One Flow unifies all the individual solutions used in your Property Matters into a simple and intuitive interface.


Be guided through client onboarding, due diligence, contract preparation, exchange and settlement. 


Table of Contents


Getting Started

Currently available for NSW Purchase, Sale and Proposed Sale matter types only.  Must be on V9.5 or higher.  See how to check your triConvey version here.




Demonstration video

Check out this comprehensive demonstration video.  Current as at 3 April 2025.




Product Updates and changes

Our team is committed to listening to your feedback and implementing updates and changes to enhance your experience.


To keep up to date with the latest updates, please click here.




FAQs

General

Is the workflow available for use in all Australian states?
In it’s current iteration, the workflow is available in NSW, with plans for expansion.
What are the costs associated with the workflow?
What are the minimum details required in order to open a matter before we upload the contract?
Can users pick and choose which features to use?
What happens if we have already completed a title search before we compile the contract?
If I am halfway through a matter, can I access this workflow?
What happens if you cease the workflow partway through?
When you upload the sales advice, what happens if you already have an existing card in triConvey? Does it ask to use this or does it automatically make a new card?


Client Onboarding

What is the cost to brand the client portal?
There are no costs to brand the client portal. Simply upload your firm’s logo from your Account Settings > Firm Detail within your triSearch account.
Is there a client intake form?


Contract Preparation

Are there restrictions on using the workflow depending on the size of the contract?
Access to this workflow is not restricted based on file size of a contract.
Can we upload documents to add to the Contract of Sale from the triConvey file or do the documents have to be saved to the desktop and uploaded from there?
Will the contract front page have the abililty to populate accurate completion dates instead of just a number of days with the new workflow?
When sending the contract using the link/"email via triConvey", is this a live link? For example, if an amendment was made, would everyone with this link access the updated contract?
If the contract is signed with a real estate agent, does this impact the process? Can this step be skipped?
Are properties with multiple lots/titles supported?


Contract Exchange

Does this signing platform achieve everything that DocuSign does?
Yes, the workflow uses DocuSign technology for signing.
When sending the contract using the link/"email via triConvey", is this a live link? For example, if an amendment was made, would everyone with this link access the updated contract?
Are there restrictions on using the workflow depending on the size of the contract?
If the contract is signed with a real estate agent, does this impact the process? Can this step be skipped?


Post Exchange

What is the smart bundle feature displayed in the actions panel of my purchase matter when ordering certificates?
Smart bundles are a quick select tool, where certificates are preselected based on your previous orders for that particular Local Government Area (LGA). For new clients, smart bundles become available when you start creating certificate orders.
Can I update the certificates in my smart bundle which are preselected?


Settlement

Can you select your own firm for settlement or do you need to use SettleIT?
SettleIT is integrated into the new workflow as a flexible electronic settlement solution. SettleIT will take care of the administration side of your settlement, so you can focus your time and energy on providing legal advice and building client relationships. However, you don’t have to engage SettleIT service to use the other products available within the workflow.

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