“Before Planally, our conveyancing workflow was honestly quite messy. All updates were in WhatsApp, documents scattered in emails, and too many spreadsheets to manage. It took a lot of energy just to stay on top of everything. 

With Planally, things feel much more structured. Each file moves through clear steps, we can immediately see what’s pending and who’s handling what, and it really helps us work faster. Clients also get clearer, quicker updates, which makes a big difference. 

It’s genuinely a tool that makes the day-to-day easier. After using it, it’s hard to imagine going back to the old way. I’d definitely recommend it to firms that want a smoother, more organised process.“

“We needed better traceability and fewer compliance headaches. Planally gave us structured phases, auditable forms, and an end-to-end trail we can trust. Audits used to be stressful; now they’re straightforward. The governance improvements were immediate.“

“Before Planally, our teams worked in silos and important updates were scattered across emails and chats. Now everything runs through structured, phase-based workflows that keep everyone aligned. We instantly know what’s pending, who owns it, and what needs attention. The improvement in clarity has been huge.”