File set-up: the matter is created in your CMS, opening documents filed.
AI does the routine work. Your lawyers decide.
What it is
AI works on the file from instruction. It reads documents, drafts the work and prepares the chasers. Your lawyers review, change or reject anything that matters. Firm, agency and client work on one shared case.
The whole matter
Opening, title, searches, enquiries, lender, contract, exchange, completion and registration run side by side from day one. Homey keeps each stage moving and flags what needs a person.
Opening the matter
File set-up: the matter is created in your CMS, opening documents filed.
Client care letter: drafted in your house style for review.
Conflict check: prepared for your fee earner to confirm.
Quote: prepared from the instruction.
Title review
Register and plan: AI reads both and lists what needs attention.
Leases: lease length, rent and charges, who must consent and conditions a lender may question.
Covenants and rights of way: flagged for your lawyer to consider.
Sources: each point links to the entry it came from.
Searches
Suggested: searches are suggested, your fee earner approves the order.
Ranked: each result is read and ranked by how much it matters.
One view: each important result is tied to an enquiry or to the report.
Enquiries
Drafts: each enquiry is drafted from a finding, for your fee earner to approve.
Matching: each reply is paired with its enquiry.
Follow-up: AI flags replies that look incomplete and drafts a follow-up.
Reminders: queued for your fee earner to approve.
The lender
Mortgage offer: read, with each condition compared with the file.
Handbook: checked one section at a time.
Certificate of title: drafted for your fee earner to review and sign.
Reports and contract
Report on title: findings and risks for the client, each with its source.
Contract: compared with the title, amendments suggested, pack checked for gaps.
Lease report: the terms that matter, in plain English.
Plan, extent, easements, drainage and environmental results: read and summarised.
Your lawyer reviews and signs off every document.
Exchange, completion and registration
Paperwork prepared: deposit position, pre-exchange readiness check, completion statement, stamp duty return, land registry application, requisition replies.
Only a person starts exchange, completion or a payment.
Dates: Homey suggests them and prepares chasers for your team.
Sales, remortgages and transfers
Sales: proof of title, draft contract, enquiry replies, redemption and net proceeds, prepared for your lawyer.
Remortgage and transfer of equity: title, consents, transfer and registration, prepared the same way.
Correspondence and clients
Post and email: read, with the next action worked out.
Drafts: for the client, the seller's side, the lender, the managing agent and the freeholder, held for approval.
Messaging: email, text, WhatsApp and the app, all saved with the matter.
Documents: filed against the request they answer.
Introducers: their instructions create the matter, and one property reference links every record.
Ask the file
Answers come from the matter's documents. If the file is silent, it says so.
Ask for a finished piece of work or a list of what is outstanding before exchange.
It compares title, searches, forms, contract and replies and points out contradictions.
Oversight across the firm
Procedures: AI compares open matters with your firm's own and flags gaps.
Priorities: supervisors see which matters need attention first.
Management information: drawn from the record.
Closing a matter
Safeguards for vulnerable clients, aborted transactions, complaints and changes of scope. Files closed and archived under your retention policy. Clients control what is shared.
Your clients
Progress, open items and their own tasks in plain language. Clients approve and sign in the app.
Seamless with your systems
Homey reads your case management system and returns its work there. Your team enters nothing twice. Homey can also learn from your firm's own precedents.
Your move