Communicate · Product Deep Dive: Matter Update Agent
How One Firm's Live Deployment Freed Up Conveyancer Time
Most conveyancers already know why clients get frustrated. It's rarely negligence. It's that a conveyancer juggling a full caseload doesn't always have five spare minutes to call and say "nothing's changed yet, still waiting on the search." Capacity runs out before goodwill does.
It's a common enough problem that the Legal Ombudsman now tracks it directly. Poor communication is the most common reason people complain, both by raw volume (24% of everything reported to LeO) and by how often those complaints are upheld (25%, the largest category by some distance). LeO's own guidance for conveyancers spells out the fix just as plainly: keep clients posted in line with service level agreements, "even when there is 'no news'."
What the Matter Update Agent does
The Matter Update Agent reaches out to clients automatically at key transaction milestones, delivering a plain-English update on what's happened and what's next, without a conveyancer picking up the phone. Every call is logged straight back into the CMS, so the record stays as complete as if a person had made the call themselves.
Inside one firm's live deployment
To see what that looks like in practice, we looked at a month of real calls from one firm's live deployment: four Matter Update agents, 1,566 outbound calls, 28 July–27 August 2026.
Where the calls landed
Milestone by milestone
Breaking the same month down by transaction milestone shows where the volume, and the time, actually sat.
| Milestone | Calls | Live answered | Voicemail | No answer | Est. human time |
|---|---|---|---|---|---|
| Local Authority Search Received | 484 | 259 | 177 | 48 | 19.6 h |
| Enquiries Raised | 448 | 222 | 153 | 65 | 17.3 h |
| Mortgage Offer Received | 331 | 181 | 115 | 35 | 13.5 h |
| Contract Pack Sent | 311 | 162 | 118 | 31 | 12.6 h |
| Total | 1,566 | 824 | 563 | 179 | 63.0 h |
What this means for firms
None of this is about replacing the judgement a conveyancer brings to a transaction. It's about who's making the calls that don't need that judgement in the first place, the routine "here's where things stand" update that the Ombudsman's own guidance says matters, but that's usually the first thing to slip when a caseload gets heavy.
In this deployment, the vast majority of updates went out without anyone needing to pick up a phone, and the small fraction that did need a person were flagged clearly rather than lost in the gaps.