Today's Conveyancer Podcast – Détails, épisodes et analyse

Celebrating 25 years in business, X-Press Legal Services co-founder Dave Lister joins the latest Today's Conveyancer podcast to discuss the changes he has seen in his time in the industry. 

X-Press Legal Services, a search and ancillary services provider, is run by Dave and his wife Lynne, and their 3 adult children. The origins go back to Lynne's time in publishing when as the editor of a franchise magazine, she was introduced to the Property Search Group (PSG). The rest, as they say, is history. 

In the 25 years since the business has seen the search industry change beyond almost all recognition. In the early days everything was paper-based, there was no digital services, says Dave. And they would spend hours and days hopping between local authorities to get the information. 

He empathises with the sentiment that conveyancers are under far too much pressure; everything we do is to help the conveyancer and make their life easier says Dave. 

There is still a place for the personal touch, recounting a recent call with a client about an issue identified with lead mining. You can't automate the process, he adds, there are too many rabbit holes. You won't ever remove the human from the process. 

He calls on the profession to continue to collaborate and work together; and set expectations accordingly when it comes to access to data; let's not confuse the word "open" with the word "free" - these companies have spent huge sums of money building these data sets; we can't expect them to provide access free of charge. 

Dave says he will continue to play an active part in the business despite approaching a milestone birthday, and continues to enjoy working in the sector and alongside his family. 

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

As one of the disruptors in the wake of the Legal Services Act 2007 QualitySolicitors (QS) was launched in 2009 with the ambition to help the high street fight back against the anticipated onslaught of major brands entering the legal market - so-called 'Tesco Law.'

QS grew rapidly, with firms up and down the country adopting the familiar black and pink branding, adding the name "QualitySolicitors" to their firm name to create greater brand recognition. In 2011 an investment of c.£100m saw Palamon Capital Partners take a majority stake in the group.

In the years since QS has remained steadfast in its support for the high street and, after a short stint as part of Metamorph, emerged relatively unscathed following a Management Buyout (MBO) in 2022.

On this latest Today's Conveyancer Podcast, host David Opie welcomes CEO Richard Skelley and Chief Operating Officer Victoria Browning to discuss what's next for QS.

There is still much continuity; Victoria has been with the business since 2016 overseeing much of the work done to support firms with recruitment and business development, employer branding and conveyancing panel services. And equally there are breaks from the past; QS firms no longer need to rebrand their firm for example.

The business is now focused on 4 key principles, explains Richard. The QS Way: A Philosophy for Sustainable Growth covers People, Process & Procedures, Power of Many, and Profile - principles supported by continued to efforts to help firms through the QualitySolicitors consumer-facing website which still generates 1m hits annually.

And membership has been reviewed with a new tiered approach offering free, 'lite' and full options for firms. It is, says Richard, a much more flexible approach than previously.

We've kept the great bits QS had - we have over 100 sites across the country and still have clients that joined right at the start - and augmented it with a range new options based on member feedback, concludes Richard, adding we are always happy to talk to firms interested in learning more about how QS can support them in the growth ambitions.

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

In this specially recorded podcast, the Today's Conveyancer podcast joins forces with its sister podcasts from the Today's Wills and Probate and Today's Family Lawyer online news publications to discuss the topic of mental health and wellbeing ahead of Mental Health Awareness Week, from 13th May 2024.

Podcast host David Opie welcomes Legal Director at Convey Law Laura Burkinshaw, Michael Culver (Culver Law) and Marc Etherington (Rayden Solicitors) to discuss the mental health and wellbeing of those working across residential conveyancing, private client and family law. The three guests identify some shared, and unique, challenges they face in their own roles, and discuss their own experiences of dealing with their mental health and wellbeing.

What is clear from the discussion is that legal services is taking mental health and wellbeing much more seriously than it ever has; with firms taking a more proactive approach to support for staff.

The podcast moves on to explore a range of skills and tools we can employ in our own mental health and wellbeing journeys to cope with the stresses and strains of modern legal life; with some fantastic ideas shared to help people exercise their bodies and minds, cope and deal with their roles, and get into what is described as their "flow state"; the experience of being so absorbed by an engaging, enjoyable task that your attention is completely held by it.

The podcast is being published as part of Mental Health Awareness Week 2024. 

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

In this latest episode of the Today's Conveyancer Podcast host David Opie discusses the challenges firms face with the Building Safety Act (BSA). Liz Ramsden and Hannah Page, Senior Associate and Associate respectively at law firm Knights who have immersed themselves in all things Building Safety Act and now act on behalf of Knights in matters where the BSA applies; and have also worked with other conveyancing and property law firms to support them.

