Conveyancing — 2 hours of admin per matter
PEXA workspace setup, trust receipts, engagement letters. All manual, every single matter.

I build workflow automations across PEXA, Xero, and Cotality — so your conveyancing or broking team handles 3x the volume without hiring.
PEXA workspace setup, trust receipts, engagement letters. All manual, every single matter.
Fact finds, BID docs, document chasing, lender portal entry. Every application, start to finish.
BAS prep, client onboarding, tax season capacity crunch. $500/hr talent on $150/hr work.
Listing entry across Domain and realestate.com.au, agency trust, commission splits, vendor reports — all manual.
Stop guessing what's automated and what's bleeding time. Get a workflow diagnosis and automation plan in 30 minutes.
I map your current matter/application workflow. Every manual step, every system gap, every double-entry point.
Hours per matter × matters per month → dollars burned. Which tools you're paying for but not using. Risk exposure.
| Workflow Step | Tool | Automation Path | Confidence |
|---|---|---|---|
| Doc collect | Smart forms + API | High | |
| PEXA setup | PEXA | API integration | Medium |
| Trust recon | Xero | Native API | High |
| Client comms | Phone | Portal + automate | High |
If I can't identify at least $50,000/year in automatable waste during your Systems Review, your first Workflow Build is on me — no charge. I back the diagnosis with real money.
No prep needed — just show up with your workflow in mind.
Limited to 5 sessions per month. You keep the plan regardless.
PEXA, Xero, and Cotality are the tools your firm already uses. I build the automation layer that connects them — so data flows from one to the next without manual re-entry.
Data → Transaction → Accounting, orchestrated end-to-end
Workflow orchestration connecting data, transaction, accounting & client communication.
Two working builds on PEXA Sandbox using real API documentation. The same integrations run on your live workspace — you bring the access, the automation works identically.
Demo recording in progress
Book a Systems Review for a live walkthrough →Client intake form to PEXA workspace, Xero invoice, DocuSign engagement, and client email + SMS. 2-3 hours of manual work compressed into 90 seconds.
Demo recording in progress
Book a Systems Review for a live walkthrough →Fact find form to BID compliance doc, document checklist with auto-requests, submission package PDF, and Xero commission log. 3+ hours of admin compressed to 5 minutes.
Tell me your vertical and biggest manual pain. 2 minutes, zero commitment.
I research your stack — PEXA, Xero, lender portals — before our call.
We map your workflow together. I identify every automation opportunity in real time.
A 3-part Automation Plan + Technical Feasibility Matrix. Yours to keep and execute.
Most firms start with a Workflow Build after their Systems Review. One workflow automated start to finish, delivered in 3 weeks.
See What's IncludedMatter setup → PEXA → Xero → DocuSign → Client
Fact find → BID doc → Submission pack → Xero
Client onboarding → BAS prep → Doc collection
That's money burned on admin that software should handle. Get your workflow diagnosis and automation plan in 30 minutes. You keep the Action Plan either way.
Claim Your Free Systems ReviewLimited to 5 sessions per month.