Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010.
Analytics for Conveyancing
Analytics for Conveyancing Firms
A conveyancer's phone rings all day, but many of those calls are clients asking where their matter is up to. Analytics separates new quote requests from progress chasers, then ties each instruction back to the search or partner behind it, so you can see what actually opens matters.
For conveyancing firms that want to know which marketing produces instructed matters, with call tracking, quote request events and a monthly report that follows each client from quote to completion.
Why conveyancing marketing is hard to read
Context from how your customers search, compare and book.
Most people instruct a conveyancer once or twice in their life, so they shop around. A buyer with a signed contract may request quotes from four firms in one evening, then choose on price, response and a name they half remember. One request is not one client.
Your phone line mixes two very different calls. Some are people asking for a quote. Many more are existing clients asking whether the searches are back, when the deposit is due or when keys can be collected. Without separation, call volume looks healthy while new work is flat.
The real events are quote requested, quote sent, client instructed, identity check passed, contract reviewed, exchange and completion. A fixed fee may be paid only at the end, so the cost of getting each matter has to be tracked against the final result, not the click.
Agents, brokers and builders send a large share of matters. Those referrals rarely carry a tag. We label them separately, so a good month from partners is not credited to ads and a weak month from ads is not hidden by partners. Both numbers are then fair.
Who needs this measurement
groups Customer segments
- person Conveyancing firms that rely on quote portals and want to judge their value
- person Practices running separate marketing for buyers, sellers and first-home buyers
- person Offices with a front desk team who answer both new callers and existing clients
- person Owners who suspect the busiest lead source is not the most profitable one
psychology What drives their decision
- check_circle Instructed matters counted, not just quote requests
- check_circle Client progress calls kept out of new lead numbers
- check_circle Partner referrals shown separately from paid results
- check_circle Cost per instruction compared across buyers and sellers
How we deliver Analytics
A clear, repeatable process built around how conveyancing customers search and decide.
1
List the stages of a matter
We work through your file from quote to completion with your team. Quote requested, quote sent, instructed, contract reviewed, exchanged and completed become named stages, so reports use words your staff already use and show where people drop away.
2
Separate new callers from existing clients
Tracking numbers on adverts and quote pages are kept apart from the number on your matter emails and letters. Calls on the marketing numbers are new callers, so call counts and cost per quote request are not inflated by clients chasing progress.
3
Track quote forms and portal leads
Your quote form records whether the person is buying, selling or both, the property stage and the source. Leads from quote portals are tagged by portal, so you can compare what each costs and how many become instructed matters.
4
Match instructions and completions
Each month your team marks which quote requests became instructed matters and which completed. We join those to their sources, so cost per instruction and cost per completed matter come from your own files and not from a guess.
5
Report and decide
A short monthly report shows quote requests, instructions and completions by source and client type, with notes on what to change. For example, we may move budget from broad searches to first-home buyer pages, or review a portal whose quotes rarely convert.
monitoring
What Conveyancing Analytics includes
See which channels bring real inquiries and new customers
- check_circle Matter stage mapping
- check_circle Tracking numbers and quote events
- check_circle Portal and partner labels
- check_circle Monthly plain-language report
- check_circle Instruction matching support
What you can expect
- verified You can tell new quote requests from clients asking for progress
- verified Cost per instruction is known for buyers and sellers separately
- verified Quote portals are judged on instructed matters, not just volume
- verified Agent and broker referrals are shown beside paid results
- verified Slow, high-value matters are credited to the source that started them
- verified Client details stay inside your case system
Deliverables you receive
inventory_2 Tracking numbers that separate new callers from existing clients
inventory_2 Quote form events that record buyer or seller, property stage and source
inventory_2 Portal and partner labels so every source is compared fairly
inventory_2 Stage tracking from quote request to instructed matter to completion
inventory_2 A monthly report with cost per instruction and cost per completed matter
inventory_2 A simple monthly routine for marking instructed and completed matters
Technical approach
The mechanics behind Analytics for conveyancing, explained plainly.
Confidential client information
Names, addresses, prices and identity documents remain in your case system. Analytics tools receive only labels such as buyer or seller, stage and source. We check each tool, switch off anything that collects more than needed, and align the setup with local privacy and professional rules.
Slow outcomes
A matter can take weeks to complete, and a fee may only be counted at the end. We store the original source against each quote request and update figures as stages change, so you judge a channel on matters that finished, not on the day the form arrived.
Honest limits
A buyer may call from a different phone after a friend's recommendation, or an agent may pass a name by message. Those cases stay marked as unknown or referral. We do not claim every instruction came from marketing, and we do not promise a number of matters.
What Conveyancing analytics setup costs
Conveyancing analytics setup starts at $500 USD one-time. Ongoing monthly reporting and reviews are scoped separately.
What's included
Tracking plan
IncludedA short plan naming the calls, forms and bookings that count as a real lead or sale for your business.
Tags, events and call numbers
IncludedTracking set up and tested so each lead is tied to the search or ad behind it.
Report and handover
IncludedA simple report layout and a walkthrough so your team can read it without help.
Monthly reviews, extra dashboards and data clean-up are scoped separately. Talk to us for a fit.
What to expect from analytics
Tracking can be live within weeks. Reliable cost per completed matter takes a few months, because matters take time to finish.
Days 1 to 14
We map your matter stages, set up tracking numbers and quote form events, and test every route from advert to inbox. You see a list of anything that stops a new client reaching you.
Weeks 3 to 8
The first reports split new callers from existing clients and show quote requests by source. Your team begins marking instructed matters, and we agree how to treat referrals and repeat clients.
Months 3 to 6 and beyond
Instructions and completions start to line up with sources, and cost per instruction becomes dependable. We use it to move budget and to review portals. Where data is thin, we say so rather than guess.
Other Conveyancing marketing services
Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences.
Certified and experienced
Certified where it matters. Accountable for the outcome.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
✓Frequently Asked Questions
How does conveyancing analytics avoid counting existing clients as leads? expand_more
We give marketing pages their own tracking numbers, apart from the number on your matter emails and letters. Calls to the marketing numbers are new callers. Calls to your usual number stay in the client service count.
Can you tell which quote portal gives us the best instructed matters? expand_more
Yes, if each portal lead is tagged and your team marks which ones were instructed. The report then shows cost per quote and cost per instruction for each portal, which is often quite different from the headline lead price.
What is a good cost per instruction for a conveyancing firm? expand_more
It depends on your fees and area, so we do not quote a benchmark. We help you work out what you can afford to pay per instructed matter, then check whether each source stays below it.
Do we need to change our conveyancing case management system? expand_more
No. You can mark instructed and completed matters in a sheet, or in the system you already use. If you want fewer manual steps later, the customer record service can connect the two.
Will analytics record what clients say on the phone? expand_more
Only if you choose call recording, with an announcement at the start and a policy you control. Spoken details are not copied into marketing tools. We keep analytics to labels and outcomes.
How long before we see results from conveyancing tracking? expand_more
Call and form data is useful within a few weeks. Cost per completed matter needs a few months, because matters complete slowly. Each figure in the report is marked as final or still waiting.
What does the monthly conveyancing report show? expand_more
Quote requests, instructions and completions by source, client type and tracking number, with cost per instruction and a short list of changes. It is written for a practice owner, and we talk it through if you want.
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