowledgement, investigation, response, record.
T57
Scope Change
Detects when a matter outgrows its quote and drafts the variation before the work is given away.
T58
File Retention & Closure
Closes and archives the file to the firm's retention policy — seven years, audit-complete.
And beneath every matter — the compliance substrate. Identity, screening, source of funds and the risk rationale run inline through the Journey via ClearPath Risk & Compliance AI — verified once, then relied on by every firm in the transaction under its own sign-off, on one shared audit chain. The Multilateral Reliance Framework.
ClearPath Risk & Compliance AI ↗
Risk & Compliance AI

Risk and compliance,
managed end to end by AI.

ClearPath Risk & Compliance AI runs the whole function. It onboards the client, reads the money, follows the ownership through to the beneficial owners, and reasons the risk the file actually presents — writing the argued, cited rationale behind every judgement. It re-opens the assessment the moment circumstances change, keeps the firm-wide risk assessment current from what is happening on live matters, and has the evidence pack assembled before anyone asks for it.

Client due diligence

The result, worked through

Your ID check runs as it does today, to GPG45 through a DVS-certified provider. The AI does the work on what comes back — assurance tested against the risk, sanctions and PEP hits worked name by name, false positives argued out, the acceptance recorded with its reasons.

Source of funds

The money, reasoned

Statements read line by line, deposits traced to savings, a gift, a sale or a bonus, and the unexplained credits questioned. The AI builds the wealth narrative, evidences it, and says plainly what it could not evidence.

Ownership

Structures followed through

Layered companies, trusts and SPVs unpicked to the beneficial owners against Companies House and the PSC register, with the control chain set out and the risk each layer carries reasoned rather than listed.

File review & supervision

Every file, not a sample

Supervision usually means auditing a handful of files a quarter. The AI reviews every open matter against the firm’s own procedures — CDD gaps, missing evidence, stale risk ratings, undertakings unresolved — and raises what it finds to the supervising partner.

Firm-wide risk assessment

Reg 18, kept live

The firm-wide risk assessment rebuilt continuously from what is actually happening on live matters — client types, jurisdictions, delivery channels, transaction patterns — instead of a document refreshed once a year and out of date by spring.

Policies & controls

Current with the rules

Regulatory change tracked across the SRA, CLC, MLR 2017, LSAG and the FCA transition, mapped to the firm’s own policies and procedures, with the drafting done and the gap set out for the COLP to adopt.

Ongoing monitoring

Risk that stays current

Re-assessed across the life of the matter and the relationship. A change in circumstance, sanctions status or ownership re-opens the assessment, re-writes the rationale and raises the alert the same day.

Suspicion & reporting

Anomalies caught and argued

Patterns assessed in context against MLR 2017, JMLSG and LSAG, the suspicion articulated, the SAR drafted and the matter paused — the tipping-off prohibition hard-wired.

Breach & reporting

The audit, already assembled

Breaches logged and assessed for reportability, the register maintained, and the COLP and MLRO reporting pack — decisions, evidence, rationale, dates — assembled for any file, any client or any regulator return.

Client onboarding runs on the identity, open banking, screening and eSignature providers your firm already has, or on ours. Everything above it — the reasoning, the supervision, the risk assessment and the reporting — is the AI.

The Multilateral Reliance Framework

Verified once. Relied on by everyone.

Identity, source of funds and screening established once by one firm, then relied on by every other firm in the transaction — each under its own sign-off, with the client’s consent, every acceptance written to a shared audit trail.

ClearPath Risk & Compliance AI ↗
Verified identity GPG45 · SoF · screening
Estate agentrelied · own sign-off
Mortgage brokerrelied · own sign-off
Law firmrelied · MLRO sign-off
Lenderrelied · own sign-off
The client side · App & Portal

The whole move, in one place.

Your client never has to call to ask what's happening. The ClearPath App and Portal bring them inside their own transaction — every firm, in plain language, in real time. What's done, what's outstanding, what's next. Fewer update calls for your team; a client experience that wins the next instruction.

