Matter Management

One electronic file for all your client and matter related information.

THE ELECTRONIC MATTER

No longer will you have to fill out contact cards and forms by hand to put in your manila folder. The electronic matter in Conveyance Soft requires you to input the data only once then populates this information into any form or document relevant to your matter. You can see at a glance all your client’s details as well as other matters in which your client has been involved and use the tools available to check for conflicts.

FIND YOUR MATTER QUICKLY

Increase efficiency by searching and finding your matters instantly within Conveyance Soft

ALL YOUR MATTER INFORMATION IN ONE PLACE

Improve synergy within your team by having only one matter file. All your staff will have access to the most
up-to-date information from anywhere at anytime.

MATTER TYPES PRE-CONFIGURED TO SAVE
YOU TIME

Save time with pre-configured matter types in all
common areas of law available within Conveyance
Soft. This functionality allows you to enter all your
critical matter information straight into you
electronic matter.

AUTOMATIC SAVING OF DOCUMENTS/
FORMS/ EMAILS/ SEARCHES TO YOUR
MATTER

Keep all matter related correspondence, documents,
emails, forms, scans and faxes in one place within
your electronic matter. These are saved directly to
Conveyance Soft so you can easily find, view and
access every matter related document on
one screen.

AUTOMATED PRECEDENTS

ContentCreate documents fast and accurately by accessing an extensive set of up-to-date precedents directly from your electronic
matter. You can import your own precedents or modify the ones currently in Conveyance Soft.

MANAGE YOUR MATTERS FROM THE PALM OF YOUR HAND

Conveyance Soft also offers a mobile application that enables you to manage all your matters from the palm of your hand.

Settlement Statement

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Automated Documents

Access the most extensive and up-to-date range of legal forms.

THE MOST EXTENSIVE & UP-TO-DATE RANGE OF LEGAL FORMS AVAILABLE

Don’t waste time searching multiple websites for the correct form. You can find the most up-to-date form for your matter directly from the electronic matter in Conveyance Soft. This includes access to the most highly sophisticated forms such as Settlement Adjustment Sheets.

AUTOMATED FORMS

You will never have to create a form from scratch again. Once your electronic matter has been set up in Conveyance Soft, you can quickly and accurately merge this data into a document to produce your form. This form is then automatically saved back to your electronic matter.

SEND & RECEIVE EMAILS FROM YOUR MOBILE

You can access and send forms directly from your mobile and the correspondence is automatically recorded in your electronic matter in Conveyance Soft.

Explore FeaDocument Management tures

Create your own accurate documents, fast.

CREATE DOCUMENTS ACCURATELY

With Conveyance Soft, you can upload your own customised precedents, making it easy for you to produce accurate documents, fast.

CREATE DOCUMENTS EFFICIENTLY

Conveyance Soft integrates seamlessly with Microsoft Outlook, MS Word, MS Excel and Adobe PDF so you can create documents in any format. Your data automatically merges creating your documents quickly, accurately and stress free.

Document Management

Keep all your documents saved to the correct matter.

FIND DOCUMENTS FAST

All versions of your documents in Conveyance Soft are saved to the correct electronic matter and you can roll back to a previous version of a document at any time, making it easy for you to find the document you are looking for, fast.

Mobility

Cloud based technology.

WORK EFFECTIVELY FROM ANYWHERE AT ALL TIMES

Conveyance Soft combines the convenience of the internet with the power of Windows so you can work online or offline from anywhere. You may be in court, at home or in the office, but wherever you are, you can manage all your matters, even from the palm of your hand with Conveyance Soft Mobile.

AUTOMATIC BACKUPS, UPGRADES AND UPDATES

Using Conveyance Soft saves your small law firm time and energy by ensuring your practice management software is constantly updated using cloud technology. View a diagram of how cloud technology works. All your data is hosted by Conveyance Soft and transmitted through the cloud so all your backups, content updates and software upgrades happen automatically through a SECURE data transmission!

OVERCOME THE SKILLS SHORTAGE

Due to the mobility of Conveyance Soft, your firm can spread your net wider to find the right staff; remote bookkeepers, highly skilled retirees or part timers, graduates unwilling to move from big cities, others living in remote areas or those only willing to work from home. Download your free whitepaper.

Marketing

Your own customised website, blog and newsletter

BRAND YOUR BUSINESS

Creating a website for your practice is the first Marketing exercise your small law firm needs to do. When you acquire Conveyance Soft, we build your website custom designed to your needs (you have a choice from a wide variety of modern WordPress templates), and host it for you so you hit the ground running. The Conveyance Soft Websites team are dedicated to helping small law firms grow and have already developed over 1000 successful, custom designed websites across Australia.

GAIN A COMPETITIVE EDGE & GENERATE NEW BUSINESS

search Engine Optimisation is crucial for attracting new business to your small law firm. The first place many consumers look when trying to find a service is through search engines such as Google. Conveyance Soft helps you gain a top spot in search results to out-do your competitors and attract more business.

OPEN COMMUNICATION CHANNELS

No longer will you have to fill out contact cards and forms by hand to put in your manila folder.

REACH A WIDER AUDIENCE

Mobile devices are rapidly becoming the most common way in which consumers use the Internet. Therefore, your website must be easily viewable on all platforms as weel as integrate with other social media channels. Using Wordpress template options means your website will automatically render when viewed from a Smartphone or tablet device, ensuring potential clients never miss out on accessing your information.

YOU HAVE THE CONTROL

After building your website, newsletter and blog functions for your small law firm, we hand back the reins so you have complete control over your content.