Attract More Clients
Website
SEO
Google Profile
Google Ads
Facebook Ads
Landing Pages
Blogs
Conveyancers
Automate client onboarding, document collection, milestone updates and settlement communication.
Fewer status calls, faster onboarding, zero missed deadlines. Every matter moves itself forward and keeps everyone informed.
Conveyancing runs on deadlines and status updates. The work is fixed-fee, so every hour spent telling someone where their matter is up to comes straight off the margin.
Challenges
Is your business facing these?
Reduce administrative work, keep buyers and sellers informed automatically, and ensure no critical deadline is missed.
Every one of these is a leak. Individually they look like the cost of doing business — added up, they are the difference between a good month and a great one.
- Manual onboarding for every new matter
- Chasing signed documents and identity checks
- Clients calling constantly for status updates
- Critical settlement deadlines at risk of slipping
- Referring agents left in the dark
- Admin-heavy files eating your margin
Our AI Solution
The stack we deploy for conveyancers
Six components, wired together so an enquiry never has to be re-entered by a human. Each one below is configured for your workflow, not dropped in generically.
Component 01 of 6
CRM Automation
Matter opened, client onboarded, ID verification requested and milestone updates sent — without anyone starting the chain.
Every lead scored, sequenced and followed up automatically — nothing slips through the pipeline.
- Automatic lead capture from every channel
- Email and SMS nurture sequences
- Lead scoring and pipeline stage automation
- Task reminders so no follow-up is missed
Component 02 of 6
AI Chatbots
Answers "where is my matter up to" from the actual file status, at any hour.
A trained assistant on every page that captures, qualifies and routes enquiries instantly.
- Trained on your services, suburbs and pricing
- Qualifies leads before they reach your team
- Books appointments straight into your calendar
- Hands off to a human the moment it matters
Component 03 of 6
AI Websites
Quote and instruct in one flow, so a referral does not leak between the agent's recommendation and your inbox.
Fast, conversion-focused sites that answer questions, qualify visitors and book jobs while you sleep.
- Conversion-first page structure and copy
- Core Web Vitals tuned for Google rankings
- Built-in calculators, valuations and booking flows
- Chatbot and CRM wired in from day one
Component 04 of 6
AI Voice Receptionists
Handles the status calls that interrupt settlement work.
A 24/7 voice agent that answers calls, books appointments and escalates urgent enquiries.
- Answers on the first ring, day or night
- Books, reschedules and confirms appointments
- Takes maintenance and after-hours requests
- Full call transcripts logged to your CRM
Component 05 of 6
SEO
Ranks for "conveyancer {suburb}" and the searches buyers run before they ask their agent.
Rank for the searches that actually convert in the suburbs and services you care about.
- Technical, on-page and local SEO
- Suburb and service landing page architecture
- AI-assisted blog and content programme
- Authority building and citation cleanup
Component 06 of 6
Analytics Dashboards
Matters by referrer, time to settlement, and where files actually stall.
One live dashboard showing leads, sources, response times and revenue — no more guesswork.
- Every lead attributed back to its source
- Response time and conversion rate tracking
- Channel-level cost per acquisition
- Automated weekly and monthly reporting
Before · After
What actually changes
Not capabilities in the abstract — the same five moments, handled the way they are now and the way they would be.
New matter
Manual onboarding, one file at a time
Client onboarded and ID requested the moment instructions land
"Where is my matter up to?"
A phone call and an interruption
Answered from live file status, day or night
Signed documents outstanding
Someone remembers to chase
Requested, reminded and escalated on a schedule
Settlement date approaching
Diarised, mostly
Milestone checks fire automatically at each step
Referring agent
Left in the dark
Kept updated at each milestone without you writing the email
Benefits
Five systems working as one
Each pillar is useful on its own. Together they close the loop — from attracting and capturing leads to converting and retaining customers.
Capture Every Matter
AI Chatbot
Instant Quote Form
Contract Review Request
Document Upload Portal
Appointment Booking
Agent Referral Forms
Convert Leads Faster
CRM
Automated Emails
SMS
Appointment Booking
Lead Scoring
Pipeline Automation
Automate Your Business
AI Voice Receptionist
Document Automation
Reporting
Proposal Generation
Workflow Automation
Retain Clients
Review Automation
Email Marketing
Post-Settlement Follow-up
Automated Birthday Messages
Automated Referral Campaigns
Workflow
How a lead travels through the system
From the first search to the referral that follows — the full journey, automated end to end.
STEP 01
Found in search
You rank for conveyancing quotes across your service area.
STEP 02
Instant quote issued
An online quote tool captures the matter details and the lead.
STEP 03
Onboarding automated
Engagement letter, ID verification and intake forms sent instantly.
STEP 04
Documents collected
Automated requests and reminders until every file is complete.
STEP 05
Deadlines tracked
Cooling-off, finance and building dates monitored with alerts.
STEP 06
Milestone updates
Buyer, seller and agent notified automatically at each stage.
STEP 07
Status calls absorbed
Voice AI answers routine "where are we up to?" calls instantly.
STEP 08
Post-settlement loop
Review requests and agent referral campaigns fire automatically.
The arithmetic
What the leak is worth
Your numbers, not ours. Move the sliders — the figure updates as you go.
Leaking per year
$0
$0 a week
Fixed-fee work, so this measures hours recovered rather than revenue won. Recovered capacity is what lets you take more matters without another hire.
Results
What conveyancers typically see
0%
Faster Lead Response
0%
Less Admin Time
24/7
AI Receptionist
0x
More Qualified Leads
Rollout
How the build actually runs
Capture ships first because it returns fastest. Search and campaign work is the slow half and we say so up front.
-
01
Week 1
Map and baseline
We trace every route an enquiry can take into your business and record what happens to each one today. Nothing is built yet. The baseline matters because it is what the result gets measured against.
-
02
Weeks 2–3
Capture goes live
The channels that stop the immediate leak — voice, chat, forms — deployed and connected to your existing systems. This is the fastest-returning part of the build and it ships first for that reason.
-
03
Weeks 4–6
Workflows and follow-up
Sequences, reminders and routing configured against your real process, then run in parallel with the manual version until the output matches. We do not switch anything off on trust.
-
04
Ongoing
Measure and tune
The dashboard goes live against the week-one baseline. Monthly review of what converted, what stalled and what to change. Search and campaign work compounds from here — this is the slow half, and it is where most of the eventual return sits.
Questions
What conveyancers ask us
No, and it is scoped so it cannot. It reports file status — documents received, searches ordered, settlement booked — and nothing beyond that. Any question that strays toward advice is routed to you. The boundary is enforced in the configuration, not left to the model's judgement.
The automation handles the request, the reminder and the filing. The verification itself stays with whatever VOI provider you already use, because that is where the compliance obligation sits and it should not move.
The onboarding and status-update workflows are usually where a small practice gets the most back, because those hours are coming directly out of a fixed fee. The larger components — voice, campaigns — are worth deferring until volume justifies them. We would rather scope down than sell you the full stack.
It escalates rather than sitting silent. Overdue steps surface on the dashboard and notify the responsible person, which is the opposite of a diary entry nobody opened.
Free consultation · No obligation.
Ready to automate your conveyancers workflow?
Book a free 30-minute strategy session. We will map your current lead journey, show you where leads are being lost, and give you the plan to fix it.