9:41
YOUR MOVE · IN YOUR POCKET
Hanna · your move to 12 Lansdowne Crescent is underway.
YOUR TRANSACTION2 OF 5 COMPLETE
WHAT NEEDS YOUR ATTENTION · 2
Sign 3 enquiry replies for your saleDrafted by Sarah’s AI · ready for you
Approve your Report on TitlePlain English · every flag explained
SW
Sarah’s AISearches are back — nothing blocking your purchase. Summary inside.
HomeJourneyDocumentsChat
Concept · The Client App — their move, in their pocket
Transaction Hub
WELCOME BACK · 3 FIRMS · 1 CHAIN · 1 PLACE
Hanna · your move to 12 Lansdowne Crescent is underway.
ECOSYSTEM MODE
YOUR TRANSACTION PROGRESS2 OF 5 STAGES COMPLETE
01 · DONE
Listing your current homeMendelson Estates
02 · DONE
Offer accepted on saleMr Patel · cash · chain-end
03 · ACTIVE
Mortgage on new homeHalifax £1m · DIP issued
04 · ACTIVE
Conveyancing both sidesTitle + searches in
05 · QUEUED
Exchange & completionSynchronised · mid-July
WHAT NEEDS YOUR ATTENTION3 ITEMS · TODAY
LEGAL · SARAH
Sign 3 enquiry replies for your saleDrafted by Sarah’s AI · reviewed by Sarah
FINANCE · MIKE
Confirm Halifax £1m mortgage offerSuitability letter · 5-yr fix
PROPERTY · AARON
Accept Mr Patel’s £1.68m cash offerBest of 3 · chain-free
Concept · The Portal — the transaction as one journey
Verified once, never asked twice

ID and source of funds done in the app, relied on by every firm in the transaction under the Multilateral Reliance Framework.

Sign, accept and pay in-app

AI-drafted, professional-approved work signed and paid for in moments — every action sealed to the audit chain.

Fewer calls, faster matters

Clients who can see the journey don't ring for updates — your fee earners stay on the work that moves the matter.

The Open Property era

The Roadmap maps the rails.
This is what runs on them.

In May 2026 the Centre for Finance, Innovation and Technology published the Open Property Roadmap, commissioned by the Department for Business and Trade and built with HM Land Registry, MHCLG and OPDA. It makes home buying the flagship use case for UK Smart Data beyond Open Banking, and sets out ten recommendations for a digital property market. ClearPath Legal AI delivers against all ten — today, on live matters.

120 daysAverage transaction, England & Wales
1 in 3Transactions fail · 530,000 a year
<1%Of the data needed to buy a home is digitised
£14.1bnNet social value over 15 years · the highest-value Smart Data use case identified
UPRNHM Land RegistryOPDA · PDTFDVS Trust FrameworkNPTNDPMSGSmart Data
All ten recommendations · delivered
01
Evidence-led pilots

Ten UK firms are running real matters on the platform now, instrumented on time-to-milestone, rework and fall-through — the evidence Phase 2 was created to produce.

DELIVERED
02
Cross-regulator sandbox

Consent captured, provenance carried, every agent run signed into a tamper-evident chain. Ready to test data sharing under supervision with nothing to retrofit.

DELIVERED
03
Transaction & milestone visibility

Every matter runs the same eight defined stages, so progress, blockers and next actions are visible to the client and to the parties entitled to see them.

DELIVERED
04
Consumer trust, consent & control

The client grants access in their own app, sees exactly who used what and when, and withdraws it. Consent is a live setting, not a tick box at the start.

DELIVERED
05
Consistent property identification

Every matter, property record and title finding carries the UPRN and the title number, so data links across systems instead of being matched by address.

DELIVERED
06
Upfront digital property data

The seller’s pack is assembled and completeness-tested at instruction, so what a buyer needs to know is on the file before anyone accepts an offer.

DELIVERED
07
Technical standards alignment

Title, searches and material information handled as structured data in the Property Data Trust Framework shape — reusable by the next party without re-keying.

DELIVERED
08
Shared trust framework

Issuer, holder, verifier and relying party are real roles in the platform, with lifecycle trust events recorded so the next firm can rely rather than re-check.

DELIVERED
09
Standards alignment

Built on the DVS Trust Framework, which HM Treasury and DSIT have confirmed satisfies the identity requirements in the Money Laundering Regulations.

DELIVERED
10
Smart Data governance

Trust roles, trust events, audit and reporting are explicit and operating today — the conformance layer the Guidebook calls for, already running.

