One Flow conveyancing
through triConvey
A single workflow to guide you through a Property Matter. One Flow unifies all the individual solutions used in your Property Matters into a simple and intuitive workflow. Be guided through client onboarding, due diligence, contract preparation, exchange and settlement.
Access One flow directly from your Matters in triConvey, via the triSearch Tab.
Currently available for NSW Purchase, Sale and Proposed Sale Matters only on V9.5 or higher. See how to check your triConvey version here.
One Flow Demonstration video
See One Flow from start to finish. Check out this comprehensive demonstration video showcasing all the elements of One Flow and how it simplifies your conveyancing workflow.
The One Flow process
Client Onboarding
Property Due Diligence
Contract Preparation
Contract Exchange
Settlement
Client Onboarding & Portal
Onboard your clients by ordering a Verification Of Identity. Once ordered, your clients will be sent an email to access their personalised Client Portal, branded with your firms logo. Through this portal, your clients will be prompted to complete their VOI and any other outstanding tasks required to progress their Matter.
Easily compile contracts with added AI features
Edit contract front pages, create and edit Special Conditions templates, upload additional documents, and share a contract within the workspace, providing a unified approach to document management. You can also upload Sales Advice from real estate agents and our AI-driven technology will automatically update the front pages of the contract based on this advice.
Simple contract signing & exchange
Experience simplified and intuitive contract signing and exchange with triSearch’s one flow conveyancing. In the click of a few buttons, you can easily navigate and complete this part of the conveyancing process quickly and efficiently.
Greater clarity & control of your Settlement
By the time you reach settlement, you have everything you need available, making the process faster and more efficient. Important documents are updated and completed pre-settlement, saving you the hassle of manual updates by this stage in the workflow. With full transparency of what is happening in the workspace, you gain greater clarity and control in the lead-up to settlement.
The One Flow process
Client Onboarding & Portal
Onboard your clients by ordering a Verification Of Identity. Once ordered, your clients will be sent an email to access their personalised Client Portal, branded with your firms logo. Through this portal, your clients will be prompted to complete their VOI and any other outstanding tasks required to progress their Matter.
Easily compile contracts with added AI features
Edit contract front pages, create and edit Special Conditions templates, upload additional documents, and share a contract within the workspace, providing a unified approach to document management. You can also upload Sales Advice from real estate agents and our AI-driven technology will automatically update the front pages of the contract based on this advice.
Simple contract signing & exchange
Experience simplified and intuitive contract signing and exchange with triSearch’s one flow conveyancing. In the click of a few buttons, you can easily navigate and complete this part of the conveyancing process quickly and efficiently.
Greater clarity & control of your Settlement
By the time you reach settlement, you have everything you need available, making the process faster and more efficient. Important documents are updated and completed pre-settlement, saving you the hassle of manual updates by this stage in the workflow. With full transparency of what is happening in the workspace, you gain greater clarity and control in the lead-up to settlement.
Benefits of One Flow
One workspace, countless possibilities
With centralised control, triSearch integrates key processes like Verification of Identity (VOI) and contract exchange into a single, fluid workspace.
Clearer for your customers
Your clients can securely access their outstanding tasks via the Client Portal, ensuring requests are managed and stored in one place
Flexibility in action
You have the flexibility to enter the workflow at any point, empowering you to navigate the process in any order you choose.
AI-driven intelligence
Data flows continuously throughout the workspace, with AI features embedded to optimise every aspect of the legal workflow.
Smarter workflow
triSearch brings a harmonised, transformative approach that redefines legal workflows with brilliance, ingenuity, and supports flexibility at every step.
Quality control and transparency
Have more quality control over the conveyancing process with full transparency, data flow accuracy, and a clear audit trail of activity and client communications across your matter.
Frequently Asked Questions
Here are some of the questions we hear about One Flow.
General
In it’s current iteration, the workflow is available in NSW, with plans for expansion.
There are no costs to use the workflow. Charges apply to the products and services that you use within it.
Your matter number, the property details (minimum requirement is to enter suburb, state, and postcode), your client name/s, email, and phone numbers. The more information you have in your matter, the more details that will map into the workspace.
Our one conveyancing workflow provides complete flexibility, so you can use one or all the products available within the workspace. To get the full benefits, including data mapping for less manual entry, we recommending using the workflow from start to finish and use all products.
You can create a sale matter without ordering a title search by selecting ‘continue with verified details only’ on the ‘confirm property details’ page. If you proceed to order a Contract of Sale it will use the original title search, so you don’t have to order a new one.
You can still use all the certificates and services used within the new workflow to complete your transaction as they will still flow into your PMS matter.
If the party details you have in triConvey match the sales advice, then it will use the existing contact card. If its different, the actions panel in the workflow will show a data conflict notification and you can update triConvey to match the sales advice.
Client Onboarding
There are no costs to brand the client portal. Simply upload your firm’s logo from your Account Settings > Firm Detail within your triSearch account.
No, Client Intake Forms can be found in the Productivity Pack addon to triConvey. Speak to your Account Manager to find out more.
Contract Preparation
Access to this workflow is not restricted based on file size of a contract.
PDF and Word documents can be uploaded into the Contract of Sale from the triConvey file.
The completion date is available to populate the contract from either the ‘Length of Contract’ or ‘Other date for completion’ fields in the triConvey matter.
No, you will need to share a new link after any changes made to the contract.
Yes, you can skip this step and still use all the other services within the workflow.
Contract Exchange
Yes, the workflow uses DocuSign technology for signing.
No, you will need to share a new link after any changes made to the contract.
Access to this workflow is not restricted based on file size of a contract.
Yes, you can skip this step and still use all the other services within the workflow.
Post Exchange
Smart bundles are a quick select tool, where certificates are preselected based on your previous orders for that particular Local Government Area (LGA). For new clients, smart bundles become available when you start creating certificate orders.
Smart bundles are constantly being updated based on your previous orders, so you will always have a preselected list that reflects what you typically order. Selecting the smart bundle button will check the box for the certificates, but not automatically order them, so you can always review and make changes before proceeding with the order.
Settlement
SettleIT is integrated into the new workflow as a flexible electronic settlement solution. SettleIT will take care of the administration side of your settlement, so you can focus your time and energy on providing legal advice and building client relationships. However, you don’t have to engage SettleIT service to use the other products available within the workflow.
