AI-Generated Conveyancing Enquiries - Managing Client Expectations & Professional Judgment

Introduction

AI-generated enquiries are presenting conveyancers with new challenges, particularly in leasehold transactions where information may depend on third parties.

This webinar explores how to assess the relevance and necessity of such enquiries, manage client expectations and the scope of the retainer. It will consider the potential consequences before raising a question.

What You Will Learn

This webinar will cover the following:

• The new problem: when the client asks AI
• The growth of lengthy, apparently sophisticated AI-generated enquiries
• Why the problem is particularly acute in leasehold transactions, where information may depend on third parties
• Not every AI-generated question needs to become an enquiry
• Introducing an AI enquiries review test to determine relevance to the transaction and whether further investigation is justified
• What do you do when the client insists?
• The importance of appropriate client care and clearly scoping the retainer
• Managing client expectations where pursuing AI-generated enquiries may involve additional work, cost or delay
• The consequences of asking the question
• If I raise this as a follow-up enquiry, why am I asking it, and what might happen if I do?