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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.
02
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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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.
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!
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.
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FAQ
Conveyancing Concierge Australia (CCA) is an automation and risk management platform designed specifically for conveyancers. It streamlines the onboarding process, gathers accurate client details upfront, and automates the creation of custom instruction booklets, ensuring settlements run smoothly while reducing manual workloads
When a conveyancer is appointed, they direct their clients to CCA to begin the onboarding process. Clients enter their details directly into the platform, including the contract, ensuring all information is accurate and securely sent to their settlement agent in real time. This eliminates the reliance on sales advice sheets and reduces errors from relayed information. Conveyancers receive complete, accurate client data before even opening a file. Realtors and brokers can also direct clients to CCA, ensuring a smoother transaction process. From each submission, a series of automations .
Once a submission is complete, CCA’s intuitive automation technology processes the information to create custom instruction booklets, alert conveyancers to potential risks, and provide clients with clear action steps. This proactive approach enhances communication, reduces delays, and ensures a smoother transaction for all parties involved.
CCA streamlines the client onboarding process using smart conditional logic that asks only relevant questions, making it easier and quicker for clients to provide accurate information. Once completed, the platform’s automation technology organises the data, eliminating repetitive queries and manual data entry for conveyancers. This allows you to focus on reviewing contracts and managing settlements efficiently, delivering a superior client experience while reducing administrative tasks.
CCA’s Conveyancing Alerts proactively notify conveyancers of potential risks based on client responses, ensuring nothing is overlooked. These alerts are discreetly delivered via the secure portal, helping you stay on top of complex scenarios without overwhelming your workflow.
For example, alerts are triggered when:
-Buyers are foreign, using unequal tenancy, or are first home buyers
-The property is leased, has a pool/spa, or unapproved building structures
-A seller anticipates a shortfall of funds, privately manages the strata property or completed works in excess of $20k
Early detection enhances compliance, reduces settlement delays, and allows you to manage each transaction with greater accuracy and confidence.
It’s been built by conveyancers for any conveyancing office looking to reduce manual workloads, improve efficiency, and enhance client communication. Whether you're a small practice or a large settlement office, CCA can help you streamline your process and enable you to manage your business at scale.
CCA operates on a subscription model with a fee per submission. As we continue to develop new features, pricing may adjust accordingly. Additionally, there is a one-time setup fee to get you started. Contact us for more details on pricing and upcoming features.
Absolutely. CCA's intelligent alerts notify conveyancers of potential risks early, helping to prevent settlement delays. It also ensures compliance by automating client declarations and securely managing sensitive data, reducing the risk of human error and ensuring all requirements are met well before the settlement date.
'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!
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Settle Smarter
Not Harder
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
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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