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Hayley Roughley Admin

View all new updates to matter types, automated forms and precedents for your area of law and state.



Matter Type Amendments and Updates

WA - ConveyancingFor the Conveyancing General, Purchase and Sale Matter Types, the Date Calculators on the Conveyancing Details layout now has a "working days" option for selection.



Form and Precedent Updates

NSW - Conveyancing
  • Deleted Application for Replacement Certificate of Title in NSW Forms/LRS Forms as it is no longer available on LRS website.

  • Deleted the following in NSW Forms/LRS Forms/PDF Forms: 
    • Transfer 
    • Transfer by a Local Council
    •  Transfer Without Monetary Consideration 

      These forms were originally provided in a separate subfolder at the request of some clients who preferred the form to reflect the exact format in NSW LRS website rather than being automated. Now that lodging LRS documents via PEXA is more common, we have decided to discontinue providing these forms. If you require them, you can upload your own copies to the precedent library. Automated versions of the forms remain available in the LRS folder. 
  • Updated Application for Preparation of Lapsing Notice in NSW Forms/LRS Forms.
QLD - Conveyancing
  • Added Residential Tenancy Authority (new folder) under QLD Forms, which contains Notice to Leave (form 12).

  • Deleted the following from QLD Forms/Conveyancing Forms: 
    • Contract for Commercial Lots in a Community Titles Scheme - Reference Schedule 
    • Contract for Commercial Land and Buildings - Reference Schedule 
    • Contract for Residential Lots in a Community Titles Scheme - Reference Schedule 
    • Learn more about this change
  • Added Manufactured Homes Precontractual Disclosure Waiver to QLD Forms/Conveyancing Forms.

  • Updated Lease or Sublease in QLD Forms/Land Registry Forms.
QLD - Leasing
  • Updated General Tenancy Agreement in QLD Forms/Leasing Forms.

  • Updated Lease or Sublease in QLD Forms/Land Registry Forms.



Lexon Insurance Updates

QLD - ConveyancingUpdated the following in Lexon Insurance/Conveyancing/Sale/Automated/Residential and Non-Automated/Residential:
  • 1(A). Initial Contact Letter - Seller (Residential - REIQ) - Prospective client
  • 1(B). Initial Contact Letter - Seller (Residential - REIQ) - Contract received
  • 4d. Seller Contract, Disclosure and Property Report Residential


Updated the following in Lexon Insurance/Conveyancing/Sale/Automated/Seller Commercial and Non-Automated/Seller Commercial: 

  • 1(A). Initial Contact Letter - Seller Commercial - Prospective client
  • 1(B). Initial Contact Letter - Seller Commercial - Contract received
  • 4. Seller First Letter Commercial
  • 4d. Seller Contract, Disclosure and Property Report Commercial 


Updated the following in Lexon Insurance/Conveyancing/Purchase/Automated/Commercial and Non-Automated/Commercial: 

  • 4. Buyer First Letter Commercial
  • 4d. Buyer Contract, Disclosure and Property Report Commercial


Updated the following in Lexon Insurance/Conveyancing/Purchase/Automated/Off The Plan CTS and Non-Automated/Off The Plan CTS: 

  • 4d. Buyer Contract and Property Report OTP CTS


Updated the following in Lexon Insurance/Conveyancing/Purchase/Automated/Off The Plan Vacant Non-CTS and Non-Automated/Off The Plan Vacant Non-CTS: 

  • 4d. Buyer Contract and Property Report - OTP Vacant (Non-CTS)


Updated the following in Lexon Insurance/Conveyancing/Purchase/Automated/Residential and Non-Automated/Residential: 

  • 4. Buyer First Letter Residential
  • 4d. Buyer Contract, Disclosure and Property Report Residential


Updated the following in Lexon Insurance/Conveyancing/Purchase/Automated/Rural and Non-Automated/Rural: 

