AI for property
AI for Australian conveyancers.
Every client wants to know where their settlement is at, and the phone rings all day asking. Meanwhile the documents you need to move the matter trickle in slowly because nobody has chased them. We build the AI system that answers enquiries, collects the documents, and pushes settlement-milestone updates so clients stop calling. The legal work and the PEXA settlement stay yours.
Plugs into the stack you already run
- LEAP, Actionstep or Triconvey (conveyancing practice management)
- PEXA (electronic settlement)
- GlobalX or InfoTrack (searches and verification)
- email + SMS clients actually read
- a website enquiry form, agent referrals and Google Business Profile
What can AI actually do for a conveyancing business?
It answers new matter enquiries in seconds, collects the documents you need from clients (ID, signed contracts, authorities) with polite reminders until they land, and sends clients clear settlement-milestone updates so they stop ringing for status. It chases the other side and the agent for outstanding items and keeps each matter moving. The legal work, the contract advice and the PEXA settlement stay entirely with the licensed conveyancer or solicitor. The AI runs the comms and the chasing, not the legal work.
The one that eats the week
What actually swamps a conveyancer.
The status-update treadmill and the document chase. Every client in a matter wants to know where their settlement is at, so the phone rings all day with the same question, and answering it is the work that keeps you off the matters themselves. Underneath, the ID, signed contracts and authorities you need to progress trickle in slowly because nobody has time to chase them one client at a time. Both leaks are pure comms and follow-up, and there is only one of you per file.
What you're doing now · What we'd ship instead
The before and after, in plain terms.
You, today
The phone never stops with where is my settlement
Every client in every matter wants a status update, and the calls come all day asking the same question. Answering them is the work that keeps you off the files that actually need a conveyancer.
Documents trickle in and stall the matter
ID, signed contracts, authorities, the trust account details. You chase each client one message at a time, and the matter cannot progress until they land. It is the least skilled and most time-consuming part of the file.
New enquiries go unanswered when you are heads-down
A buyer or agent refers a matter, but you are deep in a settlement and do not reply until tomorrow. By then they have engaged the conveyancer who answered first. The work was lost on speed.
Clients feel left in the dark between milestones
There can be days of quiet between cooling-off, finance and settlement, and a client who hears nothing assumes something is wrong and rings to check. The silence creates the very calls that interrupt you.
Chasing the other side eats your day
You wait on the other side's representative, the agent and the bank for outstanding items, and chasing them by hand is hours of follow-up that nobody enjoys and everybody needs done.
You look smaller than the firm down the road
A larger practice has someone answering instantly and updating clients on a cadence. A solo conveyancer who replies the next day reads as less on top of it, even when the legal work is meticulous.
You, with us
Status updates sent before the client has to ask
The AI pushes clear settlement-milestone updates at each stage, so clients always know where their matter is at and the status calls that used to interrupt you all day largely stop.
Documents collected without you nagging
ID, signed contracts and authorities get requested clearly and chased with polite, on-brand reminders until they arrive, so matters stop stalling on paperwork you had to gather by hand.
Every enquiry answered in seconds, in your business name
New matter enquiries from buyers and agents get an instant reply and the details captured, so you stop losing referred work to whoever happened to answer faster.
The other side and agents chased on a schedule
Outstanding items from the other side, the agent and the bank get followed up automatically, so matters keep moving without you spending your day on the phone chasing.
Matters logged cleanly in your practice system
Every enquiry, document and interaction is written into LEAP, Actionstep or Triconvey where you expect it, so the file stays current without manual data entry.
You present as the larger, more responsive practice
Clients updated proactively, documents collected on a system, enquiries answered instantly. The client and the referring agent experience a practice that has its act together, which is what earns the next referral.
A conveyancing practice runs on two things the client feels long before they judge the legal work: how quickly you answer, and how informed they feel as their matter moves to settlement. The trouble is that the person best placed to do both, you, is also the one reviewing contracts, ordering searches and managing the PEXA workspace across every open file. So the status calls eat the day, the documents trickle in, and new enquiries go cold. None of it is a competence problem. It is a there-is-only-one-of-me-per-file problem, and it sits squarely on the comms side of the line where AI belongs.
