Day-to-day operating brief
What Conveyancer (Licensed) work looks like in practice
A Licensed Conveyancer manages residential or commercial property transactions within current authorisation. Terms should cover caseload, client onboarding, source-of-funds evidence, title investigation, searches, lender requirements, enquiries, undertakings, exchange, client money, completion, registration, supervision and professional insurance. Volume targets must not encourage premature exchange or the release of funds before authority, and the conveyancer should not accept an undertaking that the firm cannot reliably perform. Completion planning should reconcile signed documents, lender funds, client balance, bank details and the chain's proposed timing before release authority is sought. Post-completion work needs named ownership for tax submissions, notices and registration requisitions, because a completed move does not mean the legal file has reached a safe closing point. Leasehold matters additionally require current management information, apportionments, notices, certificates and any retention to remain visible until satisfied. Redemption figures and discharge evidence should match the correct charge and completion date.
Responsibilities reflected in the contract
- Open and assess conveyancing instructions.
- Investigate title searches and enquiries.
- Report to clients and lenders.
- Control exchange completion and funds.
- Complete registration and file closure.
A realistic working scenario
Completion funds arrive from an unexpected third party, so the conveyancer pauses release and obtains the required evidence and approval.
Outputs to agree
- controlled property transactions
- clear title and lender reporting
- accurate completion and registration records
Records and evidence
- Client property conflict and verification.
- Title search enquiry and report.
- Undertaking exchange and authority.
- Funds completion registration and closure.
- Client files.
- Attendance notes.
Reporting relationship
Typically reports to Supervising Solicitor, Practice Manager, Legal Director or Head of Department. Confirm the employer's actual reporting structure in the builder.
Authority and escalation
- The conveyancer cannot exchange without authority, misuse client money, give unsupported title assurances, ignore lender requirements or provide undertakings outside firm control.
- Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.
Tools and systems
- Case management systems.
- Document management systems.
- Secure email.
- Legal research tools.
- Deadline or diary systems.
Workplace context
- Legal office, client meeting rooms, court or tribunal locations where required and secure administration spaces.
Contract priorities
- transaction types caseload and supervision
- clients lenders title and searches
- funds undertakings exchange and completion
- registration insurance complaints and audit
Information the employer should prepare
- the property work and client types
- the licence supervision and insurance requirements
- the case client-money and onboarding systems
- the exchange completion and undertaking controls
- the partner compliance and accounts routes
Individually written and reviewed against the maintained role record.