New tool to flag conveyancing risks

New tool to flag conveyancing risks


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Document Review can check 40,000 documents a day

A new conveyancing document analysis tool has launched, which its creater says applies more than 2,000 expert-built rules to flag potential risks, missing information and lender requirements as documents enter a matter.

Document Review, which operates within the InfoTrack platform, can analyse around 40,000 conveyancing documents each day, the company claims, reviewing key information including title registers, contracts, TA forms and leases, as well as supporting material such as fire risk assessments and asbestos surveys.

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Status flags identify review issues

The tool is based on rules written by InfoTrack’s conveyancing specialists and on the relevant UK Finance Mortgage Lenders’ Handbook requirements for each matter, with status flags helping conveyancers assess whether information needs further review. These link directly to the source document, so users can quickly inspect the supporting evidence. It also generates an editable Preliminary Report, which fee earners can review in-platform before publishing as a Word document.

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Document Review is available within the InfoTrack platform, with documents and matter data pulled through from supported integrations.

Scott Bozinis, chief executive officer at InfoTrack UK, said: “Document Review is a practical step towards a genuinely intelligent conveyancing platform. It is not AI for its own sake: it is designed to help conveyancers understand documents sooner, apply the relevant lender requirements and focus their expertise where it matters most. The conveyancer remains in control; our role is to give them clearer, evidence-led information from the outset.”

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