Day-to-day operating brief
What Legal Assistant (Conveyancing) work looks like in practice
A Conveyancing Legal Assistant provides administrative and supervised technical support on property matters. Terms should cover client onboarding, identification evidence, search orders, standard forms, title documents, lender portals, enquiries, exchange packs, completion statements, post-completion submissions and client contact. The assistant should not report on title, confirm exchange, request or release funds, or answer legal questions without the responsible conveyancer's approval. Search results should be attached to the correct property and current transaction rather than carried over from a collapsed chain without review. Completion checklists must distinguish documents drafted, signed, received and approved; marking all four stages complete from a single upload can create a dangerous false readiness signal. Identification expiry, gifted-deposit evidence and estate-agent memorandum changes should remain visible to the responsible conveyancer. Signed papers received by post need scanning, original-location logging and prompt lawyer notification.
Responsibilities reflected in the contract
- Open files and gather client documents.
- Order searches and standard information.
- Prepare supervised forms and correspondence.
- Support exchange and completion checklists.
- Submit and track post-completion items.
A realistic working scenario
A client asks whether a restrictive covenant can be ignored, so the assistant records the query for legal advice rather than offering reassurance.
Outputs to agree
- organised conveyancing files
- timely accurate transaction support
- clear supervised client communications
Records and evidence
- Client property and verification status.
- Search order result and expiry.
- Document draft review and dispatch.
- Completion submission requisition 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 assistant cannot advise on title, exchange contracts, give undertakings, control client money, alter signed documents or imply a transaction is legally complete.
- May allocate routine work and make operational decisions only within documented staffing, financial, contractual and policy limits.
Supervision
- Prepare supervised forms and correspondence.
- Allocate and review assigned work within delegated authority and escalate formal people matters through the Employer's procedures.
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 workload and supervision
- onboarding searches forms and portals
- client contact exchange and completion support
- post-completion deadlines and records
Information the employer should prepare
- the conveyancing work and team structure
- the permitted technical tasks
- the onboarding and case systems
- the completion and registration workflow
- the conveyancer accounts and escalation contacts
Individually written and reviewed against the maintained role record.