Common Tasks

• Opening conveyancing files – including setup of all cards for all applicable parties
• Preparing initial documents using firm’s precedents;
• Entering contract dates in LEAP/Practice Management system and assigning tasks
• Review incoming Conveyancing mail, identify matter and recipient, routing and seeking instruction as required, and saving to file
• Preparing and sending correspondence in accordance with firm’s procedure
• Combining enclosures and sending initial letters and documents to parties (bookmarked PDF or as preferred by client)
• Preparing EFT request for payments required and attending to firm’s authorisation process
• Phones call to client, council, banks, other party’s lawyer, body corporate etc in relation to settlement
• Order all necessary searches
• Calculate settlement figures and cheque directions for approval by solicitor.
• Liaise with all parties to arrange settlement
• Prepare workspace in PEXA and enter settlement figures for approval by solicitor
• Preparing invoices
• Archiving matters