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Smart Tools for
Smoother Settlements
Tired of chasing missing info, correcting errors, and drowning in emails before you’ve even opened the file?
Conveyancing Concierge collects accurate client data straight from the source, before you even pick up the phone. No more relying on second-hand details or trawling for vital info. Our automation secures sensitive data, generates ready-to-sign declarations, and flags potential risks early, so you can walk into every transaction informed, confident, and ready to build trust with your clients from day one.
Software Features
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01
Automated Client Onboarding
Collect all the essential client details from the start, with smart forms that adapt to each transaction. No more chasing missing info, rewording the same questions, entering vague DOBs into PEXA, or sorting through scattered emails. Just accurate, complete data delivered straight to your workflow, so you can get moving faster, with fewer headaches.
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Intuitive Software
With over 20 years in the WA settlement industry, we’ve built a system that knows what matters. Clients are only shown questions that apply to their situation, making the process faster, clearer and far less overwhelming. The result? Better information from the outset, quicker responses, and fewer follow-ups for your team.
03
Automated Declarations
The software automatically generates ready-to-sign declarations based on each client's responses. This not only saves valuable time but also helps reduce risk by holding clients accountable for the information they provide. If circumstances later prove different, your file shows exactly what was declared and when, offering an extra layer of protection for your office and peace of mind for your team.
04
Secure Client Intake
Sensitive client information stays off email and is captured securely within the platform, reducing the risk of human error and cyber threats on email. The data we handle is stored on Australian servers to maintain full data sovereignty and align with industry best practices. It’s a smarter, safer way to manage client intake.
05
Risk Alerts & Compliance
Identify potential issues before they become problems. Our system flags high-risk scenarios based on client responses, from foreign interest declarations to complex ownership structures, giving your team time to respond early. These alerts help you stay ahead of compliance requirements, reduce the chance of delays, and ensure every matter progresses with fewer surprises.
06
Document Uploads
Clients can easily upload supporting documents, including contracts, deeds, and copies of birth, death or marriage certificates. All directly through our platform. They can even add images or notes if there's something they want the conveyancer to be aware of. All files are stored and accessed by your office via a two-factor authentication portal, eliminating the risk of email-based data leaks. It’s a safer, more organised way to manage important client documents while keeping everything in one place.
Sarah Mahony
Licensed Conveyancer
There has been such a positive shift in client satisfaction & we’ve observed fewer follow-ups from clients as they now have a clearer understanding of the process and feel like they are being proactive for their own settlement. On average, I estimate that we save 5-10 hours per week due to reduced manual tasks and quicker access to necessary information. I would estimate that errors have decreased by around 20%. The program has significantly helped us avoid common mistakes by ensuring that all necessary details are flagged early in the process.
Sally Foster
Licensed Conveyancer
Conveyancing Concierge has made such a difference to how we operate our business. It's improved our efficiency tenfold on so many different levels and cut down our admin time, making us much more efficient. We especially love how clients receive information upfront, automatically triggered by their answers. It gives them that initial touchpoint immediately, and they've reported how easy Concierge is to use. Initially, we worried it might take away a personal touch, but instead, it has only raised the professionalism of our office. Not only does it work well, but it looks good too, coming through accurately and concisely, ready for us to implement. Highly recommended to other agents.
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Lauren De Laurentis
Executive Assistant
Conveyancing Concierge has been a game-changer for us. The system is user-friendly, streamlines our processes, and enhances our efficiency. Customer feedback has been fantastic, reflecting the system’s positive impact on our service quality. Overall, the Concierge Service has exceeded our expectations and is now a valuable asset to our operations. Highly recommended!
Claire Shepherdson-Bull
Licensee & Director
CCA is fabulous, we love it!
It's the crystal ball we always wished we had!
Narelle Patrizzi
Licensed Conveyancer
I can't wait for people to start jumping on board, they will love it! I have to admit, I'm pretty skeptical to change but I really am enjoying Concierge. I’ve felt a significant reduction in stress and workload. The initial step of having clients complete Conveyancing Concierge has been incredibly effective. It ensures we collect all required information upfront, leading to a more streamlined and transparent settlement. I highly recommend Conveyancing Concierge for its efficiency and effectiveness in handling settlement transactions. It’s made a significant positive impact on our operations.
Tried &
Trusted
2025 Finalist Proptech WA Awards
We’re thrilled to be named a finalist in the 2025 Proptech Awards, recognised as one of the most promising start-ups set to make a serious impact over the next 12 months.
The Rising Star of the Year category celebrates innovation, agility, and bold vision.
A huge thank you to the City of Perth for sponsoring this category and supporting emerging technology that’s reshaping the property industry.
2025 Finalist Australian Business Champion Awards
Conveyancing Concierge Australia has been named a Finalist in the Champion Online Business category at the 2025 Australian Women’s Small Business Champion Awards.
Being recognised on a national stage alongside Australia’s most dynamic women-led businesses is an incredible honour. This national recognition celebrates our commitment to transforming the conveyancing industry through innovation, automation, and client-centred design.
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FAQ
Conveyancing Concierge Australia (CCA) is a new standard for how settlements begin.
Developed by conveyancers, for the property industry, it was refined over three years of testing across WA offices to address the issues that put our profession most at risk: missing details, late-discovered risks, and sensitive client data left sitting in inboxes.
CCA changes the starting point. It gathers the right details upfront, adapts to each client’s unique circumstances, flags high-risk scenarios before a file is even opened, and delivers all of it securely to the conveyancer.
By reducing delays, confusion, and back-and-forth chasing, CCA restores confidence for clients and gives conveyancers, lawyers, and real estate professionals the space to focus on what really matters, guiding transactions safely to settlement.
