tmDocAssist  ·  Book a demo

Portfolio transactions just got easier
See tmDocAssist in action on your own matters.

How tmDocAssist works

  1. We set up your portfolio

    Once you’re on board, your Account Manager or our Managed Services team will set up your portfolio for you.

  2. Results returned

    tmDocAssist reads and extracts data from all your Con29 and LLC1 results as they are returned, while the original PDFs are available to you for your records.

  3. Your spreadsheet is compiled

    tmDocAssist places extracted data from all searches received into a standard format and layout, flagging areas of concern, and enabling easy identification of issues recurring across properties.

  4. A human in the loop reduces risk

    Each result carries a confidence rating. Where the AI is confident, the extract is added directly to your spreadsheet output. Where the confidence threshold is not met, a tmGroup team member reviews it before release. As usage increases, the AI learns from any corrections or edits made by staff, continually improving its accuracy.

  5. Your portfolio view refreshes weekly

    Every Monday, your account refreshes with the latest extract. New reports and updates are added automatically, so you always have one consistent, complete set of data for your entire portfolio.

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tmGroup has worked at the heart of conveyancing since 1999, and over half of the UK’s top 20 law firms use our services. We offer a range of solutions that support firms throughout the conveyancing journey, from instant quoting and client onboarding to compliance, search ordering and document signing.

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