Conveyancing automation: less re-keying, more checking.
Settlements run on dates, documents and verification. We automate the chasing and data entry around each file, so your conveyancers spend their time checking, not typing.
Where the time goes
- Contract details typed into several systems
- Clients chased by phone for ID and documents
- Settlement dates tracked on spreadsheets
- Payment-redirection fraud attempts arriving by email
What we automate
Each use case shows the workflow it runs, from trigger to result. Yours is scoped to your systems during discovery.
- Contract of sale received
- Parties, property, price and key dates extracted
- Matter created in your conveyancing software
- Welcome email and ID request sent to the client
- File needs ID, authorities or forms
- Secure request sent to the client
- Reminders until everything arrives
- Documents filed to the matter
- Conveyancer notified
- Settlement and key dates set
- Tasks created for finance, adjustments and the workspace
- Reminders to client, agent and broker
- Overdue items escalated
- Email or document mentions bank details
- New or changed details flagged
- Verification call to a known number required
- File held until the check is recorded
- Settlement confirmed
- Client, agent and broker notified
- Matter closed and archived
- Review request sent to the client
- Settlement date arrives
- Expected amounts pulled from the matter
- Checked against Xero, MYOB or your trust ledger
- Matching payment: matter marked funds confirmed
- Missing or mismatched payment: conveyancer alerted in Teams or email
Systems we connect
We work with what you already use and confirm what's possible for your setup during discovery.
Designed for your obligations
Identity and funds are where conveyancing gets hurt. Every workflow keeps a person on verification and payment steps, and every change to bank details is logged.
How we work →Common questions
Can you automate settlement in PEXA?
We don't automate actions inside PEXA. We automate the work around it: file setup, document chasing, date tracking and notifications.
How do the fraud checks work?
New or changed bank details in any correspondence are flagged, and the file is held until someone records a verification call to a known number.
Your systems, working as one.
Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.