Table of Contents


Create a SA Sale of Land matter

1.    Select New Matter from the triConvey Home Dashboard.


2.    Select State: SA.


3.    Select Matter Category: Conveyancing.


4.    Select Matter Type: Sale.


5.    Click 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.    Double-click Vendor and complete required contact details.  

Tip:  To add an additional Vendor, right click on Vendor and select Add Vendor.



3.    Complete contact details for PurchaserPurchaser Solicitor and Vendor's Agent if available.


4.    Double-click Property Details to enter the Address, Authority References, Tenancy Details and Contact Details.


5.    Select the Title Particulars tab to enter the Title Reference details.


6.    Double-click Conveyancing Details and enter the Price, Deposit Breakdown and Key Dates.


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


8.    From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Sellers Agent as well as the Agent's commission and fees under Agent's Details, Discharging Mortgagee, Settlement Agent, Council and Water Authority.


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