10/06/2026
Most conveyancing firms I've worked with can't tell me how their pipeline is performing this month.
So here is what I would do.
At the daily level, the team has a fifteen minute stand-up. Not a meeting - a 15 minute run through of their cases - high level, where are we at and what needs to happen to move it forward. Done in fifteen minutes, every morning.
That's where outliers get caught early before a slow file becomes a missed completion.
At the management level, there's a real-time dashboard. Pipeline run rate, fall-throughs from instruction, mid-transaction fall-throughs tracked separately, and outlier cases flagged so they don't drag the average down and distort the picture. Available to heads of conveyancing, team leaders and partners at any point.
At the team level, there's a monthly review. Monthly 1:1s to run through the numbers and have an honest conversation about what the pipeline is saying. That review then feeds upward - so when the head sits with the partner, they're not guessing. They're reporting.
That's the H in P.A.T.H connecting directly to the P.
Daily visibility catches the problems. Real-time data tracks the pattern. Monthly reviews close the loop.
Most firms have none of this. Some have one piece of it. Very few have all three working together and the ones that do complete more, under less pressure, with a clearer picture of where their business is heading.
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