The questions firms actually ask.

Yes. CONVEYi is GDPR-compliant by design. Your emails and case files stay inside your own Microsoft 365 tenant — we don’t copy them to a separate portal or store your documents on our servers. Every action is logged so you have a full audit trail.

No. That’s the whole point. CONVEYi works inside Outlook, files into your existing OneDrive, and keeps a tracker in Excel. There’s no migration, no new login, and no “portal” to learn — if your team can use Outlook, they can use CONVEYi today.

Minutes. There’s effectively zero onboarding overhead — you add the CONVEYi add-in to Outlook and you’re working. No training day, no data import, no IT project.

Each matter gets its own folder in your OneDrive, with a live Excel tracker for parties, key dates and outstanding tasks. You can open and edit them like any other file — CONVEYi just keeps them current for you.

Only if you explicitly switch that on. By default everything is draft-only — replies land in your Drafts for a human to check and send. Automatic sending is a Team-plan option, opt-in per rule, limited to routine updates, and you can turn it off at any time.

It’s the most generous in legal software: refer another firm and you earn £50 every month they remain a customer — recurring, not a one-off. It’s paid as account credit, so referring four firms covers your own Standard subscription entirely.

Standard (£200/month) gives you the Outlook add-in, case-aware drafting, the OneDrive knowledge base and the Excel tracker. Team (£500/month) adds the automation: incoming mail is auto-matched to the right case, tagged, filed, and — where you allow it — answered automatically.

You’re covered by a 30-day money-back guarantee. If it doesn’t save your team time, ask for a refund — no awkward conversations, no lock-in.

Not yet — CONVEYi is built for Outlook and Microsoft 365, which is where most UK conveyancing firms already work. Other platforms are on the roadmap.