FAQs

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

Does ConveyIT 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 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 to save files to a chosen drive or file structure. Currently, ConveyIT is compatible with and integrated into Infinitylaw IDM and LAWbase document management systems.

Can I use other text message providers?
Your standard ConveyIT 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 workflows can also be customised (tasks added or removed) for individual firms.

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

Can I order a title through ConveyIT ?
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 ConveyIT?
If you are using Infinitylaw or LAWbase both your client details and matters are automatically synchronised with ConveyIT.  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?
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 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 client’s contact record or from the document repository.

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

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

Can I use ConveyIT 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.

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.

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?
There is no current limit to the number of documents that you can store.

How secure is my clients’ data?
Very! ConveyIT 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 is hosted out of Amazon Web services Pacific data centre in Sydney.

Do you have a helpdesk?
Yes, Conveyancing Solutions provides a business hours helpdesk for ConveyIT customers.  You can also email us at support@conveyit.co.nz.

What training do you provide?
Initial training is provided to all staff that will use ConveyIT. 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.