Convey365
Convey365 is a UK-based conveyancing IT software provider serving licensed conveyancers, property law firms, and introducers (estate agents, mortgage brokers) with an end-to-end case management platform and a white-label ConveyQuote comparison engine. Part of the privately-held Convey Group.
- Company typePrivate
- Founded2004
- HeadquartersNewport, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Convey365 does
Convey365 is a UK-based conveyancing IT software provider, founded in 2004 and operating as part of the privately-held Convey Group, headquartered in Newport, South Wales. The company develops and licenses a proprietary, end-to-end conveyancing platform comprising a Client Portal, Case Management System (CMS), and the Convey365 Portal for back-office administration. Notable technical components include a first-of-kind integration with HM Passport Office for digital identity verification and the first UK electronic exchange of contracts for a residential property transaction (April 2017). The platform has been designed and tested on over 60,000 transactions and serves more than 100,000 clients, with certifications including ISO/IEC 27001, Cyber Essentials Plus, and an underlying Alternative Business Structure licence held by the Convey Group.
The product portfolio addresses three distinct customer segments: licensed conveyancers and property law firms using the core IT system for case management; introducers (estate agents, mortgage brokers, financial advisors, property portals) using the white-label ConveyQuote comparison engine to embed instant conveyancing quotes on their own platforms with SLA-based panel ranking; and end clients (property buyers and sellers) accessing transaction transparency through the client portal. Revenue is generated primarily through white-label licensing of ConveyQuote to introducers and subscription or per-transaction provision of the end-to-end IT system to conveyancing firms. Pricing is not publicly disclosed and products are sold by invitation only via a dedicated New Business Team.
Convey365 operates exclusively in the UK market from its Newport headquarters and a second office opened in Swansea Enterprise Park in October 2022 to support record growth. The company also runs the Conveyancing Foundation, a not-for-profit charity established in 2010 that has raised over £900,000 for charities through its Charity Lotto and wellbeing initiatives, providing industry visibility and goodwill. Leadership includes founder and Managing Director Lloyd Davies (also Chairman of the Conveyancing Foundation and a Director of the Society of Licensed Conveyancers), Legal Director Laura Burkinshaw (Deputy Chair of the SLC), Group IT Director Joe Norris, Operations Director Jess Smith, and Group Finance Director Abby.
Convey365 firmographics
Firmographics- Name
- Convey365
- Legal name
- Convey365 Limited
- Website
- https://convey365.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Convey365 is a UK-based conveyancing IT software provider serving licensed conveyancers, property law firms, and introducers (estate agents, mortgage brokers) with an end-to-end case management platform and a white-label ConveyQuote comparison engine. Part of the privately-held Convey Group.
- Ownership category
- akta.pro rank
Convey365 industry classification
Industry- Product category
- Conveyancing Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Closing Coordination & Transaction Management (Broker/Agent Support) (BPAJAOAH)
Keywords
Where Convey365 is headquartered
LocationHeadquarters
- HQ city
- Newport
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Convey365 business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- White-Label Licensing of ConveyQuote: Convey365 licenses its ConveyQuote white-label comparison engine to introducers (estate agents, mortgage brokers, property portals), allowing them to embed branded conveyancing quote functionality on their own platforms. The platform manages the entire quote, onboarding, and panel management workflow.
- End-to-End Conveyancing IT System (SaaS): Convey365 provides its complete IT system (Client Portal, CMS) to conveyancing professionals, likely on a subscription or licence basis. The system handles transactions for property professionals, with fees likely tied to transaction volume or seat count.
- Charity Lotto (Conveyancing Foundation): Convey365 clients can donate £10 at the end of their transaction for a chance to win £500 in a monthly draw, facilitated through the Conveyancing Foundation's Charity Lotto. While this is a charitable mechanism rather than direct revenue, it drives client engagement and loyalty. The Lotto has helped raise over £800,000 for charities over a decade.
Go-to-market motion4 records
Distribution channels3 records
Marketing channels6 records
Convey365 product offering
Product offeringCore offering
Convey365 provides a complete end-to-end conveyancing IT system for property professionals, comprising a Client Portal, Case Management System (CMS), and the white-label ConveyQuote comparison engine. The platform handles the full conveyancing lifecycle from quote generation and client onboarding through digital ID verification, document management, transaction tracking, SLA performance monitoring, secure payment capture, and electronic contract exchange. Built by conveyancing experts and tested on over 60,000 transactions, it serves licensed conveyancers, property law firms, and introducers such as estate agents and mortgage brokers.
Product overview
Convey365 offers a unified conveyancing IT solution consisting of its core Convey365 IT System (end-to-end conveyancing platform), complemented by ConveyQuote (white-label instant quote comparison engine), the Convey365 Portal (back-office management for panel and workflow administration), and the Client Portal and Case Management System (client-facing transaction tracking). The portfolio is designed to serve property professionals across the full conveyancing lifecycle from quote through completion.
Differentiator
Problem solved
Functional benefit
Products and services
- Convey365 IT System Complete end-to-end conveyancing IT system for property professionals, including client portal, case management, document handling, digital identity verification, SLA tracking, and electronic contract exchange. Designed and tested on 60,000+ transactions and used by 100k+ satisfied clients.
- ConveyQuote White-label conveyancing comparison engine providing instant, accurate quotes through customisable brand integration. Includes SLA tracking, performance-based ranking of panel conveyancers, and PCI-compliant secure payment capture at the point of quote acceptance. Embeddable via simple code snippet on introducer websites.
- Convey365 Portal Back-office management platform for quote onboarding, panel management, client onboarding, panel performance tracking, and overall conveyancing workflow administration behind the ConveyQuote interface.
Companies that use Convey365
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
Convey365 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Convey365 partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered minor and core.