The status call is the thing that never stops
Think about what a status call actually is. A client has the biggest transaction of their life in your hands, days go quiet between milestones, and they ring to check nothing has gone wrong. Multiply that across every open matter and the phone never stops with the same question. Answering it is the work that keeps you off the files that actually need a conveyancer, and it is entirely preventable.
An AI system pushes clear settlement-milestone updates at each stage, in your business name, so clients always know where their matter is at. The call they would have made to check is replaced by an update that arrived before they thought to ask. The interruptions that used to fragment your day largely stop, and clients feel more looked-after, not less.
Document chasing and the cold enquiry
Underneath the calls sit two leaks that cost time and matters. The ID, signed contracts and authorities you need to progress trickle in slowly because nobody has chased them, and the matter stalls on paperwork. Meanwhile a referred enquiry sits unanswered while you are heads-down in a settlement, and the buyer engages the conveyancer who replied first.
The AI runs both on a schedule. Documents get requested clearly and chased with polite reminders until they land. The other side, the agent and the bank get followed up for outstanding items. New enquiries get an instant reply and the details captured. None of it is new work being invented. It is follow-up you already owed the matter, finally happening consistently.
Where the line sits, and it does not move
This is the part that matters most, and it is firm. Conveyancing is licensed or legal work. In NSW a conveyancer holds a licence under the Conveyancers Licensing Act 2003 and NSW Fair Trading, or the work is done by a solicitor under the Legal Profession Uniform Law, with equivalents in every state. The contract advice, the legal review, the assessment of searches and the PEXA settlement are your work and stay entirely yours. The AI gives no legal advice, never advises on contract terms or special conditions, never interprets a search result, and never effects or authorises a settlement. Any question touching the law or the contract is routed straight to you. The agent runs comms and document admin underneath your licensed work; it never crosses into the legal work or the settlement.
Selling season is when it earns its keep
The value spikes when the market does. The autumn and spring selling seasons drive a wave of new contracts and settlements, the pre-Christmas run stacks settlements into a tight window, and the post-Australia-Day period brings the next surge. That is precisely when a solo or small practice cannot also field status calls all day and chase every matter’s documents. An always-on system catches the surge you would otherwise lose to slow replies and stalled files, without a casual you only need for the busy stretches.
If you want the broader picture, the AI for Australian law firms guide covers client comms and document collection in depth, and the real estate overview maps the whole stack. When you are ready, book a free 30-minute audit and Jenn will name the two or three agents worth building first for your practice, quoted fixed in AUD.
Concrete, not hand-wavy
What the AI actually does for a conveyancer.
- Answers new matter enquiries from buyers and agents in seconds in your business name and captures the details.
- Sends clients clear settlement-milestone updates at each stage so they stop ringing for status.
- Requests and chases client documents (ID, signed contracts, authorities) with polite reminders until they all arrive.
- Follows up the other side, the agent and the bank for outstanding items on a schedule.
- Logs every enquiry, document and interaction into LEAP, Actionstep or Triconvey so the file stays current.
- Routes any question about contract terms, searches or legal matters straight to you, never answering it as a bot.
- Reminds clients of key dates (cooling-off, finance, settlement) without giving advice on what they mean.
- Replies to website, referral and Google Business Profile enquiries within seconds and routes new matters to you.
Where the line sits
Conveyancing is licensed or legal work. In New South Wales a conveyancer must hold a licence under the Conveyancers Licensing Act 2003, administered by NSW Fair Trading, or the work is done by a solicitor under the Legal Profession Uniform Law, with equivalent regimes in other states. The contract advice, the legal review, the searches assessment and the PEXA settlement are the licensed conveyancer's or solicitor's work and stay entirely with them. An AI agent must never give legal advice, never advise on contract terms or special conditions, never interpret a search result, and never effect or authorise a settlement. It answers enquiries, collects documents, chases the other side and sends milestone updates, while the licensed conveyancer or solicitor does the legal work and the settlement and remains accountable for the matter.
The cost question, answered straight
What this runs for a conveyancer.
A conveyancing practice lives on matter volume and the hours lost to status calls and document chasing. Recovering a single referred matter that would otherwise have gone to a faster firm, or handing back the hours spent fielding status calls and nagging for documents, covers the system many times over. For a solo or small practice, the build typically pays back inside the first month.
