The Problem: Your Conveyancers Are Still Chasing Builders by Email
If you handle new build conveyancing, you know the drill. A file lands on your desk. You create a spreadsheet. You email the builder for the roof-on date. They reply three days later. You update the spreadsheet manually. You email the client. Repeat for every milestone.
It works — barely. But at scale, it breaks.
Missed exchange deadlines. A builder forgot to confirm first-fix was done, and suddenly your exchange window collapsed. The client lost their mortgage offer. The chain fell apart.
SDLT calculation errors. A part-exchange deal had first-time buyer relief that nobody factored in. The client overpaid by £5,000. You found out at completion.
Hours of administrative overhead. Senior conveyancers spending 30% of their day typing status update emails instead of doing billable work.
This is the state of new build progression tracking in 2026.
The Fix: The Sales Progression Coordinator
We built a specialised tool for exactly this workflow. No generic CRM. No bloated case management system. Just the features a new build conveyancing team actually needs:
Milestone Tracking
Reservation → exchange deadline → roof-on → first-fix → second-fix → completion. Every milestone in one place. See exactly where each case stands with a single glance.
Auto-Generated Builder Updates
Click one button to generate a professional progress email with all achieved milestones, upcoming targets, and an SDLT breakdown. No more typing the same status ten times a day.
SDLT Calculator Built In
Instant Stamp Duty Land Tax calculations for new build purchases. First-time buyer relief included. No more errors on part-exchange deals.
Deadline Alerts
Smart flags for upcoming and overdue milestones. You'll never miss an exchange deadline again.
Real Results
"We cut our exchange-to-completion time from 14 weeks to under 10 after switching to automated milestone tracking." — Conveyancing team managing 40+ new build files
Firms using structured progression tracking close deals 30% faster on average. Fewer emails. Fewer errors. Happier clients.
Price That Makes Sense
GBP pricing. No hidden fees. Cancel anytime.
| Plan | Setup | Monthly | Cases |
|---|---|---|---|
| Solo | £99 one-time | £49/mo | Up to 20 active cases |
| Firm | £99 one-time | £199/mo | Unlimited + team access (5 users) |
The first missed deadline you avoid pays for itself.
Get Started in 5 Minutes
No onboarding calls. No training sessions. Create your first case in under a minute.
- Enter buyer, property, builder, and key dates
- Log milestones as they happen
- Generate builder-ready updates with one click
- Close and archive with a full audit trail
Designed for RG Law and similar firms handling high-volume new build and part-exchange work.
➡️ Start your free trial at theaisuite.pages.dev/sales-progression/
Built for UK conveyancers. GBP pricing. Direct support from the team that builds it.
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