Sale - ACT

The Sale (ACT) matter type provides the necessary contact cards and layouts for a sale of a Real Property Transaction.

Table of Contents

• Getting Started
• Create an ACT Sale matter
• Complete Matter Details
• Precedent Library

Getting Started

This is a general guide of the information required to create a matter.  The minimum details required to create a matter is Matter Number and Seller.

Create an ACT Sale matter

1.    Select New Matter from the triConvey Home Dashboard. 

2.    Select State:  ACT. 

3.    Select Matter Category:  Conveyancing. 

4.    Select Matter Type:  Sale. 

5.    Select Next.

Complete Matter Details

1.    Double-click Info and complete required details.

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.

2.    Click the Seller field and complete required contact details.

Tip:  To add an additional Seller, right click on the Seller, select Add Seller and then choose from Same Solicitor or Different Solicitor.

3.    Complete contact details for Buyer and their Solicitor and Seller's Agent if available. 

4.    Click the Property Details field to enter the Property Information and Title Particulars.

5.    Click the Conveyancing Details field to enter the Contract & Settlement details.

6.    To add uncommon contacts to your matter layout, select the gear icon from the top right corner of the Matter. 

7.    From Show/hide details for this matter, select the additional contact/s to be displayed in your matter.

Learn how to select uncommon contacts from within the matter.

Precedent Library

The Sale (ACT) matter provides access to the Sale (ACT) Precedent Profile. This pre-set Precedent Library folder contains non-legally drafted precedents for everyday use, together with shortcuts to commonly used documents found under Court & Authority forms:

triConvey provides automated forms from Access Canberra which includes the Transfer form. 

If the Precedent Profile does not appear in the Precedent Library, please ensure that you have subscribed to the Precedent Profile.