DELIVERED

Recommendations as published in Open Property: A Roadmap for Transforming Home Buying and Selling through Smart Data, CFIT, May 2026. Where a recommendation is addressed to government or regulators, “delivered” means the platform capability it depends on is built and operating. Figures are CFIT’s and OPDA’s as published.

Works alongside your stack

Works with the systems
you already use.

ClearPath Legal AI connects to your existing case management, document, property-data and communication systems. It works across them, performs the work and writes the result back — without the firm replacing its core technology. Your firm, your data, your relationships.

See how it integrates
ClearPath Legal
NPTN · Data pipeline
PEXA · Settlement
Actionstep · Clio · ALB
HMLR · Digital
InfoTrack · Searches
Companies House
Integrations

It writes back into
the systems you already run.

ClearPath Legal AI works across your case management system, your registry and property data feeds, and your settlement rails — reading from them and writing results back to them, two-way, in real time. Your file of record stays where it is. Nothing is rekeyed, and nothing has to be ripped out.

CLIO Case management
Clio Manage
Two-way sync of matters, documents and time. Agent output writes back to the matter as it is produced, with the audit trail intact.
AS Case management
Actionstep
Real-time two-way sync. Matters open, documents file and billing entries flow back without a fee earner rekeying anything.
OA Case management
OneAdvanced · ALB
Practice and case management sync, matter routing, and post-completion submissions raised from the same record.
M365 Workspace
Microsoft 365
Through the Graph API, so drafted letters, reports and enquiries land in Outlook, Word and Teams where the firm already works.
HMLR Registry
HM Land Registry
Official copies, title plans and the register pulled on demand; AP1 registrations prepared and lodged, then tracked to completion.
NPTN Data
NPTN by LMS
The National Property Transaction Network — pre-instruction property data, lender requirements and chain visibility, PDTF-shaped.
PDTF Data standard
OPDA · PDTF
The Property Data Trust Framework as the canonical shape for property data, so title, searches and material information arrive as data.
CH Verification
Companies House
Entity structure, PSC register and beneficial ownership pulled directly for corporate and SPV purchases, and re-checked on change.
PEXA Settlement
PEXA UK
Digital settlement — funds and title lodgement together on completion, closing the window that payment diversion fraud exploits.
Plus 20+ further integrations · OCR · ID verification · eSignature · KYB · PEPs & sanctions · banking APIs. Named systems are integration targets.
See full integration catalogue
Risk & Fraud Protection

Every payment verified.
Every transfer protected.

Payment diversion fraud costs UK conveyancing firms millions every year. The Risk & Fraud Agent validates bank details before every transfer, detects suspicious requests in real time, and pauses the ePayment Agent immediately on any match. Before a single penny moves.

Payment request
Email · bank change
RF
Risk & Fraud Agent
Account verified ✓
Risk & Fraud Alert
14-day account · paused
AML
AML Cleared
SOF verified

Detect fraud before it happens.

The Risk & Fraud Agent cross-checks every incoming bank account change against fraud databases. New account registered within 14 days? Sender email not matching verified client? ePayment Agent paused immediately. Fee earner alerted. No funds move until reviewed.

Settle via PEXA on Bank of England rails.

Once verified, the ePayment Agent executes completion funds through PEXA Pay — FCA-authorised, Bank of England net settlement, simultaneous HMLR title lodgement. Faster, safer, fully audited. Marsh estimates 40% of PII claims preventable with digital settlement.

Trust · Security · Compliance

Audit-grade by default. Built for UK regulated practice.

Your data is yours — never used to train shared models, UK-resident, deleted when you leave.

SOC 2
Type II

Independent audit in progress

ISO/IEC
27001

Certification in progress

ISO/IEC
42001

Certification in progress

UK GDPR
Compliant

ICO registered · DPIA complete

Cyber
Essentials+

Certification in progress

SRA / CLC
Ready

Regulator-aligned audit trail

The return · modelled on a mid-size firm

What it gives back.

A mid-size firm with a 20-conveyancer department completing 12 matters each per month — 240 a month, 2,880 a year. The platform is a real cost, and this is what it buys. We rebuild the model on your own last 12 months before you commit.