Conveyancing Concierge Australia (CCA) sits right at the front of the settlement process, before you even open a file, when any risks still belong to the client.
Here’s what happens:
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Clients onboard through your unique office access: Instead of sending sensitive details by email or waiting for returned documents, clients complete a guided intake available on any device connected to the internet.
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Smart conditional logic adapts to each client: Every response shapes the next question, so clients only see what’s relevant to them. This removes noise & overwhelm, captures the right details upfront, allows us to dig deeper where required, and has been refined through three years of beta testing in WA.
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Potential risks are flagged early: High-risk scenarios, AML/CTF triggers, and any anomalies that could delay or disrupt settlement are discreetly highlighted to the conveyancer. Flagged in real time so you can prepare before they turn into delays or an avoidable compliance breach.
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Tailored checklists and guides: Clients arrive prepared with personalised checklists and links to official resources, while always being reminded to wait for your instructions.
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Audit-ready records: Delivered to your portal, every submission is time-stamped, encrypted, and stored onshore under Australian Privacy Laws, ready to drop straight into your compliance file.
The result is simple: you start with cleaner data, fewer surprises, and clients who are already prepared.
CCA doesn’t replace your role .It supports it, helping you manage risk, save time, and build trust from the very first interaction.
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CCA streamlines the start of every file by replacing a patchwork of sales advice sheets, emails, phone notes, and scattered documents with one clear, consistent record.
Instead of spending hours chasing details or re-entering data, you receive a complete, audit-ready submission that’s securely stored and easy to reference, whether it’s for you, your licensee, or an auditor down the track.
Because the information is gathered once, in the right format, you’re no longer piecing together half-stories or correcting errors later. Risks are flagged early, clients arrive prepared, and every file starts clean.
For conveyancers, that means less manual admin and more time to focus on the skilled work that builds trust and keeps settlements moving smoothly.
Conveyancer Alerts are CCA’s early warning system.
As clients complete their onboarding, the system discreetly highlights anything that could delay or disrupt settlement, from early AML/CTF triggers to practical red flags like trusts, powers of attorney, anticipated shortfalls, foreign sellers, FIFO workers, overseas signatories or complex company structures.
Rather than discovering risks at the eleventh hour, CCA surfaces them upfront in real time, giving you the chance to prepare, plan, or decline to act before the file is opened. CCA equips conveyancers with the upfront insights needed to meet AUSTRAC’s expectation of conveyancers to ‘assess the risk of acting’ from day one.
Every alert is delivered directly into your secure portal alongside a complete, time-stamped audit-ready record, giving you confidence that nothing important has slipped through the cracks.
In short: Conveyancer Alerts keep you one step ahead, so risks don’t become last-minute emergencies.
CCA was created to take the pressure off conveyancers, but its impact reaches everyone involved in a property transaction.
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Conveyancers benefit from complete, audit-ready records, early risk alerts, and less time spent chasing clients or patching missing gaps.
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Property lawyers gain the same efficiency and compliance support, with cleaner client intake and fewer last-minute surprises.
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Real estate professionals benefit from smoother handovers, with clients arriving better prepared. This eases the pressure on agents and conveyancers alike and removes the need for awkward pushbacks that can strain referral relationships.
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Clients themselves arrive confident and organised, with tailored checklists and clear guidance that cut through confusion.
CCA supports the entire property chain, but it was purpose-built to give conveyancers the strongest start and to ease the pressure of increasing compliance requirements.
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Our pricing is designed to be flexible, with options that scale to suit offices of all sizes.
CCA is available on a subscription model, with a monthly fee to keep your portal running and a per-submission fee so you only pay as client submissions are recorded.
We offer different tiers, from starter through to enterprise, so you can choose the level of features and customisation that best fit your office.
Because every office works differently, the best way to find the right fit is to have a quick chat with us about your workflow and client volumes. We’ll guide you to the plan that makes the most sense for your business.
No! CCA isn’t here to replace the systems you already use. It’s designed to complement them by stepping in before your existing software even comes into play.
Think of CCA as the front door to settlement. While most systems start once you’ve opened the file and taken on the risk, CCA meets you and your clients at the very beginning.
It captures the details required to facilitate settlement, flags potential risks, and prepares clients. When you’re ready to move into your existing workflow, the file starts clean, complete, and audit-ready records.
In short: CCA works alongside your current tools, giving you the strongest possible start to each and every settlement.
'My Rewards' Program is our way of saying thank you for spreading the word about your positive experience with Conveyancing Concierge Australia. If you refer another conveyancer who subscribes for a year, you’ll receive one month’s free subscription plus unlimited submissions within the same month as our thanks. There’s no limit to how many referrals you can make, so the more you share, the more you save. To get started, click on the MY REWARDS tab in your portal to retrieve your unique referral code. It’s our way of helping you grow while we grow!
Integration means your client data flows automatically into your operating system, with any discrepancies between the client’s submission and your system records flagged for review.
At present, CCA is not directly integrated into operating systems such as Settlements+, Realtime Conveyancer, LEAP, or InfoTrack.
That said, we’ve built the foundations with integration in mind. Technically speaking, it can be done, however the decision sits with the software providers & they need to see enough demand from their users before they’ll prioritise integration to their roadmap.
If you’d like to see this happen, you can add your voice through a register. When you do, both CCA and your chosen software provider will receive a notification, making it clear that integration is something you’d value.
Real Feedback. Real Results
We asked hundreds of settlement clients how they found the CCA onboarding experience, and the results speak for themselves. These insights show how CCA improves accuracy, saves time, and supports a better experience from day one.
Prompted me to consider important details I hadn't thought of
Gave me confidence the transaction will proceed smoothly
Easy to navigate
User-friendly design & layout
Allowed me to complete at my own pace