  • 4. Buyer Contract, Disclosure and Property Report - Rural
QLD - MortgageUpdated the following in Lexon Insurance/Lexon Insurance/Mortgage/Mortgagee/Automated and Non-Automated:
  • Reverse Mortgage and Equity Release Letter
QLD - BusinessUpdated the following in Lexon Insurance/Lexon Insurance/Business/Purchase/Automated and Non-Automated: 
  • Business Acquisition (Purchaser) Risk Pack Completion Checklist
  • Business Asset or Business Entity Acquisition - Overview - Purchaser
  • Purchaser Part 1(A) - Scope Letter - Minimal Instructions
  • Purchaser Part 1(B) - Scope Letter
  • Purchaser Part 2 - Letter - Confidentiality Deed
  • Purchaser Part 3(A) - Initial Letter to Purchaser - Legal Due Diligence
  • Purchaser Part 3(B) - Initial Letter to Vendor - Purchaser Legal Due Diligence
  • Purchaser Part 3(C) - Letter to Purchaser's other Advisers - Legal Due Diligence
  • Purchaser Part 3(D) - Letter to Purchaser - Legal Due Diligence
  • Purchaser Part 3(E) - Letter to Purchaser Subsequent to Legal Due Diligence Report
  • Purchaser Part 3(F) - Letter to Vendor - Purchaser's Decision
  • Purchaser Part 4 - Pre-Contractual Letter to Purchaser
  • Purchaser Part 5 Option 1 - Letter to Purchaser - Contractual Issues (Business Sale)
  • Purchaser Part 5 Option 2 - Letter to Purchaser - Contractual Issues (Equity Sale)
  • Purchaser Part 6 - Letter to Purchaser - Post Contract Issues
  • Purchaser Part 7 - Preparing for Completion
  • Purchaser Part 7 - Settlement Statement
  • Purchaser Part 8 - Letter to Purchaser - Post-Completion


Updated the following in Lexon Insurance/Lexon Insurance/Business/Sale/Automated and Non-Automated: 

  • Business Acquisition (Vendor) Risk Pack Completion Checklist 
  • Business Asset or Business Entity Acquisition - Overview - Vendor 
  • Vendor Part 1(A) - Scope Letter - Minimal Instructions 
  • Vendor Part 1(B) - Scope Letter Vendor 
  • Part 2 - Letter - Confidentiality Deed 
  • Vendor Part 3 and 4 - Due Diligence and Pre-Contractual Vendor 
  • Part 5 Option 1 - Letter to Vendor - Contractual Issues (Business Sale) Vendor 
  • Part 5 Option 2 - Letter to Vendor - Contractual Issues (Equity Sale) Vendor 
  • Part 6 - Letter to Vendor - Post-Contract Issues Vendor 
  • Part 7 - Preparing for Completion Vendor 
  • Part 7 - Settlement Statement Vendor 
  • Part 8 - Letter to Vendor - Post-Completion



triConvey Desktop App Reports Updates

Conveyancing - Agents Report 
  • Hyperlink to Matter, an Included Column filter, and filter saving functionality 
  • New Filter: Branch filter and Group by 'Branch' option

Lead - Closed Lost Report 
  • Hyperlink to Matter, an Included Column filter, and filter saving functionality 
  • New Filter: Branch filter and Group by 'Branch' option
Lead - Referral List Report 
  • Hyperlink to Matter, an Included Column filter, and filter saving functionality 
  • New Fields: 
    • Referrer Email 
    • Referrer Phone 
    • Branch 
  • New Filter: Branch filter and Group by 'Branch' option
Lead - Marketing Report 
  • Hyperlink to Matter, an Included Column filter, and filter saving functionality 
  • New Fields: 
    • Lead Status 
    • Referrer 
    • Person Assisting 
    • Person Introducing 
    • Branch 
  • New Filter: Branch filter and Group by 'Branch' option

Matter - Next Steps Report
  • Hyperlink to Matter, an Included Column filter, and filter saving functionality 
  • New Filter: Branch filter and Group by 'Branch' option

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