Mid-size firm · 20 conveyancers · 240 matters a month · Professional
20 conveyancers 2,880 matters/yr 12 per fee earner/month Professional tier SRA-regulated
Platform licences
20users
Every conveyancer on the platform · all 79 AI Agents
Matters run
240/mo
2,880 a year · every stage worked end to end
Capacity released
+1,130hrs/mo
13 hours per conveyancer per week — the working month of six more
What you get back
£350K/yr
Six conveyancers at fully loaded salary cost
The return £350,000 of conveyancer capacity returned every year.
Model on your last 12 months
Pricing

Choose the tier
that fits your firm.

Every tier does the whole matter. The title investigated, the searches read, the enquiries raised and assessed, the reports drafted, SDLT reasoned, the registration lodged — and the client answered throughout. Your conveyancers open files that are already worked. What changes between tiers is the size of firm it is built for, and how far the oversight reaches across your book.

Essentials
Firms taking on more work without hiring
Talk to us
per matter
Plus a licence per user, per month · may be recharged to your client
Up to 100 matters a month
Everything below, from the first matter
  • Title, plan and lease reviewed
  • Contract pack and TA forms analysed
  • Searches read and risk-graded
  • Cross-document reasoning
  • Enquiries drafted, assessed and chased
  • Reports and matter documents drafted
  • Inbound post read and answered
  • Matter progression and next-best-action
  • Exceptions surfaced, routine handled
  • Runs on your existing case management system
No setup fee. 12-month term.
Get a price →
Professional
Established firms running conveyancing at scale
Talk to us
per matter
Plus a licence per user, per month · may be recharged to your client
100–500 matters a month
Everything in Essentials, plus firm-level oversight
  • Everything in Essentials
  • Instructions arrive pre-populated
  • Continuous risk and compliance monitoring
  • Every file reviewed, not a sample
  • Firm-wide risk assessment, live
  • COLP and MLRO reporting pack
  • Chain coordination
  • Leasehold, new build, auction and TOE
  • Every integration, two-way
  • Named account manager
Volume rates apply automatically as you grow.
Get a price →
Enterprise
National, multi-site and volume firms
Talk to us
per matter
Plus a licence per user, per month · may be recharged to your client
500+ matters a month
Everything in Professional, tuned to your firm
  • Everything in Professional
  • Trained on your precedents and house style
  • Tuned to your panels and lender conditions
  • Custom agents for your matter types
  • Full API and agent framework
  • Your own referral panel
  • Preferential rates on platform services
  • Firm-level MI and board reporting
  • Dedicated engineering and SLA
  • Bespoke commercial terms
Deployed on your infrastructure where required.
Talk to us →
Nothing to work out

It knows what the matter needs.

A leasehold flat in a conservation area needs a different bundle from a new build on an estate. The AI reads the property, decides what is required, drafts the order with the fees and the parties already pulled from the file, and puts it in front of you to approve. Through your own providers, or ours.

Reads the propertyDecides the bundlePrices it from the fileYou approve

No setup fees. 12-month term. Onboarding, migration and training included. The per-matter fee may be recharged to your client, as many firms do with their case management fee today.
Send us your last twelve months of matter volumes and we will come back within a day with a written proposal and a return model built on your own numbers. Third-party costs — searches, identity, indemnity, registry and duty — are ordered through the platform and recharged to your client as they are today. Prices exclude VAT.

How firms are benefiting

What changes
when the AI does the work.

Firms of every size run conveyancing matters on ClearPath Legal AI. These are the differences it makes to a caseload — on completion times, on capacity, on fraud, on the matters that would otherwise have fallen through.

Conveyancing firm · Manchester
LIVE

Completion time cut from 120 days to 34 across 80 matters.

A caseload of 80 simultaneous purchase matters. Title investigation, searches, enquiries and lender condition tracking all ran in parallel — not in sequence. The result: average instruction-to-completion dropped from the UK average of 120 days to 34 — within sight of the industry's 28-day target.

−70%
average completion time against the UK benchmark
City law firm · London
LIVE

Caught £840K push-payment fraud attempt before exchange.

The ePayment Agent flagged a last-minute bank-details change on a £1.4M completion. The seller's solicitor's email had been spoofed. New account details verified as a known fraud vector. Funds held. Matter saved. Client never knew anything was wrong.

£840K
payment diversion caught before funds moved
Conveyancing practice · Leeds
LIVE

Fee earner capacity up 3.4× without new hires.

A 12-strong conveyancing team was at 280 matters a year, with a quoted turnaround it could not shrink. On ClearPath Legal AI the same team runs 960 active matters with no new hires and faster client response times.

