• DASHBOARD
  • ENGINE ROOM
  • PRODUCTIVITY
  • PAPERLESS
  • COMMUNICATION
  • NATIONAL DATA
  • EXPERTS
  • QUESTIONS

conveyIT Maestro’s convenient and easy to use dashboard gives you a complete overview of your conveyancing workload allowing you to forecast and manage your workload like never before.

  • Never miss a task or key date again
  • Daily snapshot of your conveyancing workload and across the entire office
  • View conditions and settlements due now and within the next seven days
  • All your tasks and the tasks of others in the office are available to view
  • Convenient links take you quickly and easily to your matters
  • Manage workloads and plan ahead
  • Manage and reallocate work due to unexpected staff absences

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Well laid out and easy to use! The matter view is the engine room of conveyIT Maestro. Tasks and stages are clear and logical, making working through each stage of the transaction child’s play!

  • The engine room of conveyIT Maestro
  • Everything is well laid out and in one place
  • Add contract conditions and stages quickly and easily
  • Embedded regional working day calendar function ensures accuracy
  • Colour coded stages to keep you on track
  • Add new stages or new tasks within the workflow in seconds
  • Drag and drop tasks up-and-down stages as required
  • Easy to use complete or task deletion function keeps you on track

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Document tasks have embedded links that allows conveyIT Maestro’s document Wizard to step you through each option or inclusion. Allowing you to provide professional looking documents on your letterhead or with your brand quickly and accurately.

  • Keep your client and parties to the transaction informed and up to date
  • Pre-populated contact information from master matter data
  • An easy to use “wizard” steps you through the precedent inclusions for your document
  • Templated, customisable document content produces documents in Word and PDF format
  • Produce documents on your letterhead or with your brand
  • Branding, style and content fully customisable to your needs
  • Document entity allows for digital transmission by email

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The conveyIT Maestro’s email wizard makes sending electronic documents to clients a breeze, saving you time and money!

  • Join the revolution of a paperless office
  • All documents generated held in your accounts document repository
  • Send or resend individual documents electronically by email
  • Attach multiple documents by email
  • Predefined email templates makes sending digital documents quick and easy

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Keep your clients and other parties to the transaction, informed every step of the way with conveyIT Maestro’s easy-to-use notification alert tool.

  • Allows quick and easy communication by email or text message
  • Pre-populated message
    templates
  • Addressing data added from contact information
  • Allows for messaging to key industry groups
  • Messaging available via Clickatell

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Access 1000’s of preloaded contacts for use in documents and precedents. Our national contact data is constantly updated by our customer community, keeping it fresh and accurate.

  • Add contact information to workflow transactions quickly and easily
  • 1000’s of individual contact records across 13 industry contact groups
  • Logically laid out in industry groups
  • Addressing data added from contact information
  • Client and Contact data automatically synchronised with Infinitylaw
  • Constantly updated by the customer community

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With a total of over 75 years experience in the conveyancing business we think we know a thing or two about property law and how to build industry leading workflow solutions!

  • More than 16 years workflow product experience
  • The majority of our team have worked for legal practices for over 15 years
  • Our subject matter expert is a legal executive and has 35 years experience in property conveyancing
  • We have the relationships that mean that conveyIT Maestro stays in step with the ever-changing requirements of property law
  • conveyIT Maestro is hosted by Amazon Web Services the world’s leading cloud services host

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We know you are likely to have lots of questions about conveyIT Maestro so we tried to think of as many things as we can that you might like to ask us. If we have missed something then contact us and we will answer your question within 24 hours

Maestro functions

What types of conveyancing transactions are covered?
conveyIT Maestro covers 3 transaction workflows. A property sale, a property purchase, and a refinance transaction.

Does conveyIT Maestro cover commercial transactions?
No, conveyIT Maestro does not specifically cover commercial transactions however there are tasks within the standard sale and purchase workflows that connect to the company’s office for diligence.

Does conveyIT Maestro cover all tasks and precedents in a conveyancing workflow?
conveyIT Maestro covers most conveyancing scenarios (upward of 90%) however; you can add additional tasks within a workflow to cope with any uncommon or unique circumstances.

Does conveyIT Maestro cover all property titles?
Yes, conveyIT Maestro covers fee simple, cross lease and unit titles.

What format are documents output in?
Documents are output in Microsoft Word and Adobe PDF.

Can I modify a document after it’s produced?
Yes, once a document is created by the document Wizard it can be edited within Microsoft Word.

Can I save documents to my local hard drive or practice management system?
Yes, during your installation we will configure conveyIT Maestro to save files to a chosen hard drive or file structure. Currently, conveyIT Maestro is compatible with and integrated into Infinitylaw. Other common practice management systems will be added in due course.

