For conveyancers & property lawyers
The whole matter.
Start to settlement.
Win the client, review the contract, run the searches, draft the letters. One place, and everyone moving to settlement.
8/16 Curlewis Street, Bondi·Charlotte & James Wilson
Finance approval·Step 6 of 7
01 Win the work
Donna takes the inquiry. You take the matter.
When an inquiry comes in, Donna scopes it and hands you a brief ready to quote. You set the price, keep your fee, and decide what you take on.
02 One place with the client
The client reaches the matter, not your inbox.
Every message, document and update lives in the matter, with the client. No email chains, no chasing.
See Conversation03 Keep it moving
Every date, every party, on track to settlement.
One timeline per matter: cooling-off, finance, searches, settlement. Everyone sees what is next and who owns it.
See TimelinesTimeline
8/16 Curlewis Street, Bondi
04 Read the contract
Read the contract in minutes, not an afternoon.
Ask Donna anything about the contract. It surfaces the special conditions, the dates and the risks, each one traceable to the clause. You make the call.
05 Your way
Your review, built once. Run on every matter.
Describe the checks you always run on a contract. Donna turns them into a workflow you own and reuse.
See Workflow Agents06 Letters, done
The letters come back drafted.
Run your workflow and Donna drafts the requisitions and the letter to the other side, grounded in this contract and ready for your sign-off.
07 Searches
Title and planning, read for you.
Donna orders them on InfoTrack, reads the results, and brings back what matters. Every finding sourced to the page, attached to the matter.