FAQ
The questions firms actually ask.
Is our data safe? Is it GDPR-compliant?
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.
Do we have to move our files or learn a new system?
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.
How long does setup take?
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.
Where do the case files actually live?
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.
Will it send emails to clients on its own?
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 opt-in per rule, limited to routine updates, and you can turn it off at any time.
How does the referral scheme work?
It’s the most generous in legal software: refer another firm and you earn a quarter of what they pay — up to £50 — every month they remain a customer, recurring, not a one-off. It’s paid as account credit, so a handful of referrals can cover your own subscription entirely.
What’s the difference between the Go, Pro and Firm plans?
Every plan has the whole product — the Outlook add-in, case-aware drafting, auto-triage, auto-rules, the OneDrive knowledge base and the Excel tracker. What changes is headroom and seats. Go (£200/month) meters you: a monthly email allowance and a small AI document allowance, enough to see what it does to your week. Pro (£500/month) takes the limits off — unlimited email volume and a far larger document allowance, for one fee earner running a full caseload. Firm (£1,000/month, three seats included then £59 a seat) is the only plan with more than one seat, and adds the team layer: a matter board, a workload dashboard, matter assignment and admin oversight.
What if it doesn’t work for us?
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.
Does it work with Gmail?
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.
Still have questions?
Get started and we’ll be in touch — or take a look at the plans.