Can I use other text message providers?
Your standard conveyIT Maestro installation comes with access to Clickatell SMS gateway (http://www.clickatell.com). There is an option to connect to a text message service via an SMTP server protocol that can be configured at an additional cost.

Can I add or delete tasks in a workflow?
Yes, you can add or delete tasks within a workflow. However these modifications are contained within that specific workflow and will need to be deleted again in a new workflow.

What practice management systems do you integrate with?
conveyIT Maestro currently integrates with Infinitylaw, other practice management systems will be added in due course.

What trust systems do you integrate with?
conveyIT Maestro is a stand-alone system and does not currently integrate with any trust management systems.

Can I order a title through conveyIT Maestro?
conveyIT Maestro links directly with Land Information New Zealand’s web however because of LINZ security we can only take you as far as the login landing page. Future development will see improvements in the integration of conveyIT Maestro with LINZ.

Can I upload my existing client contacts and matters into convey it Maestro?
If you are using Infinitylaw then both your client contacts and matters are automatically synchronised with conveyIT Maestro.

Can I send updates to my clients via conveyIT Maestro?
Yes, conveyIT Maestro has a notification tool that allows you to send updates at critical points in the transaction. There are tasks specifically linked to the notification tool to allow for this. Notifications are sent by both email and text message to various parties in the transaction.

Can I send correspondence to my clients paperlessly via email?
Yes, conveyIT Maestro has a facility that allow issue to customise and send all documents via email. Can I allow clients to access their matters via the workflow? No not at present however this is a planned development for a future stage.

Can I modify and re-print a document?
Yes, you can do this from either the client’s contact record or the document repository.

Access

Can I access convey at Maestro from my mobile device?
Yes, conveyIT Maestro has been designed to optimise the browser for mobile devices.

Can I access convey at Maestro from my home or outside my office?
Yes, provided you have access to the internet and your user credentials you can access conveyIT Maestro from anywhere.

Can I use conveyIT Maestro across all our offices?
Yes, you can access your account from any location however if you require different addresses or branding on documents you will need to get us to set this up for you. There will be an additional cost for doing this.

Customisation

Can I modify precedents and workflow items?
Yes, we can add customised precedents and tasks to workflows, however there is an additional cost.

Can I add my own brand and letterhead?
Yes we can set up multiple brands and multiple letterhead configurations, however there is an additional cost to do this.

System and Data Security

Are my client contacts and matters seen by others?
No, your private client contact records and matters cannot be seen by others.

Can I see the workflows of other authors and can they see mine?
Yes, your workflows and transactions can be seen by other authors provided they are set up as such in your account.

Where are my documents stored?
Your documents are saved and stored in the cloud which is hosted by Amazon Web Services. You have the additional facility of synchronising to Infinitylaw or saving documents to a file structure.

How many documents can I store in conveyIT Maestro?
There is no current limit to the number of documents that you can store.

How secure is my clients’ data?
Very! ConveyIT Maestro is hosted in the cloud by Amazon Web Services. This is an internationally recognised and respected cloud hosting provider and is used by a number of financial institutions and multinational corporate’s across the world. ConveyIT Maestro is hosted out of Amazon Web services Pacific data centre in Sydney.

Training and Support

Do you have a helpdesk?
Yes, conveyIT Maestro has a business hours helpdesk. You can also contact us via Twitter or email us at support@convey it.co.nz.

What training do you provide?
Initial training is provided to all staff that will use conveyIT Maestro. This is provided remotely via GoToMeeting or WebEx. On-site training can be provided but there is an additional cost.

Can I get training for new staff?
Yes, we can provide training for new staff. This is provided remotely via GoToMeeting or WebEx. On-site training can be provided but there is an additional cost.

Do I have to pay for training?
There is no charge for initial training; however additional training may carry an additional charge.

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  • John Gilding
    Everyone in the firm uses it. No-one complains
    Kim Thomson, John Gilding & Associates
  • Antony Steiner
    Our trained people have all said it’s brilliant.
    Antony Steiner, Langley Twigg
  • I use it all the time as it’s integrates with all my files
    Fiona Taylor, Smith and Partners
  • I use it all the time. It’s a big part of my every day.
    Trudy Carrig, Gibson Sheat incorporating Logan Gold Walsh
  • I had heard good things about conveyIT I wasn't disappointed
    Dana Busch, McFadden McMeeken Phillips
  • Richmond Law
    I find conveyIT great, awesome, as I can’t forget anything
    Felicia Livingstone, Richmond Law
  • Langley Twigg
    It’s handy to have everything in one place and it’s easy
    Nicky Mason, Langley Twigg