Example SOPs: Conveyancer

Conveyancer SOPs

Creating Standard Operating Procedures for your Conveyancer work can be difficult and take time. That’s why we’ve created these example Conveyancer SOPs so you can jumpstart your SOP creation process. We want to help you set up your Legal systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Legal procedures in one place, your team will have the information they need at all times. Let’s look at some Conveyancer SOP examples.

Conveyancer SOP Examples

1. Client Intake SOP: The purpose of this SOP is to ensure a smooth and efficient process for onboarding new clients. It includes steps such as gathering client information, conducting conflict checks, and explaining the conveyancing process. The scope of this SOP covers the initial interaction with potential clients until they officially become clients. The person responsible for this SOP is the receptionist or client intake specialist. Reference to other SOPs may include the Client File Management SOP for organizing client documents.

2. Title Search SOP: This SOP outlines the process of conducting a title search to verify the legal ownership of a property. It includes steps such as obtaining the property’s legal description, searching public records for any liens or encumbrances, and reviewing the chain of title. The purpose of this SOP is to ensure that the client has a clear and marketable title to the property. The scope of this SOP covers the period from receiving the client’s request for a title search until the completion of the search. The person responsible for this SOP is the conveyancer or title examiner. Reference to other SOPs may include the Document Retrieval SOP for obtaining necessary documents during the title search.

3. Contract Review SOP: This SOP outlines the process of reviewing purchase agreements or contracts related to property transactions. Its purpose is to ensure that the client’s interests are protected and that all legal requirements are met. The scope of this SOP covers the review of contracts, identifying any potential issues or discrepancies, and providing recommendations or amendments. The person responsible for this SOP is the conveyancer or legal assistant. Reference to other SOPs may include the Contract Preparation SOP for drafting contracts or the Client Communication SOP for discussing contract terms with clients.

4. Document Preparation SOP: This SOP details the process of preparing legal documents required for property transactions, such as transfer deeds, mortgage documents, or lease agreements. Its purpose is to ensure accuracy, compliance with legal requirements, and timely completion of necessary paperwork. The scope of this SOP covers the drafting, reviewing, and finalization of legal documents. The person responsible for this SOP is the conveyancer or legal assistant. Reference to other SOPs may include the Document Execution SOP for guiding the signing and notarization of documents.

5. Closing Procedure SOP: This SOP outlines the steps involved in the closing process, where the property ownership is transferred from the seller to the buyer. It includes tasks such as coordinating with all parties involved, preparing the settlement statement, conducting the final walkthrough, and disbursing funds. The purpose of this SOP is to ensure a smooth and organized closing, minimizing potential issues or delays. The scope of this SOP covers the period from the completion of document preparation until the successful closing of the transaction. The person responsible for this SOP is the conveyancer or closing coordinator. Reference to other SOPs may include the Escrow Management SOP for handling funds during the closing process.

6. Post-Closing SOP: This SOP outlines the tasks to be completed after the closing of a property transaction. Its purpose is to ensure proper record-keeping, document filing, and follow-up actions. The scope of this SOP covers activities such as recording the deed, updating client files, sending final documents to clients, and addressing any post-closing issues. The person responsible for this SOP is the conveyancer or post-closing specialist. Reference to other SOPs may include the File Retention SOP for managing and storing client files.

7. Compliance and Ethics SOP: This SOP establishes guidelines and procedures to ensure compliance with legal and ethical standards in the conveyancing industry. It covers topics such as client confidentiality, conflict of interest, anti-money laundering measures, and professional conduct. The purpose of this SOP is to promote integrity, professionalism, and adherence to legal requirements. The person responsible for this SOP is the conveyancer or compliance officer. Reference to other SOPs may include the Confidentiality Policy SOP or the Conflict of Interest SOP.

Note: The specific SOPs may vary depending on the jurisdiction and the conveyancer’s specific practices. It is important to consult local regulations and industry best practices when developing SOPs for a conveyancer in the legal industry

Conveyancer SOP Templates

Looking for SOP templates for your Conveyancer work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Conveyancer work. Get in touch if you’ve got questions about the quickest way to build out your Legal SOPs library.