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Start Ahead
STAY AHEAD
The information you need arrives late,
incomplete, or second hand.
CCA changes that.
KEEP SCROLLING
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.
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