Where most conveyancers start
The packages we'd actually quote you on.
AI Front Desk
An always-on receptionist for service businesses, answers enquiries after 5pm, books appointments, sends reminders, escalates the tricky ones.
The flagship for conveyancers. Answers enquiries, pushes settlement-milestone updates, and absorbs the status calls that interrupt your day.
$1,500 AUD setup + $199 AUD/month
Read the brief →
AI Lead Engine
Every enquiry triaged, qualified and replied to in your voice, in under 5 minutes, even at 11pm on a Sunday.
Chases client documents and the other side on a schedule, and follows up referred enquiries so new matters stop slipping away.
$2,000 AUD setup + $499 AUD/month
Read the brief →
AI Bookkeeping Assist
An AI assistant for your existing bookkeeper, Xero categorisation, monthly draft prep, BAS sanity check before lodgement.
Keeps trust and office account reconciliation tidy in the background so the money side of the practice stays on top of itself.
$1,500 AUD setup + $399 AUD/month
Read the brief →
The short version
- The killer workflow for a conveyancer is the status-update treadmill and the document chase: the phone rings all day asking where settlement is at, while the documents needed to progress the matter trickle in unchased.
- AI runs the comms and the chasing, answering enquiries, collecting documents, chasing the other side and sending milestone updates, while the legal work, the contract advice and the PEXA settlement stay with the licensed conveyancer or solicitor.
- Conveyancing is licensed under the Conveyancers Licensing Act 2003 in NSW (or done by a solicitor under the Legal Profession Uniform Law); the AI gives no legal advice, interprets no search, and never touches the settlement, routing every legal question to a human.
- Recovering one referred matter that would have gone to a faster firm, or handing back the hours lost to status calls and document chasing, covers the build many times over for a solo or small practice.
Real questions conveyancers ask
Before-you-book questions.
Will the AI give legal advice or advise on the contract?
Never, and that is the hard line. Contract advice, the legal review, interpreting searches and the settlement itself are the licensed conveyancer's or solicitor's work. The AI answers enquiries, collects documents, chases the other side and sends milestone updates, but it gives no legal advice, never advises on contract terms or special conditions, and never interprets a search result. Any question touching the law or the contract is routed straight to you. The legal work and the PEXA settlement stay entirely with you.
Will it touch the PEXA settlement?
No. Effecting and authorising the settlement is licensed work and stays with you. The AI keeps the matter moving around the settlement, collecting documents, chasing the other side, and updating the client on milestones, but it never effects, authorises or interferes with the PEXA workspace or the settlement itself. That remains entirely in your hands.
Does it work with LEAP (or Actionstep, Triconvey)?
Yes. We build around the practice management system you already run. The AI writes enquiries, documents and interactions into LEAP, Actionstep or Triconvey where you expect them, and pushes you a clean summary of anything needing your judgement. We do not migrate you off your platform or PEXA; we add the comms and document-chasing layer on top of it.
I'm a solo conveyancer. Is this worth it?
It is exactly the operator it is built for. A solo conveyancer is the one most interrupted by status calls and most short on time to chase documents, because there is no support staff to absorb it. The system is what lets a one-person practice update clients proactively, collect documents on a schedule and answer enquiries instantly, the way a larger firm does, without hiring an assistant.
Will clients know they are dealing with an AI?
It is tuned to your practice, your matters and your tone, so it reads as your business rather than a generic bot. Most conveyancers run it in shadow mode for a week first, seeing exactly what it would have said before it goes live, and any question touching the law, the contract or the settlement is routed to you, never answered by the AI.
We build this Australia-wide
Every agent we ship is remote-first, so we work with conveyancers across the country. AI consultants in Melbourne, Sydney, Brisbane, Perth, Adelaide, Canberra, Gold Coast, Newcastle , or anywhere in Australia.
If you run a conveyancer business, book the 30-minute audit.
Jenn maps your business live on the call, names the two or three highest-ROI agents we'd build for a conveyancer, and quotes them fixed in AUD on the spot. No deck. No pitch theatre. No obligation.
Or email Jenn directly: jenn@onautopilot.com.au, reply within 1 business day, AEST.