Liz and Hannah explore what the key issues are, not least of which is whether the property actually comes under the scope of the act. It is, says Liz, a hugely complex piece of legislation. Every property is different and each transaction must be taken on its own merits. It can also be difficult to establish where liability sits with regards the landlord or developer.

Hannah concurs, adding that even determining the height of the building is a critical element that conveyancers should be seeking external advise on from surveyors.It is also common for leaseholder deed of certificates and and landlord certificates to be incorrectly completed; and some lenders won't lend on non-qualifying leases

The list of woes continues; the BSA is open to interpretation and getting it wrong could have catastrophic consequences for individuals and firms,  Advice in many cases is to obtain guidance from counsel but this tends to increase costs.

What is apparent is the attitude of professional indemnity insurers toward transactions involving the BSA, which has been understandably risk-averse.  Knights have actively engaged to demonstrate expertise, procedures, policies, disclaimers, enquiries and retainers which have been agreed between the firm and PI insurers to enable them to do their work on BSA. Critically, they have been clear on what they will, and will not, undertake as part of their work.

This wide ranging discussion explores the challenges presented by BSA, the interim updates which make the act more workable, and some practical advice on how firms can address BSA related issues with transactions.

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

Joining the latest Today's Conveyancer Podcast is Dan Temple, an expert in acknowledging and understanding the human impact of working, and managing employees and businesses. The discussion centres on creating effective and high performing teams, and what steps law firms can, and should, be taking to enable this in their business.

Dan leads Cobalt Human Solutions, a training consultancy which focuses on creating effective teams, drawn from his own experiences in the Royal Air Force as part of the Chinook helicopter crew.

The podcast discusses how creating high performing teams requires a number of key elements. Dan describes how trust and accountability are paramount.

• There should be a clear objective and vision which can be communicated to the team
• Roles and responsibilities are clearly defined and people understand their own contribution to success
• Processes and procedures are in place that ensure the training is effective
• People have to have the ability to get on with others; they don't necessarily need to like one another, but there must be mutual respect

Ultimately, says Dan, the environment and culture of the workplace is where the success and failure of organisations is derived. He suggests that one of the key failings he identifies in many businesses is a blame culture; the inability of staff to be open, honest and appropriately challenge - what Dan describes as a "just culture." Staff are fearful of doing something wrong, rather than challenging management.

As well as root cause analysis, Dan encourages organisations to conduct "pre-mortems" - the idea being that you spend time identifying potential pitfalls in a plan and anticipate how you might deal with them should they arise.

And if you ever wanted to understand how the difference between egg mayonnaise and aircraft is relevant to leadership and management, listen in to this insightful and entertaining discussion.

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

Host David Opie is joined by Landmark Estate Agency Services MD Ben Robinson, and Ochresoft MD Rob Gurney for this short review of the latest Property Trends Report, covering January to March 2024. 

Covering listings, sold-subject-to-contract, search ordering and completions, the data provides insight into the current market conditions, and provides an indicator for what we might expect in the coming months.

Listen in for expert insight and discussion on the latest stats from across the property market.  

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

What are digital property logbooks, and why are they important to the future of property transactions? To answer these questions, and more, the Today's Conveyancer podcast welcomes on Nigel Walley; founder and CEO of property logbook company Chimni, and Chair of the Residential Logbook Association. 

Nigel explains what the key differences between logbooks and Google Docs or Dropbox, for example; how should data providers share their data with property logbooks; and what role does the homeowner have in ensuring the data remains up to date and relevant. 

Property logbooks have been touted as a home for the material and up front information professionals are increasingly being encouraged to collate at the point a property is listed for market but, as Nigel explains, they are currently working with a number of law firms to introduce logbooks toward the end of the transaction as a home for all the documents collated through the course of a transaction, and as part of a secure handover from seller to buyer for home tech like alarms, smart heating systems and other sometimes looked over assets. 

Nigel suggests that there is still a huge amount of work to be around the digitisation of the conveyancing transaction; rather than look at how we can turn what we currently do digital, we should be asking in a world where consumers  are taking up all these digital services, what could a property transaction look like. 

The discussion finishes with an exploration of what the Residential Logbook Association is, how it came about, and what its plans are for future regulation and innovation of the digital property logbook. If you ever wanted to know the ins and outs of the opportunity now, and in the future, listen in to this insightful discussion.  

