One Flow coming soon - VIC Purchase & Sale Matters
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about 10 hours ago
by Hayley Roughley
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Hayley RoughleyAdmin
One Flow brings all the moving parts of a conveyancing matter into a single, intuitive workflow. From client onboarding through to settlement, every step is connected and streamlined inside triConvey.
What you can expect
Client Onboarding and VOI – Onboard and verify your clients’ identity through a secure branded portal, while supporting AML/CTF obligations.
Property Due Diligence – Easily select and order the Searches & Certificates you need.
Contract Preparation & s32 – Prepare the vendor statement and build contracts faster with automated collation, arrangement, and custom clauses.
Contract Exchange – Compile and share contracts quickly via a secure link.
Settlement – With everything automated along the way, you’ll reach settlement with full visibility of your workspace.
Join the One Flow Beta program
Before full rollout, clients can join the One Flow beta program. This gives you early access to One Flow for VIC Purchase & Sale Matters, along with direct support from our team as you test it in live matters. Sign up for the Beta testing here.
Requirements
To access One Flow, make sure your triConvey software is updated to v9.5 or higher.
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One Flow brings all the moving parts of a conveyancing matter into a single, intuitive workflow. From client onboarding through to settlement, every step is connected and streamlined inside triConvey.
What you can expect
Join the One Flow Beta program
Before full rollout, clients can join the One Flow beta program. This gives you early access to One Flow for VIC Purchase & Sale Matters, along with direct support from our team as you test it in live matters. Sign up for the Beta testing here.
Requirements
To access One Flow, make sure your triConvey software is updated to v9.5 or higher.
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