3.4×
matters per fee earner · same headcount
Regional law firm · Bristol
LIVE

Client communication NPS up from 31 → 78 in 60 days.

Clients used to wait an average of 18 hours for a status update. The Client Communication Agent now responds in seconds, in plain English, on WhatsApp — at 11pm if needed. Net Promoter Score lifted 47 points.

+47 pts
client communication NPS · 31 → 78
Volume conveyancer · Nottingham
LIVE

Zero SDLT calculation errors across 240 completions.

SDLT errors are the silent margin-killer — overpaid stamp duty, missed reliefs, late corrections. The SDLT Agent runs the calculation, applies first-time-buyer relief, additional-rate surcharge and group structures automatically. Zero errors. Zero corrections filed.

0
SDLT corrections filed
Property law firm · Bath
LIVE

Fall-through rate cut from 31% to 11%.

The costliest matters in a conveyancing book are the third that never complete. The Risk & Fraud Agent and Chain Management Agent surface collapse signals far earlier than fee earners reviewing files by hand. Matters intervened on, parties realigned. Fall-through rate cut by two-thirds.

−65%
fall-through rate · 31% → 11%
What changes

Your department,
three times the size.

Without hiring anyone. The AI carries the title work, the searches, the enquiries, the reports, the compliance and the client — so the same conveyancers run three times the matters, and the work that used to wait in a queue happens the day it arrives.

Capacity

The same team, three times the caseload.

A conveyancer carries 30 open matters because that is what a person can hold. The AI works every file and surfaces only the unusual, the complex and the higher-risk — so nobody spends the week inspecting routine elements to find the one that matters. That is where the capacity comes from.

Speed
28d

The industry target, reached.

The profession set itself 28 days from offer to exchange and has spent years at 120. Title, searches, enquiries and lender conditions run from day one instead of one after another — and the waiting, which is where the time actually goes, disappears.

Cost
1⁄6

A fraction of the capacity it returns.

The platform is priced per matter, so it costs what your caseload costs and nothing when work does not come in. Most firms recover it from the client in the slot their case management fee already occupies — and what it returns is measured in conveyancers, not licences.

ClearPath AI · five platforms

Five AI platforms.
One way of working.

ClearPath provides five AI platforms for law firms, conveyancers, estate agents, mortgage brokers, lenders and regulated businesses. Our AI works inside the matter or transaction: it reads the documents, understands the information, carries out the work, produces the outputs, manages the workflow and keeps things moving. Professionals review, approve and make the decisions that require their expertise. Each platform works independently and can sit alongside existing technology.

The five platforms

Across home moving, ClearPath can also connect the estate agent, mortgage broker, lender and lawyer, allowing authorised information, documents and progress to move with the transaction.

How they fit together · and how a matter runs
The shape of the transaction Above AI Gateway The engine room — runtime, config, training, governance, live operations Client App & Portal The client, inside their move The property platforms Legal 79 AGENTS for the conveyancer Conveyancing, run by AI Agents Property 60 AGENTS for the estate agent Sales progression, run by AI Agents Finance 69 AGENTS for the broker & lender Mortgage origination, run by AI Agents The substrate · beneath all three Risk & Compliance AI 22 AGENTS The regulated risk & compliance engine, beneath all three platforms · also standalone IdentityScreeningSource of funds Continuous monitoring The foundation ClearPathOS™ 31 AGENTS Runs the work, the workflows and the operations — one record and one audit trail for every party Shared canonical recordsAgent orchestration Cryptographic audit & lineage How a matter runs · the agent hierarchy Orchestration Agent holds the Journey · publishes objectives as events Mid-tier decompose into tasks Mid-tier decompose into tasks Mid-tier decompose into tasks Title Searches Enquiries Source of Funds + many more execution agents Shared state · the Blackboard Event-streaming backbone · consume, process & emit asynchronously
ClearPath Legal AI

This is what conveyancing looks like now.

Every stage of the matter run by AI, on real files, in real firms, today.

Every new firm · standard onboarding
£0
Setup & onboarding
79
AI Agents active from day one
14 days
From contract to first matter live
100%
Money-back if you’re not 100% satisfied
We model it on your last 12 months of matters and show you the saving before you commit. See the model →
† Setup, go-live and money-back commitments apply to standard onboarding and are set out in full in the terms of service.
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