Managing Expectations: The Secret to a Smooth Move

According to recent insights from the Legal Ombudsman (LeO), much stress in conveyancing doesn’t actually come from the legal work itself, it comes from a “misalignment of expectations.”

Recent data shows that residential conveyancing complaints now account for 36% of all cases accepted by the Ombudsman. Interestingly, the majority of these aren’t about professional negligence; they are about communication, delays, and a lack of clarity.

The “Internet vs. Reality” Problem

A major driver of dissatisfaction is the information gap. Research highlighted by Legal Futures shows a stark contrast: the average consumer expects a house purchase to take about 8.5 weeks, while the actual average is closer to 17 weeks.

The internet often promises “instant” results, but conveyancing involves third parties, local authorities, mortgage lenders, and management companies who operate on their own timelines. When the reality of the process hits, the 17-week journey can feel like an “unjustified delay” if the initial expectation wasn’t set correctly.

Managing the “No News” Periods

One of the biggest pain points for clients is the “black hole” period, those weeks where it seems like nothing is happening. The Ombudsman notes that complaints often arise not because there is a problem, but because the client hasn’t been told why things are quiet.

Effective expectation management means:

  • Defining the Journey: Explaining the process map from the start.
  • The Power of “No News” Updates: Even a quick message saying, “We are still waiting on the local authority search; no action is needed from you,” can prevent a client from feeling ignored.

The Role of Terms & Conditions (Ts and Cs)

Your Client Care Terms and Conditions shouldn’t just be “the small print.” They are a vital tool for managing expectations. A well-drafted set of Ts and Cs should clearly outline:

  • Service Level Agreements (SLAs): When and how the client can expect updates.
  • Potential Extra Costs: Flagging early if a transaction becomes complex (e.g., leasehold or new build).
  • Exclusions: Being clear about what is outside of the conveyancer’s control, such as third-party delays.

The Report on Title: The Final Clarity Check

The Report on Title is perhaps the most critical document for managing expectations before completion and even post-completion. It shouldn’t just be a bundle of paperwork; it is the conveyancer’s opportunity to ensure the client truly understands what they are buying.

By highlighting restrictions, easements, or obligations clearly in this report, firms can prevent “post-completion shock”, where a client discovers a month later they can’t build that extension or park their van on the drive. Clear communication here reduces the risk of complaints long after the keys have been handed over.

The Bottom Line

As the Legal Ombudsman suggests, “early conversations can feel time-intensive, but they ensure resources are used to progress the transaction rather than managing reactive queries.”

By being transparent about timelines, using Ts and Cs as a roadmap, and providing comprehensive Reports on Title, firms can bridge the “expectation gap” and turn a potentially stressful process into a managed, professional journey.