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

Compliance business boss Tim Barnett joins the latest Today's Conveyancer Podcast to discuss the work being done to improve the process, and experience for consumers, of anti-money laundering, customer due diligence and know your client verification.

As CEO of ID and AML verification business Credas, Tim is well aware of the challenges this presents to firms and suppliers and reminds us about the SRA's warning notice at the end of 2023 which highlighted that up to 70% of firms were not fully compliance with anti-money laundering processes and procedures. And while he has sympathy with the idea that the burden of AML compliance falls heavily on conveyancers, he also points out the wider economic and societal role conveyancers and the wider property profession play in maintaining crime-free transactions. But he does acknowledge the administrative burden placed on the profession by legislation; something he and Credas are working hard to reduce.
 
He also provides some compliance pointers on how firms can ensure they remain the right side of AML compliance; warning that if firms are reliant upon ID document  verification by email, or are not regularly re-running client verification checks, they will almost certainly not be compliant.

Credas are, like many organisations, looking at ways to harness artificial intelligence, but, warns Tim, they are now regularly coming up against documentation and supposed evidence submitted through their systems as part of AML verification, that has been created by AI; for the purposes of fraud and deception.

The discussion moves on to explore the work being done by government to introduce a legislative framework to enable the sharing of ID verification and client due diligence throughout the transaction; research conducted by Credas has identified a consumer will have to verify their identity 5.4 times during a typical housing transaction. The Digital Identity and Attributes Trust Framework (DIATF) creates the legislative environment to share this data, and provides a standard for digital identity providers to adhere to, to ensure their checks and reports can be relied upon.

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

Chief Revenue Officer at Cashroom Alex Holt joins Today's Conveyancer Podcast host David Opie to discuss his Cashroom and the development of the business over the last 10 years. Cashroom offer outsourced finance functions for law firms across the UK; and has grown as a number of factors have come together to place pressure on law firm finance functions. 

Alex points to a reduction in the number law firm specialist cashiers, many of whom have retired and exited the profession taking with them their longstanding expertise and experience.  Tighter regulation and the stricter compliance requirements compounds the issue and has forced firms to look more closely at their finance and cashiering function and tighten up on any risks therein. It's a trend Holt has seen in his time with the business with good cashiers in shorter supply.

Cashroom have recently launched in America; which understandably has been an eye opener. Despite overarching compliance requirements across the country, the application is very much implemented on a state by state basis and in much the same way Cashroom have been able to support firms with the tighter finance regulations in England, Wales and Scotland, there is also an opportunity to do so in the USA says Alex.  
 
Ultimately says Alex, like many roles in law firms, the finance function is coming under increased scrutiny and given it's central role in the organisation, and associated risks with fraud and handling client monies, it is important firms consider carefully how they manage their finances and plan for future resourcing.  

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.

The Today's Conveyancer podcast talks to Chief Operating Officer at environmental data and search provider Groundsure, Malcolm Smith. After nearly 20 years in the sector Malcolm is known to many and in a refreshingly honest discussion, he shares his thoughts on current market conditions, the up front information debate, and normalising climate change advice for home movers.

Malcolm provides a positive outlook on property transactions; predicting an uplift in 2024. "Conveyancers will be as busy as they want to be" suggests Malcolm; with the mass exodus of conveyancers and experience during the pandemic, there is an argument to say we're not geared up for any significant increase in transaction volumes. 

Groundsure are a founding member of the Open Property Data Association (OPDA). With many still bearing the scars of Home Information Packs (HIPs - indeed Malcolm was in the room when Grant Shapps announced HIPs were to be axed) he is passionate about groups like the OPDA having a role in shaping the discussion and learning from the past. Having agreed data structures and standards to enable the effective sharing of data is an important part this process. It will, says Malcolm, take everyone in the sector to drive change. 

On the material and up front information debate he is critical of the governance and structure around the guidance and raises concerns about the number of providers who could enter the market and "cut corners."  The quality of the information and data is fundamental to the ability of home movers, lenders, estate agents, and conveyancers to rely on it. 

Moving on to climate change Malcolm explains the driver for more climate data came from the banking and lending space; reviewing their portfolios and lending risks into the future. Acknowledging the impact on conveyancers Malcolm adds that in much the same way that there is no expectation on conveyancers to be contaminated land or flood experts, they are not expected to be climate change advisors and that organisations like Groundsure should continue to do the heavy lifting. 

The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Thank you to our podcast sponsors PEXA, SmartSearch and VacantC Legal Recruitment.