Stellar Conveyancing (SC), Queensland, was established in 2012 and has since built a reputation for providing excellence in property transactions throughout the state.
Operating from the Gold Coast to Gladstone, including the Sunshine Coast, Noosa, Brisbane, Wide Bay, the hinterland areas and beyond, SC prides itself on putting its customers’ needs first with a tailored service of thorough care, attention and focus each client requires.
SC experienced a surge in its conveyancing throughout the pandemic, often fielding 14- and 16-hour days to stay on top of the workload. Fortunately, it partnered with conveyancing practice management system, triConvey, allowing it to efficiently manage its files and more importantly, save time in each file so all employees could remain customer focused.
While quieter in the post pandemic era, SC continues to operate at a higher workload compared to before the pandemic. Practice managing director and conveyancer, Michelle Watt, caught up with triSearch recently to discuss how triConvey helped provide the conveyancing tools necessary to manage workflow efficiencies and ensure the continued success of SC. She said:
“We’re big on client contact and what you’ve got to respect is that this is the biggest purchase that most clients ever do. We do this day in day out, and they don’t. So, you’ve got to make them feel at ease.
That’s only possible if you have the time on your schedule to do so, which wasn’t possible in the manual days of conveyancing. But with triConvey, you’ve got a lot more time to focus on your clients and give them what they need.
One of the biggest benefits to us given we operate throughout the state is that triConvey is a cloud-based software. It means we can access anything at any time, from anywhere.
I can work on my mobile phone, from home, the office, and I have a laptop I take with me when I go on holidays, just in case. It means that I’m always available for clients when they need it.
If one of my team members call me, I can pull up the same file they’re working on from anywhere and we can look at it together.
If there’s an emergency and somebody’s away, it’s easy to pick up where they left off as you can see what their tasks were for the day were. I’m quite big on marking important file documents so it’s good for us to have the favouriting function and the ability to rename anything so it can be easily found.
It only takes you a couple of minutes to sort out where you need to be through the last set of notes.
In addition to the cloud-based functions, we also find the integration with triSearch is an important feature we use.
It’s great because it integrates directly with the matter you’re working on and connects everything straight into the integrated billing function we use.
We also use the digital verification of identity tool, triVOI. Digital VOI is our preference if we can’t do it in person. It’s cost effective, simple, and our clients don’t need to go anywhere. It also gives us the transparency to see where it’s up to and ensure it’s done properly by our clients.
Setting up new staff members with triConvey is easy too. All I need to do is send off the welcome set up email and they do the rest. Any new starter we bring on finds the platform easy to learn. Because we do predominantly conveyancing, it’s easy to find where the precedents, details, and tasks are, so they can pick it up and run with it immediately.
I do and have recommended triConvey several times. I’ve tested and trialled so many different systems, I’d recommend it to anyone who needs a conveyancing software solution.”
To follow Michelle’s advice, you can book a free demonstration to see how triConvey can help you succeed, today.
