Every new matter takes 2 hours of admin before any real legal work starts. PEXA workspace setup, trust receipts, engagement letters — all manual, every single matter. I build automations that compress that to 90 seconds.
A typical conveyancing matter in NSW involves 8-12 manual touchpoints before settlement. Each one requires data re-entry, document generation, or system switching. Here's what an automated matter lifecycle looks like:
Online form captures matter details, property address (validated against NSW LRS data), party information, and matter type (purchase/sale/transfer).
Workspace auto-created with correct financial settlement schedule, party roles, and representor details. No manual PEXA data entry.
Deposit automatically receipted to trust in Xero with correct matter code and client reference.
DocuSign envelope generated with matter-specific terms, costs disclosure, and AU property law requirements. Sent to client automatically.
Automated SMS and email updates at key milestones: engagement signed, searches ordered, settlement scheduled, settlement complete.
Final invoice generated in Xero, trust funds released, matter file archived, client satisfaction survey sent.
PEXA workspace creation, trust receipt generation, Xero invoicing, DocuSign engagement letters, client onboarding forms, settlement notifications, and post-settlement document delivery. Most matter setup tasks that currently take 2-3 hours can be compressed to under 90 seconds.
Yes. PEXA provides a developer API for workspace creation, document lodgement, and financial settlement automation. I build integrations against this API, proven with working demos on PEXA Sandbox. Your firm brings the live PEXA access; I build the automation that connects to it.
A single-workflow Build costs $3,000-$5,000 and is delivered in 3 weeks. A full matter lifecycle implementation costs $8,000-$12,000 for conveyancing firms. You own everything I build.
The automation handles mechanical workflow — data entry, document generation, notifications. Regulatory compliance (NSW LRS requirements, PEXA standards, trust account regulations under the Legal Profession Uniform Law) is maintained by routing through the same compliant systems you already use.
No. The automation layer connects to your existing stack — PEXA, Xero, DocuSign, and your matter management system. If you're using Smokeball, Leap, or Actionstep, the automation integrates alongside them.
At 50 matters per month, that's $72,000/year in pure admin waste. Book your free Systems Review and find out what can be automated.
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