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Conveyancer Report

  • 24/08/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Conveyancer Report

Purpose: The report offers an analysis of conveyancing data to provide insights in the following areas:

  1. Conveyancing Revenue Generation: The report tracks key metrics such as '% Fees Billed', 'Highest Billed Fee', and 'Average Billed Fee' to analyse revenue generation trends.

  2. Transaction Valuation Analysis: It identifies the most valuable transactions overall and within each conveyancing matter type by tracking metrics such as 'Highest Property Value', 'Average Property Value', and 'Highest Loan Amount'.

  3. Referral Source Effectiveness: The report evaluates the success of referral sources by tracking the number of matters opened due to referrals or lenders, facilitating informed decisions in client acquisition strategies.

Report Trigger: The report aggregates data relevant to the specified period from the following conveyancing matter types:

  • Matter types under 'Conveyancing & Property'.
  • Two additional matter types under 'Commercial Property':
    • Commercial Property Purchase.
    • Commercial Property Sale.

Report Filters:

Start Date & End DateThis date range filter limits the data to the period specified.
Group ByGroup the report by:
  • None
  • Matter Type
Matter StatusFilter the results based on matter status.
 
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Note:

  • When results are grouped by 'None' (no grouping), the Conveyancing Overview will provide an overall summary of the conveyancing data.
  • When results are grouped by 'Matter Type', the Conveyancing Overview will provide a breakdown based on specific matter types.

Conveyancing Overview:

Matter Type
  • Displays different matter types on separate lines when grouped by 'Matter Type'.
  • Displays no data when grouped by 'None' (no grouping).
% Fees Billed

Represents the percentage of Time/Fees entries billed for a specific matter type relative to the total number of Time/Fees entries billed across all matter types.

Note:

This calculation is based on the number of Time/Fees entries billed within the specified period, not their monetary amounts.

Matters OpenedThe number of relevant matters opened during the selected period. This count is based on the 'Date Opened' entered on the Calendar & Tasks tab of a matter. 
Highest Billed FeeThe highest amount invoiced for a single Time/Fee entry during the specified period, inclusive of taxes.
Average Billed FeeThe average amount billed per Time/Fee entry during the specified period, inclusive of taxes. 

Note:

  • Draft invoices are considered 'Billed' here. 
  • When computing '% Fees Billed', 'Highest Billed Fee' and 'Average Billed Fee', the report considers Time/Fee entries that were invoiced during the specified period (defined by the 'Start Date' and 'End Date'). As these fields primarily assess billing performance/trend, inclusion is determined by the invoice date (Draft or Final), rather than the transaction date of the Time/Fee entry.
For example, in a scenario where the Start Date and End Date are set to 01/01/2024 and 31/01/2024, respectively: If a Time entry was recorded on and dated 15/01/2024 but invoiced on 01/02/2024, the Time entry would not be included in the calculation, despite being dated within the specified period. This is because the invoice date falls outside the specified period, even though the Time entry itself falls within it.
  • The 'Highest Billed Fee' and 'Average Billed Fee' fields specifically refer to the original amount of a Time/Fee entry as it appears in the Time/Fee window. These metrics do not consider any alterations/adjustments to the billed amount on the invoice. 
Highest Property ValueThe highest value of the Price, based on the figure entered in 'Conveyancing Details' on the matter table. 
Average Property ValueThe average value of the Property Price, based on the figure entered in 'Conveyancing Details' on the matter table. 
Highest Loan AmountThe highest value of the Net Advance, based on the figure entered in 'Lender Bank Details' on the matter table. 

Matters Opened By Referrers:

Referrer Name

Displays Referrers who contributed to the opening of matters. 

Note:

To include a Referrer in this report, you must record it by selecting a Referrer card within the 'Matter Details' window.

Matters Opened

Displays two sets of information:

  • The count of conveyancing matters opened by each referrer, specifically for matters where a referrer has been recorded. 
  • The total count of matters where no referrer is recorded, grouped under 'None'.

Matters Opened By Lenders:

Lender NameDisplays Lenders (if entered in Lender card) who contributed to the opening of matters.

Note:

To include a Lender in this report, you must record the Lender on the Lender card within the matter table.

Matters OpenedThe number of matters opened by each lender.
Last Modified Date
24/08/2025 10:11 pm
Title
Conveyancer Report
URL Name
Conveyancer-Report-UK

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Conveyancer Report