AI & Automation Services
Automate workflows, integrate systems, and unlock AI-driven efficiency.


SurveyorPro replaces four to six tools UK party wall practices currently run side-by-side. Notices, awards, statutory deadlines, full CRM, file management, plus native Xero, Outlook and Land Registry integration. One subscription. One login. UK-hosted.
Kitchen rear extension · Notice issued 14 May 2026
Awaiting acknowledgement · Day 9 of 14Reminder fired
Day 12 chase · 2 hours ago
UK party wall practices typically run notices in one tool, contacts in another, files in a third, and fees in a spreadsheet. It works at low volume. It breaks at scale and it breaks under audit.
Tracking the 14-day notice, 14-day acknowledgement, 14-day dissent and 10-working-day award windows in calendars and Outlook means at least one deadline missed per year for every 50 matters handled.
Without structured time and decision evidence per matter, surveyors typically concede disputed fees. Across a year, the difference adds up to several thousand pounds per surveyor.
Producing per-matter audit packs from email-and-Excel stacks takes 30 to 60 minutes per matter. A 10-matter audit sample consumes the better part of a day.
SurveyorPro is built specifically around the Party Wall etc. Act 1996. Every feature is designed for surveyors handling statutory deadlines, Section 10(13) fee defensibility and RICS audit obligations.
There is no generic SaaS bloat. One subscription covers the full party wall workflow from website enquiry to fee settlement.
Award templates populate from matter data with AI-suggested clauses for Schedule of Condition, Section 10 and Section 11 provisions. The surveyor reviews every clause before issue. Nothing leaves the platform without human sign-off.
Every AI-assisted output is logged with model, prompt, timestamp and reviewing surveyor against the matter audit trail.
Introductory pricing for a limited time. Month-to-month after the first 90 days. Cancel any time.
Direct debit, no per-user fee for the first 3 users. Custom automation beyond the predefined set: £30 per hour.
UK practices typically run a notice tool plus a CRM plus file storage plus manual accounting integration. Stack cost lands between £145 and £256 per surveyor per month before factoring in the 4 to 8 hours per week spent reconciling data between tools.
Typical four-tool stack
SurveyorPro
Have a workflow SurveyorPro cannot cover out of the box? We also build custom party wall software for firms with bespoke requirements, from £6,000.
Pre-loaded templates with Land Registry auto party detection. Multi-recipient generation, PDF merge, email or post in one action.
RICS-style award templates with AI clause library for Schedule of Condition, Section 10 and Section 11 provisions. Surveyor review gate enforced.
14-day notice, 14-day acknowledgement, 14-day dissent and 10-working-day award windows tracked with SMS and email reminders.
Lead capture, pipeline stages mapped to the Act, quoting and invoicing with Xero or QuickBooks sync, plus Building Owner and Adjoining Owner portal.
Each matter has its own folder, version control, document watermarking. Schedule of Condition workflow captures photo evidence per element.
Two-way Xero, QuickBooks, Outlook, Gmail sync. HM Land Registry Title Register lookups. Calendar sync for inspections and award meetings.
SurveyorPro is the only UK product covering the full party wall workflow in one subscription. Party Wall PRO, SurvPal and SurveyorSuite each cover part of the workflow well but require additional tooling to fill the gaps.
| Capability | Party Wall PRO | SurvPal | SurveyorSuite | SurveyorPro |
|---|---|---|---|---|
| Notices (Sections 1, 3, 6) | Yes | Yes | Partial | Yes |
| Award drafting with AI clauses | No | No | Yes | Yes |
| Statutory deadline tracking | Yes | No | No | Yes |
| Full CRM (leads, pipeline, quotes) | No | No | No | Yes |
| Client portal (Building / Adjoining) | No | No | No | Yes |
| Per-matter file management | Limited | No | No | Yes |
| Xero / QuickBooks sync | No | No | No | Yes |
| Outlook / Gmail two-way sync | No | No | No | Yes |
| Land Registry auto detection | Manual | Manual | Manual | Yes |
| Per-matter AI activity log | N/A | N/A | Partial | Yes |
| Monthly cost | £69 | £35-£49 | £35 | £79 + £499 setup |
Read the full head-to-head in SurvPal vs Party Wall PRO vs SurveyorPro or the independent ranking in Best Party Wall Software UK 2026.
The £499 setup fee covers a fully managed onboarding handled by the Softomate team. There is no DIY configuration phase.
We export your matter records from Party Wall PRO, SurvPal, Excel or wherever they live (up to 200 active matters) and restructure them to the SurveyorPro matter model.
Firm letterhead and house style applied to all templates, clause library imported, fee scales and Section 10(13) framework configured, integrations connected.
Two 60-minute sessions for your team, recorded for new starters, plus a written workflow playbook. Pre-recorded video library accessible 24/7.
You switch the production system to SurveyorPro. The Softomate team is on hand for 30 days post-launch with a 4-business-hour response SLA.
SurveyorPro is UK-hosted with data never leaving the country. Signed Data Processing Agreement available to every customer on request.
Every communication, decision, photo, fee event and statutory deadline timestamped. Six-year Section 10 retention default. Right-to-be-forgotten workflow built in.
Per-tenant database isolation. Daily encrypted backups retained for 30 days with a 1-hour recovery time objective.
UK party wall surveyors do excellent professional work but their software stack is broken. Notices live in one tool, contacts in another, files in a third, fees in a spreadsheet. We built SurveyorPro so every matter has one record, one audit trail, one place to defend a Section 10(13) fee. It is the platform I wanted when I started consulting with surveying practices in 2019.
£79 per month plus £499 one-time setup. Introductory pricing for a limited time. We migrate your data, configure your templates, train your team and stay on hand for 30 days post-launch.
Deen Dayal Yadav
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