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- May 21
- 4 min read
Updated: Jun 12
Practitioner Spotlight
Talitha King | Conveyancing Southwest
“We’re not chasing people anymore”.
Why Talitha King brought CCA into her practice.
There’s a point in almost every settlement where the chaos usually starts. The client forgot to do their discharge authority. The ATO Clearance Certificate still hasn’t been applied for. Someone’s email address is wrong. A mortgage the seller “thought was paid out years ago” is still sitting on title.
And suddenly, instead of progressing the file, everyone is chasing information that probably should have been uncovered weeks earlier.
For Talitha King from Conveyancing Southwest, that constant back and forth was one of the biggest frustrations before bringing Conveyancing Concierge Australia into the office.
After seeing CCA presented at an industry conference and hearing positive feedback from other conveyancers she respected, Talitha decided to give it a try.
“Clients are actually doing things earlier now.”
One of the first things Talitha noticed after implementing CCA was how much earlier clients started taking action.
Instead of waiting for a follow up email or phone call weeks into the transaction, clients were already applying for ATO Clearance Certificates, organising discharges and uploading documents while completing onboarding.
As Talitha explains:
“We’re not chasing people to do their discharges anymore. We’re not chasing people to do their ATO certificates.”
That shift alone has made a noticeable difference to the flow of files through the office.
Because anyone working in conveyancing knows it’s rarely the settlement work that creates pressure. It’s the waiting. The chasing. The repeated reminders. The scrambling a week before settlement because something critical still hasn’t been done.
Talitha says clients now arrive far more prepared because they understand much earlier what’s expected of them.
And when clients know what’s coming, settlements tend to run a whole lot smoother.
Finding problems before they become problems
Another major change has been visibility earlier in the transaction.
Things that might otherwise sit quietly in the background until much later.
Talitha shared one example where a client genuinely believed their mortgage had already been discharged years ago. Except it hadn’t.
Without early onboarding, that conversation may not have happened until picked up on a Landgate search. Instead, the issue was identified immediately and dealt with upfront.
She says those kinds of conversations are happening earlier now because CCA prompts clients to think about circumstances they may never have thought to mention otherwise.
“We can see if there’s a discrepancy off the bat and get it fixed before we draw up paperwork.”
And honestly, that probably explains why so many conveyancers describe CCA as reducing stress more than anything else.
A growing focus on risk and liability
Alongside running her conveyancing practice, Talitha is currently studying law and is due to graduate at the end of 2026.
That additional legal perspective has only reinforced the importance of early disclosure and proactive file management.
During her interview, she spoke candidly about the increasing expectations around compliance, documentation and risk management across the industry.
“The more data you can get upfront, the more you can manage any potential issues.”
She also highlighted something many practitioners quietly worry about: If something goes wrong later, the conveyancer is often the first-person clients come back to.
That’s why documenting disclosures early matters. That’s why audit ready onboarding matters.
And that’s why Talitha says she particularly values CCA’s client acknowledgements and warnings around cyber fraud.
“They cannot say that they have not been warned. If they’ve read & acknowledged that, they’ve been told.”
For conveyancers navigating increasing AML expectations, cyber risks and professional liability pressures, that documentation creates an important additional layer of protection and evidence.
Less admin. Less reworking. Less noise.
Before CCA, onboarding often meant phone calls, emails, manual forms and information arriving from multiple directions at once.
Now, Talitha says much of that initial admin pressure has eased.
Clients complete onboarding immediately after signing a contract. The office receives information earlier. Details are easier to verify. Staff spend less time correcting mistakes later.
Even something as simple as collecting accurate dates of birth early has removed unnecessary rework across multiple systems.
According to Talitha, when you add up the time saved across a file, the value becomes pretty obvious.
“If we’re saving an hour per file, it’s already paid for itself.”
And importantly, she says implementing CCA wasn’t difficult.
In her words?
Send the onboarding link when the contract arrives.
That’s basically it.
A calmer start to the transaction
One of the more interesting things Talitha touched on was before CCA, there was often a gap between receiving the contract and properly engaging with the client.
Now, clients receive something immediately.
A clear process and a task to complete.
Talitha described it as giving clients reassurance that their conveyancer is already working on the matter, even while the office is still reviewing the contract and preparing internally.
That breathing space has become incredibly valuable operationally.
Because instead of being pulled straight into reactive admin, the office gets time to actually assess the file properly before the flood of calls and questions begins.
Security matters more than ever
Cybercrime and fraudulent activity remain one of the biggest concerns across the property industry.
Talitha made it clear that secure handling of client information is now non-negotiable.
“Having a secure way of sharing information is absolutely vital.”
CCA was built with that reality in mind.
“Just give it a go.
When asked what she’d say to another conveyancer hesitant to implement something new, Talitha’s response was simple:
“Just give it a go. You’ve got nothing to lose by trying it.”
Just an honest reflection from someone running a busy conveyancing office who found the process became easier once more information started arriving upfront instead of halfway through the transaction.
For an industry under increasing pressure from compliance, cyber risks and rising client expectations, that visibility matters more than ever. And practitioners like Talitha King are proving exactly why.
