With Conveynz, when you receive a Sale and Purchase agreement, you set up the new matter and input the key components of each contract (ie figures, dates, address, client/conveyancing professional/agent/bank contact info etc). Such content then pre-populates your Email and Word-based precedents. All emails sent and documents created through Conveynz permanently save to your Matter’s history.

Accuracy is assured via each Matters’ Figures screen, where balances recalculate every time funds are receipted or paid. Take advantage of the trust account reconciliation package, which updates each time entries are paid & receipted, eliminating the need to manually post entries via a separate reconciliation system.

Conveynz calculates working days for you, automatically diarises conditions & settlement dates and generates workflow reminders to keep you on task. You will have perfect accuracy with settlement statements and rates apportionments. Relax knowing that the timely reminders for all essential tasks will appear on your dashboard on the appropriate dates ensuring that you do not drop the ball with obtaining bank funds and/or relevant authorities prior to settlement date.

Enjoy the pre-installed templates and reminders for Sales, Purchases and Refinances. Or create your own Matter types, allocate fees, and easily set up precedents with mail merge fields and reminders. The AML tab (red flag evidence upload/tick off check list) appears on every Matter created, and is editable to suit your own compliance requirements.