Conveyancing Quote Follow Up Demo
Conveyancing quotes are often lost because clients request several quotes and delay instructing while they compare fees, service levels and start times.
The client gets a clearer explanation of what is included, how the process works and what they need to do next if they want the firm to act.
Watch the demo walkthrough
This short video explains what this automation does and why it matters.
Follow up with a prospect who received a conveyancing quote but has not yet instructed. Identify fee concerns, transaction urgency, comparison with other firms and the best follow-up action.
Please do not enter real customer, patient, client or case information. Use sample data only.
Demo result
Recommended next action
Why this matters commercially
Best conversion angle
Suggested reply
Service interest
Questions the team should ask
Short summary
Confidence
Recommended next action
Quote status
Likely objection
Best follow-up angle
Suggested reply
Internal summary
Questions the team should ask
In a live setup, this could connect to:
- website forms
- shared inboxes
- Google Sheets
- ad lead forms
- internal team alerts
Want this tailored to your business?
Want this connected to your conveyancing quote follow-up process?
Request tailored demoWhy this workflow matters
A conveyancing quote follow-up is often about confidence as much as cost. The client may be interested but comparing other firms, unsure what is included in the fee, or worried about how quickly the solicitor can start. This demo shows how Jemima AI can identify the reason the client has not instructed yet and prepare a useful follow-up for the conveyancing team.
- Clients often request several conveyancing quotes and compare price without understanding service levels or what is included.
- A question about fees may indicate genuine buying intent rather than rejection.
- If the client has already found a property, delays in follow-up can mean another firm is instructed first.
- The team needs to know whether the blocker is price, scope, timing, competing firms or uncertainty about the process.
- The AI should summarise the client’s concern and suggest a helpful reply, while the firm controls fees, terms and formal engagement.
Example workflow walkthrough
A client replies after receiving a conveyancing quote for a property purchase.
The message says they are interested but comparing two other firms and want to understand what is included in the fee.
Jemima AI extracts the quote type, property value, contact details, competing-firm concern and decision blocker.
It identifies the enquiry as a warm quote follow-up because the client is still engaged and asking for clarification.
It suggests a reply that offers to explain the fee breakdown and next steps before the client decides who to instruct.
What the business receives
The conveyancing team receives a focused follow-up summary instead of a vague quote chase. The team can see that the client has not rejected the quote; they need clarity on what is included and are comparing firms. This helps the firm respond with the right information and protect a warm instruction opportunity.
- Quote requested Conveyancing for purchase
- Property value GBP 390,000
- Situation Received quote and is comparing two other firms
- Main concern Wants to understand what is included in the fee
- Readiness Warm instruction opportunity
- Recommended team action Contact the client to explain the fee, what is included, likely next steps and how instruction would begin
- Suggested reply Thanks Helen, that makes sense. I can talk you through what is included in our conveyancing fee and how the process would work if you decide to instruct us. Would you prefer a quick call today or tomorrow?
How this could be implemented
This can be connected to quote follow-up emails, CRM stages, conveyancing calculators, website forms, missed call notes or live chat. In a live law firm, the workflow should create a follow-up task, summarise the client’s decision blocker and route it to the conveyancing team. It should not change quoted fees, provide legal advice, confirm the firm can act or open the matter without conflict checks and human review.