Searches & Compliance Checks

Q: Does the automation handle all search providers?

The automation integrates with major search providers via email and portal connections. Custom integrations can be added for additional providers as needed.

Q: What happens if a search response is unclear or incomplete?

The automation flags missing or unclear items immediately upon receipt and sends requests to the provider or client for clarification, eliminating manual cross-checking.

Q: Will the automation work with our existing practice management system?

The automation connects to your practice management system, email, and spreadsheets to read transaction details and log search status without replacing your existing tools.

Q: How does the automation prevent duplicate search orders?

All search orders are logged centrally in the automation, so the system checks for duplicates before placing an order and alerts the team if a search has already been requested.

Keep every conveyancing matter search-complete and compliant without the manual back-and-forth that stalls settlements.

112 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

Searches and compliance checks are manual, time-consuming tasks where conveyancers identify required searches, place orders with multiple providers, monitor receipt, and verify compliance against checklists.

Automation analyzes transaction details to determine required searches, monitors receipt automatically, and verifies each search response against compliance requirements in real time. Gaps are flagged immediately, turnaround time drops, and duplicate orders are eliminated.

Key features:

Automatically determine required searches based on transaction type and property location

Monitor search receipt and send reminders for overdue responses

Cross-check received searches against compliance requirements without manual review

Flag missing items and inconsistencies immediately upon receipt

Update compliance records and notify team when all searches are verified

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual search provider contact Conveyancers must log into multiple provider portals or send individual emails to place each search order.	80%
2	No automated receipt tracking Missing searches are discovered late because conveyancers manually check email and often forget follow-ups.	67%
3	Manual compliance cross-checking Each search response must be manually reviewed against a checklist to identify missing or unclear items.	53%
4	Duplicate order risk Without centralized logging, the same search may be ordered twice, wasting time and money.	40%
5	Spreadsheet fragmentation Multiple spreadsheets track searches and compliance, creating confusion about the single source of truth.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.7/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Transaction Detectedtrigger

Automation monitors for new transaction records or emails containing transaction details. The trigger extracts property address, client name, and transaction type.

2. Identify Required Searches

The automation reviews the transaction type and property location against a compliance matrix to determine which searches are required. the automation cross-references local authority rules and standard conveyancing practice.

3. Place Orders with Providers

The automation logs into each search provider portal or sends a structured order request via email, placing all required searches in a single batch. Order confirmation is logged automatically.

4. Monitor Search Receipt

The automation polls search provider portals and monitors email for incoming search responses. When a search arrives, it is automatically downloaded and logged with a timestamp.

5. Verify Compliance Against Checklist

The automation reviews each received search response and cross-checks it against the compliance checklist. the automation flags any missing items, inconsistencies, or items requiring clarification.

6. All Compliance Items Clear?

The automation checks whether all required compliance items are present and verified. If yes, the process moves to notification. If no, a manual review step is triggered.

7. Request Clarifications (if needed)

If gaps are detected, the automation sends a structured email to the search provider or client requesting missing information. This step is flagged for human review.

8. Update Transaction Record and Notify

Once all compliance items are verified, the automation updates the transaction record, logs the completion status, and sends a notification to the conveyancer and team.

Most popular tool stack used

— the complete tool combinations companies use

58% of companies

24% of companies

17% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

Every scenario checked and signed off before the automation goes live.

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Frequently asked questions

Everything you need to know before mapping this process.

What searches does the automation identify as required?

The automation analyzes transaction type and property location to determine which searches are needed, such as local authority, water, drainage, environmental, and other searches based on conveyancing best practice rules.

Does the automation handle all search providers?

What happens if a search response is unclear or incomplete?

Will the automation work with our existing practice management system?

How does the automation prevent duplicate search orders?

View more FAQs

Process pain:8.7/10

Mapped by:4 Companies

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Page updated 10 August 2026