Day-to-day operating brief
What Conveyancer work looks like in practice
A Conveyancer manages residential or commercial property transactions from instruction through title investigation, enquiries, exchange, completion and registration. The role handles client money, lender requirements, identity evidence and fraud-sensitive communications. Terms should define transaction types, caseload, supervision, professional status, signing and undertaking authority, bank-detail verification, remote work, referrals, complaints and escalation of defects or conflicts. Completion checklists should reconcile client authority, lender funds, undertakings, apportionments and verified destination accounts at the point of release. Post-completion work needs its own owner and deadline because a successful move does not complete tax, registration or charge-discharge obligations. Undertaking registers should record precise wording, beneficiary, responsible lawyer and evidence of discharge. Completion pressure never justifies an undertaking the firm cannot control. File closure should remain blocked until residual balances, original documents and registration requisitions are resolved or transferred with explicit ownership. Source-of-funds enquiries should remain proportionate but complete, with explanations and evidence linked to the actual purchase contribution. Familiarity with a client is not a substitute for resolving a material inconsistency. Exchange readiness should verify every agreed amendment against the execution copy rather than rely on negotiation emails scattered through the matter.
Individually written and reviewed against the maintained role record.