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SRA & CLC Regulated Conveyancing Firms · PII Renewal Season

Structural AI governance to eliminate regulatory risk and unlock AI's true speed.

UtterConnection installs the compliance controls, trains your fee-earners, and gives your COLP a documented audit trail — so you capture the time savings without the regulatory exposure.

Why this matters to you personally

Your PII proposal form is already asking the question

Brokers including Howden and Kennedys report underwriters now asking, this renewal cycle, how AI is used across the firm, what governance sits around it, and whether staff have been trained (Today's Conveyancer, 2 July 2026). The market isn't panicking on price — it's differentiating: affirmative cover with conditions for firms who can evidence governance, exclusions where use looks uncontrolled. Tier 1 is, concretely, the evidence pack that answers all three questions before your broker has to ask twice.

Shadow AI may already be in your firm

Across the firms we talk to, fee-earners commonly copy-paste leasehold packs and completion statements into free ChatGPT to meet exchange deadlines — usually undetected until someone looks. Worth checking directly: is any of it logged? Does any of it carry a zero-retention guarantee? If your PI underwriter asked tomorrow, do you have an answer ready?

Your CMS may have AI switched on by default

LEAP, Clio, Osprey and Redbrick all ship native AI features enabled on most plans. Worth confirming with your provider whether yours is one of them, and whether a signed Zero Data Retention addendum actually covers it — without one, you may not be able to demonstrate to the SRA that client data isn't routed to a vendor's standard processing.

The SRA's updated supervision standard creates personal COLP liability

SRA Code Paragraph 3.5 requires solicitors to "effectively supervise work being done for clients" — including AI-assisted work. As COLP, you need a documented written rationale on file that demonstrates how that supervision is happening. Without one, an audit puts your licence at risk, not just the firm's.

The Institutional Sight Installation

A 4-week done-for-you programme that installs every AI governance control your firm needs. We write the documents, negotiate the vendor contracts, configure the technical controls, and brief your IT provider. Your team does no engineering work.

Not ready to commit to the full installation?

Start with the Discovery Audit

A single 90-minute session. We map your firm's actual AI footprint, show you precisely where your SRA or CLC exposure sits, and hand you a prioritised action plan. No obligation to go further. If you sign the full installation within 30 days and commit to a minimum 6-month ongoing governance retainer at the same time, the £995 is credited in full against the installation fee.

Shadow AI survey — what your staff are actually using
CMS default AI settings check across your platform
Live covenant extraction demonstration on a synthetic leasehold pack
Written AI Exposure Report with a prioritised remediation roadmap
Revenue capacity calculation — hours recoverable per month
PII underwriter disclosure checklist
£995
Fixed fee · 90 minutes
SRA & CLC versions
Credited against installation
Start free check first →

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Built specifically for conveyancing practices.

SRA-regulated solicitor firms

Residential conveyancing as a core or sole practice area. COLP in post and personally exposed to the SRA's active supervision obligations. PII renewal approaching and underwriters asking AI governance questions.

CLC-licensed conveyancers

Licensed conveyancing practices regulated by the Council of Licensed Conveyancers. We produce CLC-specific output — rationales grounded in the CLC AI and Technology Principles and CLC-framed client disclosure language — not rebranded SRA copies.

With or without an IT support provider

If you have an IT managed service provider, we brief them directly — under 30 minutes of their time. If you don't have one, we'll help you find the right fit. Either way, your fee-earners do no technical work.

Ready to get started?

Take the free 2-minute AI Reality Check to see your firm's risk score — or book a call with Paul directly if you're ready to talk.

Start AI Reality Check → Book a call with Paul →

No account. No email required to start the check. Takes 2 minutes.