CounselOS for · Conveyancers
Practice management for conveyancers and property lawyers
Conveyancing is deadline-driven: contracts, finance, searches, adjustments, and settlement day coordination. CounselOS gives you matter workflows for purchase and sale files, Australian trust accounting, compliance calendars, and document storage on one record. We do not claim live integrations with electronic settlement platforms on this website — confirm any settlement workflow requirements in your demo. Governed AI can assist with correspondence drafts; conveyancers and lawyers review before clients receive them.
Pain points we hear
- Purchase and sale checklists live in Word while trust lives in another system.
- Settlement dates and critical conditions scattered across email and diaries.
- Reconciliation pressure when trust movements do not match matter stage.
- Re-keying client and property details between intake, matter, and billing.
- Vendors promising “full settlement integration” that is not live for your state or platform.
Workflows on a typical matter
Contract received
Open the matter with parties, property, and key dates. Workflow steps show your firm’s next tasks — searches, finance, requisitions.
Trust movements
Record receipts and payments against the matter trust ledger. Flag discrepancies before the principal or licensee signs reconciliation.
Critical dates
Finance, cooling-off, and settlement-related dates sit on the compliance calendar with visibility for the whole file team.
Client updates
Draft plain-English progress updates with governed AI, review, then share via portal or your usual channels after approval.
How CounselOS helps
Conveyancers get property matter workflows, trust and office accounting in one Australian product, and honest scoping of integrations at onboarding. Time, documents, and billing share the same matter — reducing re-keying and missed dates.
Relevant capabilities
Matter workflows
Checklist steps for purchase and sale matters show who completed each task and when — on the matter file, not a side spreadsheet.
Trust accounting
State and territory trust rules are built into workflows. Migration validation helps firms switching platforms reconcile before go-live.
Compliance calendar
Contract and settlement-related dates appear in list and month views so nothing relies on a single person’s Outlook.
Documents on the matter
Contracts, searches, and correspondence stay with the file. Privilege and access follow roles in your firm.
CounselOS is rolling out with Australian firms. Trust accounting, e-sign, bank feeds, and office accounting (Xero/MYOB) are enabled per firm after onboarding — we will confirm what is live on your account before you rely on it.
Settlement and registry workflows vary by state and platform. We confirm available integrations during onboarding — not implied by this page alone.
Common questions
Does CounselOS integrate with PEXA or other settlement platforms?
We do not claim settlement platform integrations on this website. Discuss your settlement workflow in a demo and we will confirm what is available for your firm.
Can licensed conveyancers and lawyers share one system?
Firms configure roles and workflows for their team structure. Book a demo with your licence and state requirements.
Does AI calculate stamp duty or adjustments?
No. AI assists with correspondence and drafting only. Calculations and settlement statements remain your professional responsibility.
See CounselOS for your firm
Walk through features, pricing for your team size, or a migration assessment if you are switching platforms.
CounselOS for other teams and practice areas: