LAST UPDATED
22/06/2026
Introducing the Homey AI Conveyancing Assistant
Today we are pulling back the curtain on version one of the Homey AI Conveyancing Assistant. Built to change the way conveyancers handle cases every single day, Homey AI connects directly to the core platform to automate manual tasks and simplify your workload. This tool brings your tasks, conversational requests, and automated workflows into one central location.
Homey AI
Automation
Managing Your Daily Workload Through Conversational Commands
Homey AI introduces a natural way to interact with your property transactions. By linking directly to live case data, the assistant allows you to chat with the system to find real time information or update a file instantly. It acts as a digital companion tailored specifically for property law, replacing traditional manual routines with a clean workspace that even features a dark mode for those working evening shifts or preferring a softer look.
Centralised Case Summaries and Your Daily Agenda
You no longer need to hunt through cases to know what requires your attention. Homey AI places your daily tasks and overdue work directly in a side panel, displaying case links, priority levels, client emails, and clear descriptions. You can request a comprehensive summary of any transaction in seconds just by entering a Case ID, pull up a list of files to review inside your chat window, or ask the assistant for a complete breakdown of your agenda at the start of your day.
Instant File Updates and Real Time Data Refreshing
Moving beyond simple data retrieval, you can update the platform directly through the chat. Instruct Homey AI to add notes to a file, and they will immediately appear in your case hub. You can also type a command to tick off key milestones, ask the tool to read your files and automatically raise relevant enquiries, or upload multiple documents directly into the chat at once to attach them to a specific case. If you need to make sure you are seeing the latest updates, you can refresh your cases on demand with a single click.
Driving Transactions Forward with Integrated Automations
The automation capabilities of Homey AI are built directly into the system interface to make managing essential paperwork effortless. Instead of switching tabs or completing manual steps across different sections of the platform, team members can trigger complex processes directly from the chat menu, saving significant time during intense transaction phases.
Simplified Document Generation and Real Time Progress Tracking
You can use Homey AI to instantly generate essential legal documents, including Draft Contract Packs, PEC forms, TA13 documents, Conflict of Interest Checks, and your MOS and Initial Letters. These forms can open immediately for you to review and edit inside the platform, or you can choose to open them seamlessly within Google Docs. You can watch the execution progress in real time, see exactly why something did not complete, and retry the action in one click before saving the final paperwork straight to the case record.
Team Coordination and Intelligent Oversight
Homey AI works seamlessly to support both individual conveyancers and management teams, ensuring that legal transactions remain accurate, compliant, and fully prepared for exchange or completion.
Automated Compliance Verification and Team Performance Analytics
While you work, Homey AI automatically scans for completed milestones or missing files in the background, prompting you to upload any missing documents on the spot. For pod leads and administrators, the tool introduces an upgraded admin panel with analytics to spot blockers before they become problems. Management can track completed, incomplete, and overdue tasks across the whole team, filter by specific pods or individual members, assign leading pod roles, and utilise an upgraded user search with alphabetical sorting to eliminate spreadsheet wrangling entirely.
