Law · Worked example

Settlement day updates for a conveyancing team

Texts and calls buyers and sellers at each settlement milestone, so the team stops fielding "has it settled yet?" calls.

OutboundSMSYour data Answers from your dataSummariesIntegrations

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The problem

Settlement day is the most anxious day in a property deal and every client wants to know the moment it happens. The conveyancing team spends the day on the phone instead of settling files.

How it works

Watches each matter's settlement steps in the practice management system
Sends a short text when funds arrive, when settlement completes and when keys can be released
Answers replies like "can I pick up keys now?" from the matter record
Calls the client if a settlement is delayed and explains the next step in plain words
Passes any question it can't answer to the conveyancer with the context attached

What it connects to

Practice management system
SMS
Phone
Email

Sample conversation

AgentHi Priya, good news. Settlement on 14 Harbour View Road has completed. The agent has been told they can release the keys.
ClientAmazing! Can I head there now?
AgentYes. The listing agent has your keys at their office until 5pm today. Congratulations on the new place.
ClientThanks. When do I get the final statement?
AgentYour conveyancer will email the final settlement statement and invoice by tomorrow afternoon.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Answers from your data. Looks up live records in your own database and systems, not just documents.
Summaries. Every conversation ends with a written summary, a transcript and the next step.
Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.