Your Workflow
UPGRADED

Once a client appoints your office, simply direct them to complete their onboarding through your unique office Conveyancing Concierge link. This link can be included in your correspondence, welcome packs, your website to avoid links in emails, or shared directly by aligned professionals such as real estate agents, brokers, developers or surveyors who value how your office works and the outcomes you deliver.

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Clients are asked to complete onboarding within 48 hours of being referred or appointing your office. In many cases, you’ll have a full picture of the transaction including key client details and uploaded documents, before the signed contract and sales advice even from the realtor. It's one of the ways CCA helps you to maximise the time you have to prepare for a successful settlement

Clients complete the Concierge process at their own pace through a clean, intuitive interface. Smart conditional logic adapts to each client’s situation, digging deeper where needed and skipping irrelevant questions entirely.

They can upload key documents along the way, including final contracts, trust deeds, birth, death or marriage certificates, and even supporting images, all securely in one place.

You get the full picture up front, with complete, accurate information delivered faster. No more chasing documents or discovering critical details a week before settlement,  you can start actioning files immediately.

Conveyancing Concierge scans responses in real time, flagging key risks and critical details early, such as foreign buyers, overseas signatories, related parties or anticipated shortfall of funds. Acting as your extra set of eyes, it’s especially helpful during busy periods or when onboarding new team members.

While CCA doesn’t replace the role of a licensed conveyancer or provide legal advice, it’s a powerful tool designed to support you. Helping to reduce risk, prevent costly delays, and ensure nothing important slips through the cracks.

As soon as a client completes their onboarding, conveyancers receive a notification via generic email and are directed to access their secure Conveyancer Portal. All client files, including sensitive documents, are safely stored and ready to download to your operating system of choice, without the risks of email transmission.

Data is securely hosted in Australia, ensuring full data sovereignty, and encrypted both in transit and at rest for maximum protection. It’s a modern, compliant way to handle client information. 

Instead of sending clients a bulky, one-size-fits-all guidebook filled with irrelevant information, Conveyancing Concierge is soon to provide a customised, easy-to-follow guide tailored to each client’s situation.

This curated resource cuts through the noise and focuses only on what matters, whether it’s electrical compliance, pool safety, home indemnity insurance, or information specific to foreign buyers. You receive a ready-made, relevant guide to forward to your client, helping them feel informed without the overwhelm.

Conveyancing Concierge will soon offer powerful insights into your client base, from demographics and catchment areas to transaction types and average onboarding times. With this data at your fingertips, you’ll be able to make more informed decisions, identify trends, and refine your services and marketing strategies with confidence.