- TM GroupminorTM Group is listed as a Media Partner and Charity Partner of the Conveyancing Foundation, supporting the Foundation's fundraising activities and CSR initiatives.
- LEAPminorLEAP (legal software) is listed as a Media Partner and Charity Partner of the Conveyancing Foundation.
- Today's ConveyancerminorToday's Conveyancer is a Media Partner of the Conveyancing Foundation and also serves as a platform for industry coverage of Convey365 news and events.
- Bold Legal GroupminorBold Legal Group is listed as a Media Partner of the Conveyancing Foundation.
- Property Conveyancing ConsultancyminorProperty Conveyancing Consultancy became the newest Charity Partner of the Conveyancing Foundation in 2023.
- LawCareminorLawCare is a Media Partner and supported the Conveyancing Foundation's 'Be Kind We Care' wellbeing initiative as a webinar co-host.
- ConveyQuote Panel Conveyancers (Premier Law, Swift Conveyancing, Legal Partners, Property Law Co)coreConvey365's ConveyQuote platform integrates a network of panel conveyancers whose SLA performance is tracked and used to rank them in comparison results. Higher-ranked conveyancers receive more referrals from the platform.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Convey365 competitors and assessment
Company assessmentBroad incumbents
- Landmark Information Group: Landmark is a UK provider of property data, environmental searches, and digital conveyancing workflow tools used by conveyancers and introducers. Comparable as upstream data/integrations provider to the same UK property transaction lifecycle Convey365 supports.
- Dye & Durham: Dye & Durham is a Canadian-listed legal technology and property services platform with UK legal-tech exposure (acquired Stamp & Searchroom, National Search Group, and others). Comparable as consolidated proptech/legaltech vendor targeting UK conveyancing workflows.
- LEAP UK: LEAP is a leading UK/Australian legal practice management software provider serving conveyancers and law firms with case management, accounting, and document automation. Comparable as a competing legal-IT platform for UK conveyancers, though it spans broader practice areas. Convey365 partners with LEAP via the Conveyancing Foundation.
Direct peers
- InfoTrack: InfoTrack is a UK provider of digital property searches, document ordering, and post-completion services integrated into conveyancer workflows. Comparable as UK conveyancing technology infrastructure supporting the same quote-to-completion lifecycle served by Convey365.
- Searchflow: Searchflow is a UK conveyancing search and ordering platform serving law firms, conveyancers, and introducers with digital property searches and workflow integration. Directly comparable to the document/search and integration layer of the Convey365 system.
- Perfect Portal: Perfect Portal offers a conveyancing panel management and quote-generation platform for estate agents, brokers, and conveyancers, very similar to Convey365's ConveyQuote white-label engine. Direct product overlap on introducer-facing quote comparison and panel SLA tracking.
- TM Group (TM Search & Conveyancing): TM Group is a UK property search, conveyancing, and panel management provider working directly with introducers, lenders, and conveyancers. Overlapping customer base (panel managers, introducers) and overlap with Convey365's ConveyQuote and SLA tracking; partner of the Conveyancing Foundation.
Emerging players
- Smokeball: Smokeball is a legal practice management platform for conveyancing and small law firms offering case management, document automation, and billing. Partial overlap with Convey365 on conveyancer-facing IT and workflow automation.
Regional players
- PEXA: PEXA operates Australia's dominant digital property exchange network, enabling fully electronic conveyancing settlements. Convey365 is the UK's first company to perform an electronic exchange of contracts and PEXA is a comparable trajectory in UK/Europe; minor donor partner to the Conveyancing Foundation.
Others
- Groundsure: Groundsure is a UK environmental and location-specific data provider for property professionals including conveyancers. Comparable as an upstream data and integration partner feeding conveyancing workflows Convey365 supports; philanthropic partner of the Conveyancing Foundation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Convey365 social profiles
Digital presenceConvey365 compliance and trust
Trust signalCompliance2 records
Convey365 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Convey365 leadership team
Management profileNumber of profiles
Profiles5 records
Convey365 subsidiaries and ownership
Company hierarchySubsidiaries3 records
Convey365 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Convey365 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Convey365
What does Convey365 do?
Convey365 provides a complete end-to-end conveyancing IT system for property professionals, comprising a Client Portal, Case Management System (CMS), and the white-label ConveyQuote comparison engine. The platform handles the full conveyancing lifecycle from quote generation and client onboarding through digital ID verification, document management, transaction tracking, SLA performance monitoring, secure payment capture, and electronic contract exchange. Built by conveyancing experts and tested on over 60,000 transactions, it serves licensed conveyancers, property law firms, and introducers such as estate agents and mortgage brokers.
Is Convey365 a public or private company?
Convey365 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Convey365 founded?
Convey365 was founded in 2004. It employs 51 to 100 people.
Where is Convey365 based?
Convey365 is headquartered in Newport, United Kingdom, in the Europe region.
How does Convey365 make money?
Three revenue lines are on record. White-Label Licensing of ConveyQuote is the primary driver. The others are end-to-End Conveyancing IT System (SaaS) and charity Lotto (Conveyancing Foundation).
Who are Convey365's main competitors?
Broad incumbents on record are Landmark Information Group, Dye & Durham and LEAP UK. Direct peers are InfoTrack, Searchflow, Perfect Portal and TM Group (TM Search & Conveyancing). Smokeball is listed as an emerging player. PEXA is listed as a regional player. Groundsure is listed as an others.
Does Convey365 have an API?
No public API is recorded for Convey365.
What industry is Convey365 in?
Convey365's product category is Conveyancing Software. Its primary akta.pro industry code is BPAJAOAH, Closing Coordination & Transaction Management (Broker/Agent Support). Its NAICS code is 51821 and its SIC code is 7374.