Success!

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

The engine room of conveyIT
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

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

Document tasks have embedded links that allows conveyIT’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

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

The conveyIT’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

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

Keep your clients and other parties to the transaction, informed every step of the way with conveyIT’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

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

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

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

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 stays in step with the ever-changing requirements of property law
conveyIT is hosted by Amazon Web Services the world’s leading cloud services host

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88

We know you are likely to have lots of questions about conveyIT 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

conveyIT Maestro functions

What types of conveyancing transactions are covered?
Three workflows are currently available – residential property sale, purchase and refinance. 2019 will see the addition of purchase of retirement village occupation rights, commercial property sale and commercial property purchase workflows.

Does conveyIT Maestro cover commercial transactions?
Commercial property sale and purchase workflows will be added in early 2019.

Does conveyIT Maestro cover all tasks and precedents in a conveyancing workflow?
Workflows cover 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, fee simple, cross lease and unit title property types are covered.

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 is opened in Microsoft Word and can be edited as you would edit any other document.

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 drive or file structure. Currently, conveyIT Maestro is compatible with and integrated into Infinitylaw IDM and LAWbase document management systems.

Can I use other text message providers?
Your standard conveyIT Maestro installation uses the Clickatell SMS gateway (http://www.clickatell.com). There is the option to configure SMTP for an existing email to text gateway. Compatibility will be reviewed at installation and can be configured at an additional cost.

Can I add or delete tasks in a workflow?
Tasks can be added or removed from a specific matter workflow. conveyIT Maestro workflows can also be customised (tasks added or removed) for individual firms.

What practice management systems do you integrate with?
conveyIT Maestro currently integrates with Infinitylaw and LAWbase. Other practice management systems will be added in due course. Integration includes pushing client names, addresses and contact details for conveyancing matters from the practice management system to the website, and syncing documents from the firm’s document management system to the website.

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?
Workflows contain tasks that are hyperlinks to the Landonline logon page. Future development of Landonline in the near future may provide the opportunity for more comprehensive integration.

Can I upload my existing client contacts and matters into convey it Maestro?
If you are using Infinitylaw or LAWbase both your client details and matters are automatically synchronised with conveyIT Maestro. For other practice management systems a one-off bulk load of clients is available and can be organised at an additional cost.

Can I send updates to my clients via conveyIT Maestro?
Yes, workflows contain notification tasks that allow you to send email and text updates to various parties at critical points in the transaction.

Can I send correspondence to my clients via email?
Yes, conveyIT Maestro provides the ability 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 your practice management system, from the conveyIT Maestro client’s contact record or from the document repository.

Access

Can I access conveyIT Maestro from my mobile device?
Yes, conveyIT Maestro has been designed to optimise for a mobile experience.

Can I access conveyIT 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. If you require different addresses or branding on documents you will need to contact us to set this up for you. There may 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 for this.

Can I add my own brand and letterhead?
Yes we can set up multiple brands and multiple letterhead configurations.

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, Conveyancing Solutions provides a business hours helpdesk for conveyIT Maestro customers. You can also contact us via Twitter @conveyit1 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. 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. 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.

Let's talk.

Want to talk to someone about conveyIT? Call our Sales team or request a call back and we’ll get right back to you.

Freephone 0508 33 22 88