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Hayley Roughley Admin

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.


Watch the full demo here.



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.


Requirements

To access One Flow, make sure your triConvey software is updated to v9.5 or higher.

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